You can draw various markups and annotations as well as create hyperlinks, insert photo, punch & RFI annotations on any page of the document using the tool-bar.


Screenshot displaying the tool-bar:


Each markup menu item on the tool-bar has associated sub-menu item.


Menu & Sub-Menu Icon Description:

Description of markups with screenshots

Multi-selection mark-up

You can use the multi-select markup feature to select multiple markups/annotations drawn on the document and then delete those markups together.


  • Select the multi-selection icon from the tool-bar and then move the mouse pointer over the drawn markups/annotations. After this is done, release the mouse pointer to select the markups together


Screenshot below displays multiple markups selected using the multi-selection markup:


  • After you release the mouse pointer, click on any one of the selected markups. 


A pop-up box asking you to delete the selected markups open up. This is shown below,


  • Click [Yes] to delete the selected markups.


Below is given a full description of drawing & saving a particular markup (example of 'Line markup' is taken)

Drawing line markup

  • Click on the Line menu and then click on the Line markup icon from the tool-bar

  • Now, click and drag to draw a line


A fully drawn line markup is shown in the screenshot below,


  • Click on the line markup to open the settings of the markup. This is shown below,



Drawing details:


  1. Border Color: Click the Border Color drop-down to change the color of the line markup. The colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  2. Border Thickness: Click the Border Thickness drop-down to change the size or thickness of the line. For example, the line thickness can be 1, 2, 4, 6, 8 & 16. The thickness measures are pre-defined in the application.

  3. Delete button: Click on [Delete] button to remove the drawn line.

  4. OK button: Click on [OK] button to keep the drawn line on the document after making changes in color or thickness (is necessary).


Other operations:


  • After you click on the line markup, small white-boxes appear on the two end points of the line. Stretch the end points to increase or decrease the line length, or drag any one of the end points to rotate the line around.

  • Click on the line to select it, then move the Line by dragging the mouse pointer and then release the same at any position on the document.


Note: The operation of stretching of the end points [small white boxes at the end of markups], changing the mark-up shape direction on a single plane and also moving the markups can be achieved on all different types of markups and annotation.

Saving the line markup

After you draw the line markup, click on the [Save] button [highlighted with red rectangle in screenshot below] at the bottom right-hand corner of the screen to save the markup. The Save markup name as pop-up box appears. This is shown below,


  • Enter the name of the line markup on this pop-up box and click [Save] button to save the markup


Note: Uncheck the checkbox to make the markup private meaning that it will only be visible to the user who created the markup and not to other users of  the account.


After you save the markup it will appear under the 'Saved markup(s)' drop-down present on the top of the Viewer.


  • Click the 'Saved markup(s)' drop-down [highlighted with red rectangle on the screenshot below] to view all the saved markups drawn & saved previously on the document.


  • Now, click on the recently drawn & saved markup row [highlighted with green rectangle on the screenshot above] to make the markup annotation shape appear & disappear on the document


Note: This icon  [Toggle markup view ON/OFF] means that the markup shape is visible on the Viewer and this icon  means that the markup shape is hidden from view. You can click on the saved annotation row to make the markup shape appear and disappear.

  • Click  [Delete] button to delete the saved markup.

Note: After the markup is saved you cannot change the color, thickness, stretch the lines or move the line or for that matter do anything on the markup except make the markup appear & disappear from the Viewer screen. You can only delete the saved markup from the 'Saved markup(s)' drop-down.


Other markups/annotations are drawn & saved in the Viewer in a similar manner as the 'Line markup'.


Brief description of each of these markups are given below,

Open line menu

This menu provides the user with the option to draw a straight line, do freehand drawing and highlight any intended area. 


Note: The 'Line markup' from this menu has already been described.

Freehand markup

  • Click on the Line menu and then click on the Freehand markup icon from the tool-bar

  • Now, click and drag across the document to draw the Freehand


A fully drawn freehand markup is shown in the screenshot below,


  • Click on the line markup to open the settings of the markup. This is shown below,



Drawing details:


  1. Border Color: Click the Border Color drop-down to change the color of the freehand markup. The colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  2. Border Thickness: Click the Border Thickness drop-down to change the size or thickness of the freehand line. For example, the line thickness can be 1, 2, 4, 6, 8 & 16. The thickness measures are pre-defined in the application.

