About Pinning and Connected Items in the Document Management Tool

Background

On complex project drawings, team members often need to track specific issues or site observations that do not require a structured review process. The Connected Items feature allows you to pin these items to a precise location on a document, ensuring that everyone with access to the document can see the associated status, markups, and details in one centralized view.

Things to Consider

Required User Permissions: Must have the ability to add markups to Document Management workflows to utilize grouping features for more organized and efficient reviews.
Workflow Independence: Pins created via the Connected Items tab are independent and do not interact with pins or issues created within the Comment Register workflow.
Functional Limits: While you can link existing or create new items, certain tools (like Observations) do not currently support a details panel within the viewer.

Steps

To pin an existing or new item to a document, perform the following steps:

Open the Connected Items Tab
Link an Existing Item
Create a New Pinned Item
Pinning Capability Table

Open the Connected Items Tab:

Navigate to the project’s Document Management tool.
Make sure you are in the Documents tab.
Click the Connected Items icon on the left rail.

Link an Existing Item:

Navigate to the project’s Document Management tool.
Make sure you are in the Documents tab.
Click the Connected Items icon on the left rail.
Select a tool (for example, Coordination Issues) to see items correlated to the document.
On the desired item card, click + Pin.
Click the location on the document to drop the pin.
(Optional) Use the markup tools (for example, Cloud) to add a drawing. This markup is now attributed specifically to this pin and is only visible when the pin is selected.

Create a New Pinned Item:

Within the Connected Items tab, click the plus (+) icon.
Click the document to drop the pin.
Fill out the required fields in the creation form and click Create.

Pinning Capability Table:

Feature/Tool	Link Existing	Create New	Add Markup	Details Panel (in viewer)
Coordination Issues	Yes	Yes	Yes	Yes
Observations	Yes	Yes	Yes	No