Drawing Annotations

Annotate a drawing from a record to identify the area in the drawing that needs action or information. See Drawing Measurements for information on measurement tool annotations.

Drawings annotation toolbar with measurements
  1. Select to undo a style, move, or resize
  2. Select the Measurements tool to choose the Calibrate, Distance, Perimeter, or Area tool. See Drawing Measurements for more information.

    3. A calibration must be added before the Distance, Perimeter, or Area tools are activated.

  3. Select the Camera tool to pin photos or videos to your drawing
  4. Select the Write tool to choose the Pencil tool or Text tool
  5. Select the Shape tool to choose a cloud, rectangle, or circle annotation

In the drawings viewer, you can filter annotations by selecting the filter icon.

Drawings annotation filter icon with four filters selected

Four filters applied to the annotations list

Annotation filters include records filters and annotations filters.

The drawing annotations filter list
  1. Select to filter and view specific record types.
  2. Select to filter and view specific record statuses.
  3. Select to filter and view the annotations based on records assigned to a specific contact.
  4. Select to filter and view annotations based on the records assigned to a specific company.
  5. Select to filter and view specific annotation types.
  6. Select to filter and view annotations by color.
  7. Select to filter and view annotations created by a specific team member.
  8. Select to apply the filters you have chosen.

  9. If no filters are selected, the All annotations button displays. To view all annotations in the drawing, select it.

  10. Select to clear chosen filters.
  11. Select x to close the filter list and return to the drawing viewer.

    12. Conditional Filter options

    Conditional annotation filters

  12. These filters are only visible when relevant information such as assignee, company, or contacts are included within the drawing.

    13. On the filters list page:

    • The Assigned to contact filter does not display if there are no assignees within the drawing.

    • The Assigned to company filter does not display if there are no companies within the drawing.

    • The Created by filter does not display if there are no contacts who created annotations within the drawing.

Record Type Statuses
Action items Draft, Open, or Closed
Checklists Draft, Open, Pending Approval, Rejected, Approved, or Closed
Daily Reports Pending, Ready for Review, Approved, or Rejected
Field work directives Draft, Open, or Closed
Issues Draft, Open, or Closed
Meetings Draft, Scheduled, Completed, or Cancelled
Notices to Comply Draft, Open, Closed, or On Hold
Punch items Draft, Open, Pending Reinspection, or Closed
RFIs Draft, Open, or Closed
Safety notices Draft, Open, or Closed
Specifications Specification - Current
Submittals Draft, Open, Submitted, Revise and Resubmit, Revise as Noted, Rejected, Reviewed, Approved, Approved as Noted, or Closed
Submittal Packages Open, Submitted, Revise and Resubmit, Revise as Noted, Rejected, Reviewed, Approved, Approved as Noted, or Closed
Transmittals Sent, Received, or Obsolete
RFI Drawings Annotation Cloud
Plus icon in References section

Annotate

  1. Open the Drawings record.
  2. Select download icon to download a drawing.
  3. Select the drawing to open it.
  4. On the annotations toolbar, select the Write tool Write tool icon that accesses the pencil and text tool to choose either the Pencil tool Pencil tool icon or Text tool Text tool icon.

    5. —Or—

    Select the Shape tool Circle/square annotation icon to choose either the Circle Circle annotation icon, Rectangle Square annotation icon, or Cloud cloud annotation annotation.

    When you select an annotation tool, it displays in the toolbar, highlighted with a blue box.

    When the shape tool is selected, it is highlighted blue.

    The selected and highlighted shape tool displays annotation options.

    Selcted and highlighted rectangle tool

    Selected and highlighted rectangle tool.

  5. Touch the part of the drawing where you wish to drop the annotation.
  6. Select your annotation to make edits.

    7. An Edit pop-up displays.

  7. Select Edit.

    8. A quick menu displays.

  8. Select Style to adjust stroke and fill color, thickness, opacity, or border style.

    9. —Or—

    Select Link to attach the annotated drawing to a record.

    —Or—

    Select Copy to duplicate your annotation.