  3. Delete button: Click on [Delete] button to remove the drawn freehand line.

  4. OK button: Click on [OK] button to keep the drawn freehand line on the document after making changes in color or thickness (is necessary).


You can only move the freehand markup from its position on the document. 


Note: The saving process is not explained separately for this markup as it is similar to that of 'Line markup'.

Arrow markup

  • Click the ‘Line’ icon on the tool-bar menu. 


The ‘Line’ menu will appear.


  • Click the ‘Arrow’ icon on the 'Line markup' menu to draw the arrow

  • Now, single-click on the portion of the document from where you would like to start the arrow, hold & drag the mouse pointer and then release the pointer to end the arrow (the arrow head will point to the portion of the document where you had released the mouse pointer)


A fully drawn arrow will now be visible.


Screenshot below displays a fully drawn arrow:


  • Click on the arrow to select it and view the arrow settings


Screenshot below displays a selected arrow with ‘Settings’ pop-up box:


  • If you like to change the position of the arrow, then single-click on the arrow, hold the mouse pointer and drag the arrow around and then release the mouse pointer at a position of the document where you would like to place the arrow.

  • Also, you can stretch & contract the end points of an arrow to change its length and position


Settings:


  • Border color: You can change the color of the arrow from this drop-down. The colors to be chosen from are red, blue, green, yellow, black or white. Default color is red.

  • Border thickness:  You can change the thickness of the arrow from this drop-down. The minimum thickness is 1 and the maximum is 16. Default thickness is 4.

  • Click [Delete] button to remove the drawn arrow

  • Click [Ok] button to close the settings drop-down after making any necessary changes.


Note: The saving process is not explained separately for this markup as it is similar to that of 'Line markup'.

Rectangle highlight markup

  • Click on the rectangular highlight menu from the tool-bar

  • Now, click and drag across the document to draw the rectangular highlight markup


A fully drawn rectangular highlight markup is shown in the screenshot below,


  • Click on the line markup to open the settings of the markup. This is shown below,



Drawing details:


  1. Fill Color: Click the Fill Color drop-down to change the color of the freehand markup. The colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  2. Delete button: Click on [Delete] button to remove the drawn freehand line.

  3. OK button: Click on [OK] button to keep the drawn freehand line on the document after making changes in color or thickness (is necessary).


The highlighted area is translucent as you can view any writing or image on the document, falling under the highlighted area. The four end points (identified by the white rectangular dots) around the textbox can be dragged outward or inward to increase or decrease the area of the text box.


Note: The saving process is not explained separately for this markup as it is similar to that of 'Line markup'.

Open Shape Menu

This menu is used to create shape markups on the document. The user has the option to choose any one of the rectangle, ellipse and cloud mark-up. Options to fill the annotation area with various colors, change the border width and color out of any of the 3 shapes is also provided.

Rectangle markup

  • Click on the Shape menu and then click on the rectangle markup icon from the tool-bar

  • Now, click and drag across the document to draw the rectangular markup

  • Click on a drawn rectangle to open the 'Settings' pop-up of the rectangular markup


The screenshot below displays a drawn rectangle and another one whose 'Settings' pop-up is open,


The rectangle area can be increased or decreased and the size of the rectangle increased or decreased by dragging the corner points of the rectangle outward or inward. Also, the rectangular area can be mirrored in the opposite direction on a single plane by dragging any one of the rectangle corners. For example, if you stretch the upper left-hand corner of the rectangle then all the other corners will also get stretched except for the lower right-hand corner of the rectangle.


Drawing Details:


  1. Border Color: Click the this drop-down to change the color of the rectangle border or to make it transparent. The colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  2. Border Thickness: Click this drop-down to change the border thickness of the rectangular shape. For example, the line thickness can be 1, 2, 4, 6, 8 & 16. The thickness measures are pre-defined in the application.

