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Keep track of annotations with markups
Keep track of annotations with markups
Sjaak Velthoven avatar
Written by Sjaak Velthoven
Updated this week

The new Markup feature allows to regroup annotations which might be placed across different pages of a document and across multiple revisions.

Sets of annotations can be found as comments on topics.

In the markups tab of the right information menu of a document you will find the sets of annotations that are grouped together in a markup.

When activated, the annotations in a markup can be previewed on a document.

The diagram below illustrates how annotations are grouped under different markups which can then be saved as comment under new or existing topics.

Please note the following:

  1. A Markup can contain one or multiple sets of Annotations.

  2. A Topic can contain one or multiple Markups saved as Comments.

  3. Inside a Topic, a Markup is a set of annotations that always belongs to the same revision.

  4. Multiple Markups on one document can be saved as multiple topics OR under one single existing Topic.

  5. If one Markup contains multiple sets of annotations spread across multiple pages, there will be a comment per set of annotations on each page.

This article contains information about the following topics:

Two workflows

When you want to point out something in a document there can be different ways of communicating this with your peers.

One topic per markup

Each markup with annotations is communicated seperately.

This can be good for markups that each are directed to one or more people.

A topic can be created from each markup. Each topic can then be followed up on.

All markups in one topic

Keep all communication about the annotations you create in one place.

This can be good for markups with general annotations that will all be followed up by one or more people. A topic should then be prepared in which you combine all your markups.

Creating annotations

Like before you are able to create annotations by navigating to the document in the documents table and clicking on its name to see the document preview.
Here you can choose an annotation tool from the toolbar.

Click anywhere in the document to create the first annotation to start your markup:


Markups tab

After having created some anotations you will see that you have unsaved markups in the markups tab of the right information panel.

Note: When you first open a document, its right menu might be closed.

You can click on the information button on the bottom right of the document banner to expand this menu.

Multiple markups at once

Let's say that this markup was directed towards the Architect, but you also want to send out some changes for the structural engineer. You can then click on the new markup button to start preparing another markup.

At this point, you can still go back to your previous markup and edit your previous markup

Saving markups

After you are done editing your markups, you can save them.
When saving, a comment will be created for each set of annotations on the page of a revision

Save each markup to its own topic

If you click Save markups you will create one topic for each markup.


These topics can look something like this:

If there are annotations on multiple pages in the documents there will be a comment with a screenshot of the annotation for each page that contains annotations.

You can now assign each topic to the right person so they can start making the changes.


Save all markups to one topic

If you would rather have all markups in one topic you can prepare a topic and click on the topic select dropdown and select an existing topic.

Here you will see topics where the document has been linked and if there are any comments about this revision.

If there are annotations on multiple pages in the documents there will be a comment with a screenshot of the annotation for each page with annotations in each markup.

This is what the topic can look like when you save multiple markups to the same topic:

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