PDF Markups


Users can create, assign, publish, and collaborate on issues related to markups with the PDF document. The PDF markup tool is launch automatically in the new web browser as the user launch a PDF file. The tool is equipped with PDF standard manipulation and markup function. 

Top Bar

Inside the Top Bar you will find the following options:

Markup a Drawing

The example below provides some details on how to cloud around a section in the drawing and add comments as to what needs to be changed.

  1. Open a PDF file.

  2. Navigate to the location of the North arrow using the navigation tool.

  3. Select the Shape tool then select the Cloud tool.


  4. Draw cloud around the North arrow. 


  5. To add text to the cloud. Select the cloud with the mouse and right-click. Select Free text (T).


  6. Type in the text to complete the markup.


Create an Issue

A user can create an Issue, RFI, Punchlist item etc. from a markup directly from the PDF Markup viewer. The example below demonstrates this:

  1. Using the same PDF document, select the cloud shape and click the   icon to display the Create Issue dialog. Fill in the required information i.e. Issue type, Subject and Description, etc. 


  2. When finished select from one of the two options to save the issue:
    • Create as Draft
    • Create as Assigned

  3. An issue red flag   is appeared at the clouded location of the issue in the document.



Exercise: Review issue and comment

Issue is also a communication tool for the project team. User may perform review and comment to issue on the document electronically.  

  1. To perform review on an issue, open a PDF document.
  2. Select a flag icon   located on the top right corner of the page. The issue Notes dialog lists all the issues related to the document. When an issue is selected from the issue Notes dialog, the location of the issue red flag   is identified and highlighted. From the red flag context menu, user may comment  , update issue  , and change the issue style  .

To comment on the issue, user may simply type in the reply field and comment. All the conversation related to the issue is tracked and recorded on the document automatically.