📌Annotations & Actions
Creating and managing annotations, defects, and RFIs
Creating Annotations
Complete guide to creating pin and shape annotations on your drawings.
105 views
Annotation Types Explained
Learn about the five default annotation types and how to create custom types.
116 views
Managing Annotation Statuses
How to use and customise annotation statuses to track progress from open to completed.
109 views
Assigning Annotations & Due Dates
How to assign annotations to team members, set due dates, and track overdue items.
108 views
Comments and Attachments
How to add comments and file attachments to annotations for team collaboration.
113 views
Takeoffs (manual tool)
Count items, measure run lengths, and compute areas straight on a drawing — with running totals grouped by colour-coded categories. Covers the three takeoff modes (COUNT / LINE / AREA), category management, the group panel, focus mode, and the LABELS toggle.
111 views
Filtering and Searching Annotations
How to filter, sort, and search annotations using the Actions view and global search.
112 views
Using the Actions View
Guide to the Actions view — the central hub for managing all annotations across your projects.
108 views
Annotation Visibility
How the Visible and Private settings, together with share roles, control who sees each annotation.
118 views
Approval Workflows
How to use approval workflows — assign approvers, track approval status, and manage sign-offs on annotations.
116 views