  3. Fill Color: Click the this drop-down to fill the rectangle with a selected color or to make the area covered by the rectangle transparent. The colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  4. Delete button: Click on [Delete] button to remove the drawn rectangle.

  5. OK button: Click on [OK] button to keep the drawn rectangle on the document.


Note: The saving process is not explained separately for this markup as it is similar to that of 'Line markup'.

Ellipse markup

  • Click on the Shape menu and then click on the ellipse markup icon from the tool-bar

  • Now, click and drag across the document to draw the ellipse markup

  • Click on a drawn ellipse to open the 'Settings' pop-up of the ellipse markup


The screenshot above displays a drawn ellipse and another one whose 'Settings' pop-up is open,


The ellipse area can be increased or decreased and the size of the ellipse increased or decreased by dragging the corner points of the ellipse (marked by the white rectangular dots) outward or inward. The ellipse can also be moved around like the rectangle.


Drawing Details:


  1. Border Color: Click the this drop-down to change the color of the ellipse border or to make it transparent. The colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  2. Border Thickness: Click this drop-down to change the border thickness of the ellipsoidal shape. For example, the line thickness can be 1, 2, 4, 6, 8 & 16. The thickness measures are pre-defined in the application.

  3. Fill Color: Click the this drop-down to fill the rectangle with a selected color or to make the area covered by the ellipse, transparent. The colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  4. Delete button: Click on [Delete] button to remove the drawn ellipse.

  5. OK button: Click on [OK] button to keep the drawn ellipse on the document.


Note: The saving process is not explained separately for this markup as it is similar to that of 'Line markup'.

Cloud markup

  • Click on the Shape menu and then click on the cloud markup icon from the tool-bar

  • Now, click and drag across the document to draw the cloud markup

  • Click on a drawn cloud to open the 'Settings' pop-up of the cloud markup


The screenshot below displays a drawn cloud and another one whose 'Settings' pop-up is open,


The cloud area can be increased or decreased and the size of the cloud increased or decreased by dragging the corner points of the cloud (marked by the white rectangular dots) outward or inward. Also, the cloud area can be mirrored in the opposite direction on a single plane by dragging any one of the rectangle corners. For example, if you stretch the upper left-hand corner of the cloud then all the other corners will also get stretched except for the lower right-hand corner of the cloud.


Drawing Details:


  1. Border Color: Click the this drop-down to change the color of the cloud border or to make it transparent. The colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  2. Border Thickness: Click this drop-down to change the border thickness of the cloud shape. For example, the line thickness can be 1, 2, 4, 6, 8 & 16. The thickness measures are pre-defined in the application.

  3. Fill Color: Click the this drop-down to fill the rectangle with a selected color or to make the area covered by the cloud, transparent. The colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  4. Delete button: Click on [Delete] button to remove the drawn cloud.

  5. OK button: Click on [OK] button to keep the drawn cloud on the document.


Note: The saving process is not explained separately for this markup as it is similar to that of 'Line markup'.

Open Text Menu

This menu lets you insert textual information on the file either directly visible on a text box or present inside a note pop-up (created for the purpose of avoiding direct visibility) or populated inside a callout.

Textbox markup

  • Click on the Text menu and then click on the text markup icon from the tool-bar

  • Now, click and drag across the document to draw the text box markup. As soon as you draw the text box markup the 'Settings' pop-up appears.


Screenshot below displays a drawn text box markup whose 'Settings' pop-up is open,


The four end points (identified by the white rectangular dots) around the text box can be dragged outward or inward to change the shape and area of the text box.


The Text Settings pop-up box appears automatically once you draw the text box.


  • Enter the text in the space provided in the 'Settings' pop-up box. As soon as you enter text, the text gets automatically & simultaneously added inside the drawn text box 


Screenshot below displays a text box after text entry is completed:


Drawing Details:


  1. Font Color: Click this drop-down to change the font color of the selected text. The font colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  2. Font Size: Click this drop-down to change the font size of the text, after selecting the text. The font sizes are pre-defined in the application. The smallest font size that can be selected is 8 and the largest is 72.

