Mark Up Options in Workflows

1 Adding a Stamp to the Document
2 Move Annotations
3 Only Annotations Applicable to the Current Revision are Shown by Default
4 Display markups made during a workflow from Workflow Preview screen
5 Stamps in Downloaded view
6 Modified Date for Document is Updated when Markups are Added

Pin (refer here for how to pin to plan)

Call out (will log a design issue - refer here)

Log design issue (refer here for more information)

Compare revisions (refer here for more information)

Most of the tools are self explanatory, however for some there are links to other pages within help that will show you how to use the tool.

Adding a Stamp to the Document

Stamps are configured by the Administrator on your project. Refer here for how.

When in the publication space or marking up during a workflow, you can add a stamp to a document.

1. Once you are on the mark up toolbar.

2. Click on the stamp icon in the toolbar

3. Click on the stamp you want to add and drag the stamp to the desired size.

4. Click Save

Move Annotations

Annotations can now be moved by clicking on Move button on the mark up toolbar.

Once clicked all annotations become movable. You can move them to the required new position and click on Save.

You can also right-click on any individual mark up / annotation and select move on the context menu that is shown.

Only Annotations Applicable to the Current Revision are Shown by Default

By default, we now only show the annotations applicable to the revision you are reviewing.

Open Design Review Issues will still be shown.
Added a tick box option to Show All so the user can see all annotations from previous revisions.

Display markups made during a workflow from Workflow Preview screen

In a workflow, when you click the document number from the preview screen, you will be able to see the relevant markups made on that workflow (as long as you have access to them).

Stamps in Downloaded view

It is important to know that when a the drawing with stamp on it is downloaded to pdf, it will not have the stamp on the downloaded file. Other mark ups will be seen apart from the stamps and pins. In order to keep the stamp on downloaded view, click button for 'Export PDF/Publish Consolidated Revision' as shown below :

Modified Date for Document is Updated when Markups are Added

The modified date column is updated when a markup revision is uploaded as shown below