Creating and managing annotations, defects, and RFIs
Complete guide to creating pin and shape annotations on your drawings.
Learn about the five default annotation types and how to create custom types.
How to use and customise annotation statuses to track progress from open to completed.
How to assign annotations to team members, set due dates, and track overdue items.
How to add comments and file attachments to annotations for team collaboration.
How to filter, sort, and search annotations using the Actions view and global search.
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.
Guide to the Actions view — the central hub for managing all annotations across your projects.
How the Visible and Private settings, together with share roles, control who sees each annotation.
How to use approval workflows — assign approvers, track approval status, and manage sign-offs on annotations.
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