Markup References

You can add references to photos, issues, and other project items to create a two-way relationship between a markup and other relevant project information.

For example, you can click a reference to an RFI in a markup. It will direct you to that RFI within the RFIs tool. Click the markup reference within the RFI to direct you back to document where the markup is located.

In this topic, you'll learn how to:

• Add References to Markups
• Move Reference Badges
• Hide Reference Badges
• Remove References on Markups

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.

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.

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.