Process
Select the project you wish to access documents by clicking Projects on the lefthand navigation and select the project
Navigate to Documents page from the selected project menu
Select the folder that contains the PDFs or search for it
Click on the file
Annotation Tool Bar
Use the Document annotation tools to make any mark-ups you need digitally within the application. All annotations are logged and can be shared with connected Users if you would like to:
1. Panel: Allows you to navigate file in case there are multiple pages
2. View Controls: Ability to use page transitions, rotate pages, and page layout views
3. Zoom: Ability to zoom into or out of the file
Pan: Move markups
Select: Select single or multiple markups by drawing a shape around them
View: Allows you to view the file without any other action
Annotate: Add annotation text
Shapes: Draw shapes
Insert: Add a Stamp (create custom stamps), photos, files or call outs
Measure: Ability to set a scale and perform measurements
Distance
Arc measurements
Area
Count measurements
Perimeter
Fill and Sign: Add a Digital Signature
Search: Search for context listed in the file
Menu:
Fullscreen: Ability to go fullscreen
Download: download a copy of the Document to your device. You have the option to include markups.
Print: Ability to print the file, with comments, annotations and add a watermark
Dark Mode: Change between dark and light mode
Language: Change the tool bar settings to a different language.
Details: File name, uploaded date, file size and added by
Markups: Drop a comment pin to the file. Ability to tag someone from the directory in the comment.
Right click: Add comment shortcut
Rename: Located in the top-right corner
Need additional guidance? Check out this step-by-step video:
See Also