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Procore

Apply Markup and Add a Stamp to PDF Attachments in a Submittal

Objective

To apply markup and a custom company stamp to the PDF attachments in a submittal. 

Background

The integrated PDF markup feature in the project's Submittals tool give users the ability to use editing markup tools on any PDF that has been attached to a submittal. the markup feature also lets authorize project users upload a customized submittal stamp, which construction can then be applied to shop drawings and other documents that are attached to the submittal to ensure that the drawing or document is in compliance with the contract documents. 

Things to Consider

  • Required User Permission:
    • 'Standard' or 'Admin' level Submittals tool.
      Note: If you are a user with 'Admin' level permission on the project's Submittals tool, you can apply markup to a PDF attachment in the submittal when it is in the 'Open' status. 
    • A member of the submittals workflow with Ball-In-Court responsibility on the submittal in which the PDF file has been attached. 
  • Additional Information:
    • If you want to add a stamp for use with the markup tool, you must upload it first. See Add a Custom Company Stamp for PDF Attachments in a Submittal.
    • Any user who has been granted permission to view the submittal will also have permission to view the PDF attachments.
    • If two users markup a submittal at the same time, both user's markups will be saved. However, the users will not be able to see another user's changes in the live window. To see another user's changes, close the PDF and then view the markup at a later time. 

Demo

 

Video content may not accurately reflect the current state of the system, and/or it may be out of date.

Steps

  1. Navigate to the project's Submittals tool. 
  2. Locate the submittal to apply markup to. Then click View.
  3. Scroll to the Attachments field and click the attachment to apply markup to.
  4. Click the PDF attachment to open it. 
  5. Use the available markup tools to apply markup or add your project's customized submittal stamp.
    Notes:
    • To learn how to upload a customized stamp, see Add a Customized Submittal Stamp for PDF Submittal Attachments.
    • To select multiple items drawn with markup tools, hold down the SHIFT key and click to select the markup item.
    • If you are a user with 'Admin' level permission and want to insert a blank cover page to the PDF attachment when the submittal is in the Draft or Open status, click the arrow in the center of the markup toolbar to open the page navigator. Then click +Page. You can only add one (1) page per attachment. In addition, pages cannot be removed. 
       

      The table below details the buttons and keyboard shortcuts available with the markup toolbar.

      Button Label Keyboard Shortcut Action
      btn-select-75x75.png Select Press V Select and/or move an object on the page.
      btn-draw-75x75.png Draw Press P Draw a freehand pen or line.
      btn-stroke-75x75.png Line Press L Adjust the weight of the line used as a border or the width of a pen or highlighter stroke.
      btn-arrow-75x75.png Arrow Press A Draw an arrow to point to an area.
      btn-box-75x75.png Rectangle Press R Draw a rectangle to draw attention to an area.
      btn-oval-75x75.png Ellipse Press E Draw a circle or oval to draw attention to an area.
      btn-cloud-75x75.png Cloud Press C Draw a rectangular revision cloud to draw attention to an area.
      btn-highlighter-75x75.png Highlight Freehand Press F Draw with a freehand highlighter. 
       btn-highlight-text.png Highlight Text Press H Highlight text on a page.
      btn-text-75x75.png Text Press T Add a text box for comments, labels, or information.
      btn-stroke-75x75.png Stroke - Click to select the desired stroke width of then pen in pixels.
      btn-stamp-75x75.png Stamp Press S Add a .jpg or .png to use as a stamp. 
      btn-color-75x75.png Color - Click to select the desired color from the palette.
      btn-opacity-75x75.png Opacity - Select the opacity/transparency setting for the selected object.
      btn-zoom-in-75x75.png Zoom in - Zoom in.
      The pinch-to-zoom motion on a touchpad and scroll wheel zooming your mouse is also supported.
      btn-zoom-out-75x75.png Zoom Out - Zoom out.
      The pinch-to-zoom motion on a touchpad and scroll wheel zooming your mouse is also supported.
      - Left Arrow Press ◅ Press the left arrow key (◅) to move to the previous page.
      - Right Arrow Press ▻ Press the right arrow key (▻) to move to the next page.
      - Delete Press DELETE Press the DELETE key to remove the object.
  6. Close the attachment viewer.
  7. Markups are automatically saved. The illustration below shows you the Attachments area in a submittal when markups have been applied.

    attachments-markup-modifcations.png
     

See Also