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Add Markups in the Document Management Tool

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regional availability
The Document Management tool is available in select countries. It is not yet available for Procore accounts in the United States. For more information, 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. Click the workflow icon-workflow-pdm.png icon to open the workflow menu.
  7. Click the markup icon-markup-pdm.png icon to open the markup tools.
  8. Add markups to the document as necessary. See the Markup Options section below for information about the markup tools.
  9. 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
btn-stroke-75x75.png Line Draw a line. L L

btn-arrow-75x75.png

 Arrow Draw an arrow. A A
btn-box-75x75.png Rectangle Draw a rectangle. R R
btn-oval-75x75.png Ellipse Draw a circle or oval. E E
btn-cloud-75x75.png Cloud Draw a rectangular cloud. C C
btn-highlighter-75x75.png Freehand Highlight Highlight with a freehand highlighter.  F F
 btn-highlight-text.png Highlight Highlight text on a page. H H
btn-text-75x75.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. 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 (+) CMD + Plus Sign (+)
icon-markup-zoom-out.png Zoom Out Zoom out on the page. CTRL + Minus Sign (-) CMD + Minus Sign (-)

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 (↓)