Collaborate with drawings

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. From the navigation menu, open the Drawing Sets view.
    2. Open drawing sets view

    —Or—

    Open the Drawing Sets view from the dashboard.

    Open drawing sets view
  2. In the Drawing Sets view, click 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.
Steps for creating a 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. Click Publish Drawings.
    3. Publish drawings
  3. Set the publishing notification, and then click Publish.
    4. Publishing notification
Publish approved drawings

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

    —Or—

    In the Drawings and Specifications module, click the Drawings tile.

    Open drawing sets view
  2. Click the drawing.
    3. Open drawing sets view
  3. Add annotations and link them to records and other items.
    4. Add annotations
Add annotations to a drawing