    —Or—

    Select Delete to remove an annotation.
    Select Undo icon to undo your last annotation action.

  9. To move the box, select and move it to the new location. To resize the box, use the handles to adjust the size.
  10. Swipe right or left to save your annotation, or select Blue x close icon to save your annotations and return to the Drawings list.
  1. Open the Drawings record.
  2. Select download icon to download a drawing.
  3. Select the drawing to open it.
  4. On the annotations toolbar, select the Camera tool Camera tool icon to pin one or more photos or videos to your drawing.
  5. Touch the part of the drawing where you wish to drop the photo pin.

    6. A menu displays.

  6. Select Camera roll icon Photos/Videos to choose photos or videos from your camera roll.

    7. —Or—

    Select Take photos icon Take Photos to take photos or record a new video.

  7. Select Edit icon to edit photos with Photo properties Photo properties tool icon or to annotate your photos with the Text tool Text tool icon or Pencil tool Pencil tool icon.
  8. Select Done.

    9. A photo carousel displays with the number of pinned attachments.

  9. Select View All to view all your photos and videos in a grid.

    10. —Or—

    Select Add plus icon to add more photos or videos.

  10. Swipe up or down to return to the drawing annotations toolbar.
  1. Open a record.
  2. For RFI records, select the Question or Comments box and enter your question / comment.

    3. —Or—

    For other records, in the References box, select Add button.

  3. Select Cloud annotation icon.
  4. Select the drawing to annotate.
  5. Touch the part of the drawing where you wish to drop the annotation box.
  6. To move the box, select and move it to the new location. To resize the box, use the handles to adjust the size.
  7. Select Done.
  8. Select Add.

Edit

  1. Open the Drawings record.
  2. Select download icon to download a drawing.
  3. Select the drawing to open it.
  4. Select the Photo pin Photo pin icon you want to edit.

    5. An Edit pop-up displays.

  5. Select Edit.

    6. A quick menu displays.

  6. Select Style to adjust fill color or opacity.

    7. —Or—

    Select Delete to remove an annotation.
    Photos save locally to the app library even if a photo pin is deleted.

  7. To move the box, select and move it to the new location. To resize the box, use the handles to adjust the size.

    8. Select Undo icon to undo your last annotation action.

  8. Select outside of the photo pin box to save it and return to the annotation toolbar.
  1. Open the Drawings record.
  2. Select download icon to download a drawing.
  3. Select the drawing to open it.
  4. Select the annotation you want to edit.

    5. An Edit pop-up displays.
    You cannot edit a pin with the toolbar.

  5. Select Edit.

    6. A quick menu displays.

  6. Select Style to adjust stroke and fill color, thickness, opacity, or border style.

    7. —Or—

    Select Link to attach the annotated drawing to a record.

    —Or—

    Select Copy to duplicate your annotation.

    —Or—

    Select Delete to remove an annotation.
    Select Undo icon to undo your last annotation action.

  7. Swipe right or left to save your annotation, or select Blue x close icon to save your annotations and return to the Drawings list.

Viewing

Once you apply filters to a drawing, those filters will apply to any drawing that you navigate to by swiping right or left, selecting another revision, or selecting recently viewed.

If you select one or more filters, then select an annotation and modify a property so that it no longer matches the active filters, that annotation will be hidden and will not display until you update your filter selection.

  1. Open the Drawings record.
  2. Select download icon to download a drawing.
  3. Select the drawing to open it.
  4. On the drawing viewer navigation bar, select Filters Annotations filter.

    5. A filters list displays.

    For the best experience on an iPhone, view the Filters page in portrait mode.

  5. Select the filters you want apply.

    6. A blue check mark displays next to the filters you select.

  6. On the Filters page, to deselect a single filter, select the blue check mark.

    7. —Or—

    To remove all selected filters, select Clear.

    —Or—

    To apply your chosen filters, select Apply filter(s).

    If no filters are selected, the button displays as All annotations. To view all annotations in the drawing, select it.

    —Or—

    To close the filters list and return to the drawing viewer, select x.