  3. Background Color: Click this drop-down to change the color of the textbox area within which the text is written or to make the textbox transparent. The background colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  4. Border Color: Click this drop-down to change the color of the textbox border or to make it transparent (i.e. removing the border of the textbox). The colors are pre-defined in the application. The colors which can be selected from the drop-down are Red, Blue, Green, Yellow, Black & White.

  5. Delete button: Click on [Delete] button to remove the drawn textbox.

  6. OK button: Click on [OK] button to keep the drawn textbox on the document and close the 'Settings' pop-up box.


Note: The saving process is not explained separately for this markup as it is similar to that of 'Line markup'.

Note markup

  • Click on the Text menu and then click on the note markup icon from the tool-bar

  • Now, click on the document to draw the note markup. As soon as you draw the note markup the 'text entry' pop-up appears.


Screenshot below displays a drawn note markup whose 'Text entry' pop-up appears as shown below,


Drawing Details:


  1. Text entry section: Enter relevant text to be included within the 'Note' area.

  2. Delete button: Click on [Delete] button to remove the drawn note.

  3. OK button: Click on [OK] button to keep the drawn note entry area on the document and close the text entry area.


  • Click the Note icon present on the document to view the text.


Note: The saving process is not explained separately for this markup as it is similar to that of 'Line markup'.

Callout markup

  • Click the ‘Text’ icon on the tool-bar menu


The ‘Text’ mark-up sub-menu will appear.


  • Click the ‘Callout’ icon on the Text menu to draw the callout

  • After clicking the ‘Callout’ icon, click on that point of the document from where the arrow head will start (i.e. the position which the arrow head points to), drag the mouse pointer to draw the callout and then after the drawing completes release the mouse pointer to complete the drawing.


As soon as you complete the drawing, the 'Settings' pop-up menu appears on the callout


Screenshot displaying a newly drawn callout with the 'Settings' pop-up menu:

The Callout structure consists of an arrow which points to a piece of text, a symbol or an illustration on the document. The arrow is connected to a rectangle text box within which information regarding that point, to which the arrow points, is entered.


The Callout Structure Diagrammatic representation:


  1. Arrow: The Arrow is the first part of the callout structure. It points to the portion of the document for which information is entered within the rectangular textbox.

  2. Connector: The Connector facilitates in the connection between the arrow and the rectangular textbox.

  3. Rectangular Textbox: The rectangular textbox consists of the information regarding the point at the tip of the arrow.


Note:

  • These three components of the callout structure will not overlap with each other.

  • The Arrow & the Connector will have a minimum length beyond which these two component length cannot be reduced. Hence, for best viewing experience a minimum limit on callout arm size has been kept according to current zoom level of document.


Immediately, after the callout structure is drawn, the Callout Settings pop-up box appears. On this pop-up box, you can enter information to be viewable inside the rectangular structure. You can enter text within the pop-up box and these will be automatically visible inside the rectangular text box.


Screenshot displaying entered text on the callout settings pop-up which gets automatically updated inside the rectangular structure of the callout:

Settings:


  • Font color: You can change the font color of the text entered in the rectangular section of the callout. The font color can be red, blue, green, yellow, black or white. Default color is blue.

  • Fill color: You can change the fill color of the rectangular section of the callout. The font color can be red, blue, green, yellow, black, white or no color i.e. transparent. Default is no color which is transparent.

  • Border thickness: You can change the thickness of the callout border or outline from this drop-down. The minimum thickness is 1 and the maximum is 16. Default thickness is 4.

  • Font size: You can change the font size of the text entered in the rectangular section of the callout. The minimum font size is 8 and the maximum is 72. Default font size is 10.

  • Border color: You can change the color of the callout border or outline from this drop-down. The border colors can be red, blue, green, yellow, black or white. Default color is red.

  • Click [Delete] button to remove the drawn callout

  • Click [Ok] button to close the settings drop-down after making any necessary changes.


