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Procore

View PDF Markup Activity on a Submittal Attachment

Customer success with our tools is our top priority. Accordingly, we have decided to roll back the release of the Submittal Markup feature in order to make some enhancements. These changes are based on customer feedback and will result in improved usability. We expect to reintroduce this feature shortly. In the interim, users who click on an attachment will be taken to a read-only viewer.

 

Objective

To view interactive PDF markup activity on a submittal attachment. 

Background

When users add markups to submittal attachments in the PDF format, you can also view all the activities that have occurred with the markup.

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. 
  • Prerequisites:
  • Additional Information:
    • Any user who has been granted permission to view the submittal will also have permission to view the markup history in 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. 

Steps

  1. Navigate to the project's Submittals tool. 
  2. Locate the submittal with the PDF attachment. Then click View.
  3. In the Attachments field, click the PDF file to open it. 
  4. In the attachment viewed, do the following:

    markup-activity-cloud.png
     
    1. Highlight a markup item on the desired page. 
    2. Click the Activity icon to open the Markup Activity pane shown below.

See Also

 

 

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