Users with the Can Create Comments privilege can create markups in the Asite File Viewer. Markups are saved on the file/drawing so teams can cross-reference comments with visual context.
Administrators can configure Markup Options to regulate markups created by users. To access Markup Options:
List View:
Go to the Projects tab.
Right-click on the required project.
Select Edit Project Information.
Thumbnail View:
Go to the Projects tab.
Select the cog ⚙ icon on the project tile.
Choose Project.
Edit Project Tab:
Once the window opens, navigate to the Project Settings tab, you'll find Markup Options on the right hand side.
Viewing Markup Options in Files
Select the required project and navigate to the Files tab.
Open the required file.
In the action bar at the bottom, click the plus + icon to add a new markup.
Once you've completed your markup, click the Save
icon in the action bar to save your changes.
Markup Options
Users can select between three Markup Options:
Save markup only.
Save markup and open a discussion.
Save markup and automatically send a discussion.
NOTE: If the selected project has Comment Review enabled, users will not have access to Markup Options in Project Settings.
Save Markup Only
When you click the Save
icon, a pop-up will appear asking you to name your markup.
The pop-up also includes a checkbox: Start a Discussion on Saving Mark-up.
You can choose to tick or leave it unticked.
If ticked:
If unticked:
The markup is saved on the file and no aMessage is created.
Save Markup and Open a Discussion
When you click the Save
icon, a pop-up will appear asking you to name your markup.
The pop-up also includes a checkbox: Start a Discussion on Saving Mark-up.
This will be checked by default based on the project's markup settings and cannot be unticked.
When you click the Save
icon, an aMessage panel will open on the right-hand side of your screen, with your markup already associated. From here, you can:
Save Markup and Automatically Send a Discussion
NOTE: Once sent, you cannot modify this recipient list. However, you can update the distribution before saving the next markup to ensure those recipients are included in the next automatic delivery.
Related Articles: Create Markup, Add Markup Stamp