Bundle annotations

Annotations let you add short notes to documents in your bundle that guide the reader to the most important content. When the bundle is exported as a PDF, annotations appear as highlighted callouts alongside the relevant document.

What annotations are for

A bundle containing 20 documents across 50 pages is only useful if the reader can navigate it. Annotations serve two purposes:

1. Navigation: "The key passage in this report is on page 3, under 'Functional recommendations'" tells a reader immediately where to look
2. Interpretation: "This referral was made in March 2024. The LA did not respond until October 2024, seven months later" contextualises a document that might otherwise be read in isolation

Annotations are particularly valuable in tribunal bundles, where your solicitor or representative needs to quickly identify the most important documents and passages.

Adding an annotation

Annotation best practices

Be specific: "See paragraph 3, the OT recommends a sensory diet of 3 sessions per week. Section F provides for 1 session per month." is actionable. "This is important" is not.

Be brief: annotations should point, not explain at length. If you need to provide substantial context, consider a parent views document or covering letter instead.

Annotate the most significant documents: you do not need to annotate every document. Focus on the 5 or 6 documents that carry the most weight for your argument.