We prepare financial statements and sometimes we need to find the source of
the information for certain items on our reports. Is there a way, other than
inserting comments, to insert a footnote that appears on the side of the page
(like on the left margin). We don't want it to print but my boss likes to
see the source of information as he scrolls down on the document.

A feature similar to bookmarking feature on Adobe Acrobat.

Hi Christine,

What you are describing are comments, so the comments feature would be the
logical thing to use.
You can make them (in)visible or choose to (not) print them with the dropdown on
the reviewing toolbar, as you wish.

Below, you write you want a feature similar to bookmarks in Adobe Acrobat. You
can use bookmarks in Word, too, but they have a different purpose. With
bookmarks, you can mark some text, maybe give it some meaningful "name", and
they allow you to return there later. The list of bookmarks doesn't scroll with
the text as you want it to, neither in Word nor in Acrobat, and the feature
doesn't seem right for what you want to achieve.

Smart tags might be another option, if the items you want to mark up are always
the same (such as company names from some list, article IDs that always have a
similar pattern of numbers and letters, ...), so that a smart tag recognizer can
automatically locate them. The information wouldn't be always visible in the
margin, though, but would appear if you hover over the tagged text.

Greetings,
Klaus



"Christine - HCVT" wrote:
We prepare financial statements and sometimes we need to find the source of
the information for certain items on our reports. Is there a way, other than
inserting comments, to insert a footnote that appears on the side of the page
(like on the left margin). We don't want it to print but my boss likes to
see the source of information as he scrolls down on the document.

A feature similar to bookmarking feature on Adobe Acrobat.

Thank you very much for the information.

"Klaus Linke" wrote:

Hi Christine,

What you are describing are comments, so the comments feature would be the
logical thing to use.
You can make them (in)visible or choose to (not) print them with the dropdown on
the reviewing toolbar, as you wish.

Below, you write you want a feature similar to bookmarks in Adobe Acrobat. You
can use bookmarks in Word, too, but they have a different purpose. With
bookmarks, you can mark some text, maybe give it some meaningful "name", and
they allow you to return there later. The list of bookmarks doesn't scroll with
the text as you want it to, neither in Word nor in Acrobat, and the feature
doesn't seem right for what you want to achieve.

Smart tags might be another option, if the items you want to mark up are always
the same (such as company names from some list, article IDs that always have a
similar pattern of numbers and letters, ...), so that a smart tag recognizer can
automatically locate them. The information wouldn't be always visible in the
margin, though, but would appear if you hover over the tagged text.

Greetings,
Klaus



"Christine - HCVT" wrote:
We prepare financial statements and sometimes we need to find the source of
the information for certain items on our reports. Is there a way, other than
inserting comments, to insert a footnote that appears on the side of the page
(like on the left margin). We don't want it to print but my boss likes to
see the source of information as he scrolls down on the document.

A feature similar to bookmarking feature on Adobe Acrobat.