Create and Style Markups

Project members can create, edit, and delete the markups they've created on sheets on web or mobile. Only project members with Create permissions or above can publish markups to allow all project members to view.

Create Markups in Files

Members can create markups on PDF, PNG, JPG, and JPEG files. Markups can also be created on any 2D elements contained in DWG and RVT files.

1. Open the relevant file from the Files tool.

2. Select a tool from the markup toolbar on the right and start creating your markup.

3. Click the PDF file to place the markup. Adjust the handles of the markup shape to control the size and layout of the markup.

   Tip: Click and drag when placing the markup to control the size and orientation of the markup from the start.

4. Click out of the markup to complete.

At this point, the markup is unpublished and only visible to you as the creator.

Unpublished Markups

An unpublished markup is only visible to the member who created it. All markups (except issues) are initially unpublished, and members with the relevant permissions must publish these to make them visible to all project members.

Published Markups

Published markups are visible to all members. Only members with Create permissions or higher can publish markups. See Markups Permissions for more information.

To publish a markup:

1. Select the markup or use shift and click to select multiple markups.

2. Click Publish (subject to your permissions).

   

Style and Edit Markups

You can select border colors to apply to all standard markups, and also fill colors to shapes, textboxes, and callouts, directly from the markup toolbar. The selections you make will persist so that any markups you create from now on will follow these colors.

For border, click the border icon, and for fill, click the filled square icon. Select a color from the options.

To apply more advanced styling options for all markup types:

1. Select an existing markup.

   Note: To bulk edit markups, press shift and click each markup to add or remove them from the selection. You can only edit attributes applicable to all selected markups and any changes will apply to all selected markups.

2. Click Edit to open the edit panel.

3. Choose from the available settings in the Details tab:

   • Text color - Textbox and callout markups only
   • Font size - Textbox and callout markups only
   • Border color
   • Border opacity
   • Border thickness
   • Fill color
   • Fill opacity

   

   Note: You also have options to Publish or Unpublish (where relevant), Delete, and add or remove References in the Details tab. For more information about adding or removing references from a markup, see Add References to Markups.

4. Click at the top right corner to close the panel.

Any markups you create from now on will use the settings you select.