Review Submittal PDF Attachments

Add Markup to a Submittal PDF Attachment

1. Navigate to the project's Submittals tool.
2. Click the Items, Packages, Spec Sections, or Ball In Court tab. See Switch Between Submittals Views.
3. Click View next to the submittal with the PDF attachment you want to add markup to.
4. In the 'Submittal Workflow' table, click Open next to the PDF attachment you want to add markup to.

    Tip

   Current attachments are indicated by a 'Current' label in the 'Version' column. See When is a submittal attachment labeled as 'Current' in the 'Submittal Workflow' table?
5. Use the markup tools to add markups or one of your submittal stamps to the file.
   Note: If you change an applicable markup tool's attributes (stroke width, color, or opacity) before using that markup tool, the system will apply the same attributes by default each time you use that markup tool. Editing the attributes for an existing markup does not affect the markup tool's default attributes.
   
   This table lists the features and available keyboard shortcuts to use when viewing and adding markups to submittal PDF attachments.
    

   Button	Label	Action	Windows Keyboard Shortcut	Mac Keyboard Shortcut
   	Hide/Show Page Navigator	Hide or show the Page Navigator menu.	ALT + T	OPTION + T
   	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.	Press V	Press V
   N/A	Scroll Mode	Use your mouse or the arrow keys on your keyboard to scroll on the page and scroll between pages.	Press V	Press V
   	Pan	Click and drag your cursor to move across the page. For temporary panning, hold the SPACEBAR.	SHIFT + V	SHIFT + V
   N/A	Pan Mode	Click and drag your cursor to move across the page. For temporary panning, hold the SPACEBAR.	SHIFT + V	SHIFT + V
   	Pen	Draw a freehand line or shape.	Press P to select this tool.	Press P to select this tool.
   	Line	Draw a line.	Press L to select this tool.	Press L to select this tool.
   	Arrow	Draw an arrow.	Press A to select this tool.	Press A to select this tool.
   	Rectangle	Draw a rectangle.	Press R to select this tool.	Press R to select this tool.
   	Ellipse	Draw a circle or oval.	Press E to select this tool.	Press E to select this tool.
   	Cloud	Draw a rectangular cloud.	Press C to select this tool.	Press C to select this tool.
   	Freehand Highlight	Highlight with a freehand highlighter.	Press F to select this tool.	Press F to select this tool.
   	Highlight	Highlight text on a page.	Press H to select this tool.	Press H to select this tool.
   	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.	Press T to select this tool.	Press T to select this tool.
   	Stamp	Open the stamp menu and click the stamp you want to add. See Manage Personal Submittal Markup Stamps.	Press S to open the stamp menu.	Press S to open the stamp menu.
   	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
   	Redo	Redo the most recently undone markup action in your current review session.	CTRL + Y	CMD + Y
   	Stroke	Choose the desired stroke width for a selected markup. Adjusting the stroke width for a text box adds or modifies a border around the text box.	N/A	N/A
   	Color	Choose the color for a selected markup.	N/A	N/A
   	Opacity	Choose the opacity percentage for the fill color on a selected markup. Note: The opacity cannot be adjusted for Line, Arrow, Cloud, or Stamp markups.	N/A	N/A
   N/A	Duplicate	Duplicate a selected markup.	CTRL + D	CMD + D
   N/A	Delete	Delete a selected markup.	DELETE	DELETE Mozilla Firefox Only: SHIFT + DELETE
   N/A	Copy	Copy a selected markup.	CTRL + C	CMD + C
   N/A	Paste	Paste a copied markup.	CTRL + V	CMD + V
   	Zoom In	Zoom in on the page.	CTRL + Plus Sign (+)	CMD + Plus Sign (+)
   	Zoom Out	Zoom out on the page.	CTRL + Minus Sign (-)	CMD + Minus Sign (-)
   N/A	Zoom to Fit	Fit the full page in the attachment viewer.	CTRL + 9	CMD + 9 Safari: CTRL + 9
   N/A	Zoom to Width	Fill the attachment viewer with the full width of the page.	CTRL + 0	CMD + 0 or CTRL + 0
   	Previous Page	Move to the previous page.	SHIFT + Up Arrow (↑)	SHIFT + Up Arrow (↑)
   	Next Page	Move to the next page.	SHIFT + Down Arrow (↓)	SHIFT + Down Arrow (↓)
   N/A	Scroll Up	Scroll up the page. 1	Up Arrow (↑)	Up Arrow (↑)
   N/A	Scroll Down	Scroll down the page. 1	Down Arrow (↓)	Down Arrow (↓)
   N/A	Scroll Left	Scroll left on the page. 1, 2	Left Arrow (←)	Left Arrow (←)
   N/A	Scroll Right	Scroll right on the page. 1, 2	Right Arrow (→)	Right Arrow (→)

   ¹ The attachment viewer must be in 'Scroll Mode'.

   ² Scrolling left and right are only available when the page view in the attachment viewer is narrower than the actual page width.

6. When you are finished adding your markups and stamps, click Close to close the attachment viewer and to return to the submittal.
   
   
   
   The submittal PDF attachment you added markups to will have a markup pencil  icon next to it and 'Current' will display in the 'Version' column to indicate which version of the attachment is the most up-to-date.
   
   

Optional: Add or Remove a Blank Page or Cover Page

This task can only be performed by Submittal Managers and users with 'Admin' level permissions on the project's Submittals tool with the current Ball In Court responsibility.

1. Navigate to the project's Submittals tool. 
2. Click the Items, Packages, Spec Sections, or Ball In Court tab. See Switch Between Submittals Views.
3. Click View next to the submittal with the PDF attachment you want to add a blank page or a Procore-generated cover page to.
4. In the 'Submittal Workflow' table, click Open next to the PDF attachment you want to add a blank page or a Procore-generated cover page to.

    Tip

   Current attachments are indicated by a 'Current' label in the 'Version' column. See When is a submittal attachment labeled as 'Current' in the 'Submittal Workflow' table?
   
   Adding a cover sheet or blank sheet to an attachment does not give it the label of "Current" in the Version column of the 'Submittal Workflow' table.
5. Open the page navigation menu by pressing ALT + T (or OPTION + T) on your keyboard or by clicking the angle bracket tab.
   
   
6. Click Add Page.
   
   
    
7. Select Blank Page or Cover Page in the 'Add Page' window.
   
   
    
8. To remove a blank page or a Procore-generated cover page, open the page navigation menu and click the  icon next to the page number.

    Important

   • This page can only be deleted when it has no markups. If you have added markup to the page, you can delete your markups and then delete the page, but you cannot delete another user's markups.
   • Deleting a blank page or a cover page will reset the undo/redo queue, meaning that any markup actions completed in your current review session before the page was deleted cannot be undone or redone using the 'Undo' and 'Redo' buttons or keyboard shortcuts.
   
    
9. Click Close to close the attachment viewer and to return to the submittal.
   
   
   
   The markup pencil  icon shows next to the submittal PDF attachment if a cover sheet was added but not if a blank sheet was added.