Within the project, navigate to the Drawings module.

Click Add New Drawings.

Select whether it is a New Current Set, Revision to Existing Current Set, or a New Draft Set. Click Continue.

Attach the drawing file and type in a Set Name. Click Upload.

Click Configure. This will take you to the Optical Character Recognition (OCR) Configuration page.

Press the “Select Region” button, and your cursor will then turn into a cross.

From here you will be able to draw a box around the respective area you'd like to have read, and press the green checkmark button to confirm your selection.

Observe selecting the region for Sheet Number on the photos above.

Observe selecting the region for Sheet Title on the photos above.

Once you are satisfied with the selection and the corresponding reading, you can click Save and Process Set in the upper right corner.

The system will automatically apply this selection to all pages, and processing will begin. During processing, a status bar will appear on the right side to note the status of the drawings while they are in progress.

Click Review Results.

To make changes, you can simply click on the thumbnail image next to either the Sheet Number or Title and re-select the area in which you would like OCR to read.

Alternatively, you can also click into the text box and manually edit the text.

The tool will also automatically assign the drawing category to the sheet based on the first character in the Sheet Number (ex. G000A will automatically assign General).

Sometimes on drawing sheets, there may be an error. Oftentimes this is caused by the template of the drawings shifting on the page, and as a result, OCR is unable to read the area. We have a fix for this! 🎉

When reviewing OCR Results, you can click on the Reconfigure and re-position the location of where the Sheet Title and Sheet Number should be read.

You can then press “Save and Process Set” and it will automatically apply the correction to all other pages! This can be done as many times as necessary until you have a proper reading of all of the Drawings and no errors remain.

Once you're satisfied with the OCR results, you can press the Approve Results button in the top right corner.

The drawing set list view displays all of the drawing sets that are visible for a given user.

The drawing sheet list view provides the ability to see all of the drawings within a set. From the list view, you can filter, search, and download a PDF of the set.

If you are viewing a Draft set, you will have the ability to share the set with other users from this page.

In addition to the list view, you will also have access to a grid view. The Grid view will allow users to have a large preview of the drawing sheet before clicking on a sheet to view it.

By clicking on a drawing sheet from the list or grid view, you will be directed to the open drawing sheet view.

From this view, you will be able to perform all actions necessary on a respective drawing sheet. This includes full mark-up functionality, adding comments, navigating to other sheets within the set, and also navigating to other revisions.

On the right-hand side of the Drawing sheet, the sheet details will be displayed.

From this panel, you will be able to navigate to previous versions of the drawing sheet by clicking "See Versions".

From the drawing sheet view, the user can also navigate to other pages within the drawing set. The Table of Contents will be on the right side allowing easy navigation to other pages.

Users will have access to a full suite of mark-up tools on a drawing sheet.

In addition to the full suite of mark-up capability, users will be able to add measurements to scale on drawings. Under the measurements tab, users will be able to measure distance, perimeter, and area on their drawing sheet.

Users will also be able to add a Comment, RFIs, and Punch Items on drawings and reference other modules across the platform. Simply right click on the sheet.

This comprehensive, automated system saves time, enhances accuracy, and fosters collaboration, allowing you to focus on what matters most—delivering projects on time and within budget.