Starting with the release of Strategy ONE (March 2024), dossiers are also known as dashboards.
In Strategy Mobile app, you can add annotations, such as comments and freehand drawings, to a screenshot of your dashboard, and share the annotated screenshot with your contacts.
To annotate and share reports and documents on an iPad
1. In Strategy Mobile, open a report or document you want to annotate and share.
To email, save, or print the annotated screenshot, tap the Action button
, then select the appropriate action.
CAUSE:
But in Strategy Library application, this feature is not available as a new collaboration feature has been introduced.
ACTION:
If users need this feature, please log an enhancement request via Idea Exchange so have it reviewed by product team.
WORKAROUND:
In iOS 11, there is a new feature which can do the same. Instant Markup is a feature that allows essentially anything on the iPad to be annotated using the Apple Pencil.
Taking a screenshot, for example, now brings up a small icon in the corner of the screen, and a tap on the icon opens up a Markup interface where the screenshot can be edited using simple drawing tools. A similar feature is available for all kinds of other documents through a new "Markup Through PDF" Share Sheet option that converts any document into a PDF and then opens up Markup. Anything that can be printed can use the "Markup Through PDF" feature.
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