FAQs

Easy Annotation is a document review workspace for medical and scientific teams. Upload PDFs to highlight text or mark areas, keep files organized in folders, and — where available in your workspace — review claims alongside their source documents. Tools are designed around careful human review, not automatic decisions.

Create your account and confirm your email address. Then open Quick Annotation, choose Upload PDF, and upload your first document. Open the file to read it, highlight text, or mark an area, and save or download your annotated copy.

No. Easy Annotation runs in your web browser. Sign in with your registered email address from a computer, tablet, or phone to get started.

Quick Annotation accepts PDF files. Project workspaces, where available, can also read Word (.docx) and PowerPoint (.pptx) documents. Password-protected or damaged files may not be supported.

Each PDF can be up to 250 MB. Very large files can also be limited by your internet connection or your browser’s available memory.

Open Quick Annotation, choose Upload PDF, select one PDF, and confirm Upload PDF. You can also drop a PDF onto the file list. Open its name to read and annotate it: highlight text or mark an area, then save or download your annotated document.

Open a document and use the settings icon in the document sidebar. Choose a format using the live preview, arrange your own label components, and set a reference number, separator, and page-numbering preference. Apply the format to just that document, or save it as your default.

Create a folder in the location you are viewing. Drag a file or folder onto a destination in the folder sidebar, onto a folder row, or onto an ancestor breadcrumb. On a phone or with a keyboard, use the item’s actions menu and choose Organize… instead. You cannot place a folder inside itself or its subfolders.

Share a copy… emails an invitation to another registered account. When the recipient accepts, they receive a separate copy — they do not gain edit access to your original. Separate multiple email addresses with commas. Unregistered recipients cannot receive a copy, and copies that were already accepted or downloaded are not recalled if you later change or delete your original.

Use the actions menu beside an item. Renaming keeps the PDF extension, Make a copy… lets you choose a destination and preserves the original, and Download saves the file or a ZIP of a folder and its subfolders. Download a backup before you reorganize or delete something you may need.

No. Deletion is permanent in the library and has no undo. The confirmation dialog identifies the item being deleted; deleting a folder also deletes the files currently inside it. Download anything you need before deleting.

Try Retry loading, confirm you are signed in, and check your network connection. If the file is missing or invalid, return to Quick Annotation and upload a valid PDF. Password-protected or damaged PDFs may not be supported.

Your navigation shows which features are available in your workspace. Where available, Claims Review is read-only: select a claim to see its document context and available evidence, and use filters to inspect support and numerical results. A relevance match is not medical approval. Citation insertion, approval actions, and exports are not yet available.

Your account and documents are private to you. Files are stored on secure Amazon Web Services (AWS) infrastructure, and other users cannot see your documents unless you send them a sharing invitation. We take privacy seriously and limit access strictly.

In your profile settings, enter your new email address and your current password. Then open the confirmation link we send to the new address within 30 minutes and enter your password again. Your current address stays active until the change is confirmed, and we let your previous address know once it is done.

Open your Profile and choose Manage two-factor authentication. Scan the QR code with an authenticator app, enter the 6-digit code to confirm, and save your recovery codes somewhere safe. After that, you enter a code from the app when you sign in.

Yes. On your Profile, choose Download my data to get a ZIP file with your account information, documents and project files. Choose Delete account to permanently delete your account; any subscription is cancelled and your documents are removed.

Use the Forgot password link on the sign-in page and follow the emailed reset link. If the email does not arrive, check your spam folder and confirm you used the address registered to your account. Signed-in users can also change their password from profile settings.

Check your spam or junk folder first, and add our support address to your safe senders. Confirm the address is spelled correctly and matches the one registered to your account. Verification emails can be resent from the verification page; sharing invitations only reach confirmed, registered accounts.

Where billing is enabled, plans and credit packs are processed securely by Stripe, and Easy Annotation never stores your full card details. Subscriptions renew automatically each billing period. You can update your card and download receipts from the billing portal, which you can reach from your account’s Plans & billing page.

Yes. Auto-renew is on by default. To cancel, open Plans & billing, untick Automatically renew my subscription, and save. You keep using your plan until the end of the period you have paid for, and you will not be charged again.

Payments are non-refundable, including partly used billing periods and unused credits. In special cases our support team may decide, at its discretion, to give a refund. Email support with the date and amount of the charge. Our Refund & Cancellation Policy has the details.

AI Processing Credits are used by AI-assisted features, where available, when they process your documents. Your current balance and recent usage are shown on your Usage & Credits page. Uploading, organizing files, and everyday annotation do not use AI Processing Credits.

Currently we do not offer agency bundles. If you need subscriptions for several team members, each person can subscribe individually using their own agency email address. If that does not fit your team, contact us and we will help.

Email support@easyannotation.com for help with your account or workspace. Tell us what you were trying to do, what happened, and include any error message. Do not send passwords, payment-card details, patient information, or private account or sharing links.