Collaborate with drawings

TC1 version

Explore the Drawings module, which allows field teams, subcontractors and owners to share drawings. When you're ready to upload and publish drawings, follow the steps below.

Create a drawing set

A drawing set groups drawings together. You need to first create a drawing set and upload drawings (.pdf files) into the drawing set.

  1. In the Records section of the project menu, select Drawing Sets.
    2. Open drawing sets view
  2. In the Drawing Sets view, select add_circle (Create).
    3. Create drawing set
  3. In the new drawing set, upload the first drawing, which must be a .pdf file.
    4. Upload first drawing
  4. Define the title block regions for the drawing details.

    5. The drawing details are taken from the same regions for each drawing that's uploaded into this drawing set.

    Define title block
  5. Upload more drawings into the drawing set.
    6. Upload more drawings
  6. Enter the drawing set name, and then save the drawing set.

Publish approved drawings

When the drawings are ready, you can publish them so that your team members can open them in the drawing viewer.

  1. Change the status of each drawing to Approved.
    2. Approved status
  2. Select Publish Drawings.
    3. Publish drawings
  3. Set the publishing notification, and then select Publish.
    4. Publishing notification

Add annotations to drawings

After a drawing is published, you can add annotations and link them to items such as records, models, and other drawings.

  1. From the navigation menu, open the Drawings view.
    2. Open drawing sets view
  2. Select the drawing.
    3. Open drawing sets view
  3. Add annotations and link them to records and other items.
    4. Add annotations