Uploading Documents

Supported formats

Sidenote handles three document types, each with its own review experience:

HTML (.html, .htm) — your web page is rendered inside a sandboxed container with all its original styling intact. Reviewers can pin annotations to specific HTML elements with precise element-level targeting. The ideal format for reviewing websites, landing pages, email templates, and any web content.

PDF (.pdf) — rendered in-browser with page navigation. Reviewers draw rectangular regions on any page to pin their feedback. Page numbers are tracked automatically. Maximum file size is 15 MB.

Images (.png, .jpg, .svg, .webp, .gif) — displayed at full resolution. Reviewers draw rectangular regions to pin comments to specific areas. Good for design mockups, illustrations, ad creatives, and photography.

How to upload

From the dashboard, click the Upload button in the top-right corner. You can either click to open a file picker or drag and drop files directly onto the upload area.

Each upload creates a new document in your dashboard with version 1 and a status of Draft.

Folders

You can organise documents into folders from the dashboard sidebar. Click the + icon next to "Folders" to create a new one. Folders can be nested for deeper organisation.

To move a document into a folder, use the ⋯ menu on any document and select Move to folder. The breadcrumb trail at the top of the dashboard shows your current location in the folder hierarchy.

File limits

File limits depend on your plan:

• Free: 5 active documents, 3 versions per document
• Pro: Unlimited documents and versions, 2 GB storage
• Team: Unlimited documents and versions, 2 GB storage per seat

Archived documents don't count toward your active document limit, so archiving finished reviews frees up space on the Free plan.

Document statuses

Every document has a status that helps you track where it is in the review cycle:

Draft — just uploaded, not yet shared. The default state for new documents.

In review — shared with reviewers and actively collecting feedback.

Approved — review is complete. Set this manually when you're satisfied with the outcome.

Archived — no longer active. Archived documents are hidden from the default dashboard view and don't count toward your document limit.

You can change status at any time from the document's ⋯ menu or from the review page.

{
  "plans": {
    "free": {
      "activeDocuments": 5,
      "versionsPerDocument": 3
    },
    "pro": {
      "activeDocuments": "unlimited",
      "versionsPerDocument": "unlimited",
      "storage": "2 GB"
    },
    "team": {
      "activeDocuments": "unlimited",
      "versionsPerDocument": "unlimited",
      "storagePerSeat": "2 GB"
    }
  }
}