If by any chance, the size of the text entered exceeds the area of the drawn callout but you click [Ok] button then a message saying “Text entry denied. Reduce size, curtail text or expand area to proceed”.


This means you can reduce the text size, restrict the volume of text entered or expand the size of the callout rectangular area.


After you click the [Ok] button a fully drawn callout becomes visible.


Screenshot below displays a fully drawn callout:

Mobility of the Callout Structure

The Callout structure, both rectangular as well as the arrow portion can be stretched & moved around. The structure shape and arrow length can be changed by moving the white dot, present at the four corners of the rectangle, the connecting point between the rectangle & the arrow as well at the end of the arrow.


The following actions can be performed with the callout structure:

  • The rectangular box size can be increased or decreased by dragging any of the white dots at any one end of the rectangle outward & inward, respectively.

  • The white dot present at the end of the arrow can be moved around so that the arrow start point can be changed to the mid-point of any of the four sides of the rectangular box. Also, this dot can be moved outward or inward to increase or decrease the arrow length

  • The connecting white dot between the rectangular box & the arrow can be moved outward or inward, thereby changing the shape of the arrow. Also, this dot moves along with the white dot present at the end of the arrow.

  • Tapping & then dragging the rectangular box outward or inward will increase or decrease the arrow length, respectively. Also, the rectangular box can be rotated around the end-point of the arrow.

Callout Panning

The arrow head will point to the same position on the document when the text box is move around. For panning users will have to click inside the rectangular text area/text box and not anywhere within the extended selected area. It may happen that the callout arrow may point to a position which happens to fall within the rectangular text box area of the callout structure. In this case, for enhanced viewing experience, the callout structure may adjust itself; due to which the callout text box may displace itself out of the purview of the arrow head, however the arrow will be pointing to same position as before.


Note: The saving process is not explained separately for this markup as it is similar to that of 'Line markup'.

RFI annotation

Please refer to Creating, responding, closing RFI annotation through Viewer help file for details.

Punch annotation

Please refer to Creating, completing, closing punchlist annotation through Viewer help file for details.

Photo annotation

Please refer to Photo management in Viewer level help file for details.

Rotation

Please refer to Rotating document pages help file for details.

Saving markups in a group

You can save multiple markups and hyperlinks together in a group. For example, 4 markups and 1 hyperlink is drawn and displayed on the Viewer screen. This is shown below,


  • Click [Save] button to save the markups and hyperlinks together.


The Save markup name as pop-up box appears. This pop-up box is shown below,


  • Enter the name of the markups & the hyperlink saved together as a group.

  • Click [Save] button to save the 3 markups and 1 hyperlink as a group


Note: Uncheck the checkbox to make the markup group private meaning that it will only be visible to the user who created the markup and not to other users of  the account.


After you save the markup group, it will appear under the 'Saved markup(s)' drop-down present on the top of the Viewer.


  • Click the 'Saved markup(s)' drop-down [highlighted with red rectangle on the screenshot below] to view all the saved markups drawn & saved previously on the document.


  • Now, click on the 'recently drawn & saved markup group' row [highlighted with green rectangle on the screenshot above] to make the markup annotation shape appear & disappear on the document. 

  • Click  [Delete] button to delete the saved markup group.


The hyperlink shape saved with the markup(s) in the group will appear under the 'Saved hyperlink(s)' drop-down. This is shown in screenshot below,


This icon  [Toggle markup view ON/OFF] on the 'Saved markup(s)' drop-down means that the markup group shapes are visible on the Viewer and this icon  means that the markup group shapes are hidden from view. You can click on the saved annotation row to make the markup group shapes appear and disappear. The  [Toggle markup view ON/OFF] icon on the 'Saved hyperlink(s)' drop-down (beside the saved markup group name) will make only the saved hyperlink (saved as part of the group) appear and disappear. This is shown in the screenshot below,


Note: After the markups are saved you cannot change the color, thickness, stretch the lines or move the line or for that matter do anything on the markups except make the markup appear & disappear from the Viewer screen. You can only delete the saved markup from the 'Saved markup(s)' drop-down.