Adding a Pin to a Plan via the Mobile
1. Navigate to the required plan. Refer here for how to.
2. Open the Plan by tapping on it.
3. This will load the preview of the Plan.
4. Click on the mark up Tools Icon.
5. Select the Pin Icon.
6. Once selected, you can pan / zoom to the position on the drawing you wish to drop the pin.
7. To add the pin to the screen simply tap on the screen location as required.
8. From here you can either choose a recently created form, create a new form or search for a particular form.
9. When finished click on the back arrow and the pin will be saved to the plan.
When you pin a form to a plan, the form you pinned will automatically have the plan and its mark ups (that were added prior to pinning) will be included in the attachment section of that form.Â