Markup References

You can add references to a markup to create a two-way relationship between a markup and other project information. This allows your team to easily access any relevant information about a markup.

Here are some examples of what this relationship can look like:

In this topic, you'll learn how to:

Add References to Markups

  1. Open a file in the Files tool.

  2. Create a markup or select an existing markup.

  3. Click in the menu the appears above the markup.

  4. In the right panel, click the References tab.

  5. Click Add references and choose a reference type. Options include:

    • Sheets
    • Files
    • RFIs
    • Forms
    • Submittals
    • Assets

  6. Add your chosen references.

References will be listed in the References tab. Also when you click a markup, in the menu, you can quickly see the references and if applicable, use the arrows to navigate between multiple.

Note: When a markup has references, it will have a blue badge at the top-right corner. When viewing a sheet, as you zoom in, the badge will expand to show a maximum of two references. You can also move and hide the reference badge.

Move Reference Badges

With a markup selected, you can drag a reference badge to move it anywhere in the viewer. This won't affect anyone else's view of the badge and the move only lasts as long as your current file viewing session.

Hide Reference Badges

  1. In the left navigation menu, click the markups icon .

  2. Click the badge icon.

Hiding reference badges won't affect anyone else's view and only lasts as long as your current file viewing session.

Note: The blue reference badge does not display for automatic links created on sheets during the publishing process.

Remove References on Markups

  1. Open a file in the Files tool.
  2. Click a markup.
  3. Click .
  4. In the right panel, click the References tab.
  5. Hover over the reference and click to remove.
  6. In the pop-up, click Remove.