Markup Attachments

Attach documents such as PDFs, photos or RVT files from the Plans and Project Files folders. Note: You can only attach documents that have been uploaded to Document Management.

Add Attachments

1. In the viewer, click a markup you want to add an attachment to, and then in the quick access toolbar, click .

   Tip: As an alternative, click in the top-left corner to open the Markups panel, hover over a markup in the list, and then click Add attachments.

2. Navigate to the desired folder, select the file, and click Open.

   Tip: The blue attachment icon indicates the number of documents attached to a markup.

3. To add another attachment from the viewer, click and navigate to the desired document.

4. To add another attachment from the Markups panel, hover over a markup, and click .

   Tip: You can drag the blue attachment icon to a desired location in the viewer. To do that, enter the markup edit mode, then reposition the icon as needed.

Open Attachments

Access attachments from the viewer.

1. Click the attachment icon (number of attachments) next to a markup.
2. Use the arrows to navigate to the desired attachment.
3. Click the attachment preview.

To access attachments from the Markups panel.

1. Click in the top-left corner to open the Markups panel.
2. Hover over a markup in the list, and click Attachments (number of attachments) to see the attached file list.
3. Click the file name to view the attachment.

After viewing an attached/hyperlinked drawing, click Return to go back to the original drawing.

Rename attachments

Modify names of markup attachments.

1. Click in the top-left corner to open the Markups panel.
2. Hover over a markup in the list, and click Attachments (number of attachments) to see the attached file list.
3. Click Rename next to the file to rename.
4. Modify the name as needed.
5. Click the check mark.

Delete attachments

Remove attached files/hyperlinks.

To delete attachments from the viewer.

1. Click the blue attachment icon (number of attachments) next to a markup.
2. Use the arrows to navigate to the desired attachment.
3. Click Delete next to the attachment to delete.

To delete attachments from the Markups panel.

1. Click in the top-left corner to open the Markups panel.
2. Hover over a markup in the list, and click Attachments (number of attachments) to see the attached file list.
3. Click Delete next to the attachment to delete.