Add Markups in the Document Management Tool

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The Document Management tool is available in select countries. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.

Objective

How to add markups to a document in the project's Document Management tool.

Background

When a workflow has been created for a document, Workflow Assignees can add markups while reviewing the document. Markups can only be added during a workflow assignee's step in the workflow.

Things to Consider

  • Required User Permissions:

    • 'Standard' or 'Admin' level permissions to the project's Document Management tool.
      AND

    • Added as an assignee for a workflow.
      Note: By default, only 'Current Step Assignees' can add markups during their step in the workflow. However, the 'Create Markup' permission can be enabled for additional roles ('Workflow Assignees' and 'Workflow Manager'), or disabled for all users. See View and Manage Workflow Permissions in the Document Management Tool.

  • Additional Information:

    • Currently, markups can only be added to PDF documents that are in a workflow. See About Workflows in the Document Management Tool.

    • By default, only 'Current Step Assignees' can add markups during their step in the workflow. However, the 'Create Markup' permission can be enabled for additional roles ('Workflow Assignees' and 'Workflow Manager'), or disabled for all users. See View and Manage Workflow Permissions.

Video

Steps

  1. Navigate to the project's Document Management tool.

  2. Make sure you are in the Documents tab.

  3. Click on the saved view called Assigned to Me that is in the 'In Review' collection.
    Note: You can also access these documents from other saved views, such as 'All Documents' at the bottom. If you have been given 'Create Markup' permissions, the 'Assigned to Me' saved view is not the only place where you can find documents that you can markup.

  4. Click the In Review tab.

  5. Open the document that you want to add markups to.
    This opens the viewer.

  6. The workflow icon-workflow-pdm.png panel automatically opens if a workflow is applied to the item. Click the x to close the panel if you want to see other functions in the viewer such as the markup icon-markup-pdm.png list.

  7. Add markups to the document as necessary. See the Markup Options section below for information about the markup tools.

  8. When you are finished adding markups, click Close to exit out of the viewer and return back to the list of documents.
    pdm-markups-viewer.png

Markup Options

This table lists markup tools and keyboard shortcuts to use when adding markups to PDF files.

Icon

Name

Action

Windows Keyboard Shortcut

Mac Keyboard Shortcut

icon-markup-select.png

Select

Click to select or move a markup on the page. To select multiple markups, hold SHIFT on your keyboard and click on each markup you want to select as part of a group.

V

V

icon-markup-pan.png

Pan

Click and drag your cursor to move across the page. For temporary panning, hold the SPACEBAR.

SHIFT + V

SHIFT + V

icon-markup-pen-pdm.png

Pen

Draw a freehand line or shape.

P

P

icon-markup-line.png

Line

Draw a line.

L

L

icon-markup-arrow.png

Arrow

Draw an arrow.

A

A

icon-markup-box.png

Rectangle

Draw a rectangle.

R

R

icon-markup-circle.png

Ellipse

Draw a circle or oval.

E

E

icon-markup-cloud.png

Cloud

Outline something or create a shape with cloud lines.

C

C

icon-markup-highlight-freehand.png

Freehand Highlight

Highlight with a freehand highlighter.

F

F

icon-markup-highlight-text.png

Highlight

Highlight text on a page.

H

H

icon-markup-text.png

Text

Add a text box. The text box must be filled to be selectable. The font size can be adjusted by selecting a filled text box and moving the slider above the text box.

T

T

icon-markup-stamp.png

Stamp

Open the stamp menu and click the stamp you want to add or upload a new one.

S

S

icon-undo.png

Undo

Undo the most recent markup action in your current review session. This excludes adding or removing blank or cover pages.

CTRL + Z

CMD + Z

icon-redo.png

Redo

Redo the most recently undone markup action in your current review session.

CTRL + Y

CMD + Y

icon-markup-zoom-in.png

Zoom In

Zoom in on the page.

CTRL + Plus Sign (+) or CTRL + scroll or pinch out

CMD + Plus Sign (+) or CMD + scroll or pinch out

icon-markup-zoom-out.png

Zoom Out

Zoom out on the page.

CTRL + Minus Sign (-) or CTRL + scroll or pinch in

CMD + Minus Sign (-) or CMD + scroll or pinch in

icon-markup-page-next.png

Previous Page

Move to the previous page.

SHIFT + Up Arrow (↑)

SHIFT + Up Arrow (↑)

icon-markup-page-previous.png

Next Page

Move to the next page.

SHIFT + Down Arrow (↓)

SHIFT + Down Arrow (↓)