Before you can add Pins on Drawings using the Mobile App you need to configure which Plans are available via the Mobile app..
The two options available are:
- Allowing pins on any plan (in the publication space).
This option will allow the user to add a pin to any plan on the publication space as long as they have access to it and to mark it up.
- Allow pins on any specific plans.
When this option is set you will need to add the plans you wish to use for adding pins.
Configure Which Plans
1. Go to Configure > Pin to Plan
Allow Pins on Any Plan
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To allow pins to only specific plan select Only Allow Pins for Specific Plans.
Configure Plan Structure
Select the Form Type and User Field you would like to use to categorise your plans.
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Alternatively, you can add a new user field to the form type and use that to categorise you plans.
Add Plans
Once you have configured the plan structure you can start adding Plans. Plans are added directly from the Publication Space.
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| Note that currently only single paged PDF files can be added. |
Add Plans to Individual Categories
You can add Plans to individual categories by Clicking on the Add Plans button for each category.
Deleting a Plan from the Configuration
To delete a plan you can click on the Bin icon for the plan, located at the end of each row.
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