Workflows such as Facility Audits, Design Coordination and Punch Lists all require the context of location to fully convey the data being gathered. The Drawing View allows a user to place annotations directly on a pdf drawing to ensure the location of a particular issue or building element is clear to everyone.

One major thing to keep in mind when working in a Drawing View is that each annotation you add is not just a two dimensional graphic. That annotation actually represents an Element within the Layer database.

Creating a Drawing View

To create a drawing view for a particular category, click the Create View button by the category name:

Note: if you have already created other Gallery or Table views, the button will read Select View. Clicking that will display previously saved views and another button that reads Create a New View.

Either option will open a window in which you will give your new view a Name and then select the Drawing view type. Click the Choose PDF button to select and upload a file from your computer.

You also have the option to select from four Markup Tool types. You can change your tool type at any time so don't worry too much about this setting now.

Click Create View and the new Drawing View will open.

To zoom in and out of your drawing, either use the zoom control in the lower left corner of the view or hold the Ctrl key while scrolling your mouse wheel.

Add Annotations to the Drawing View

You have the option to either create a new Element by clicking the plus sign or to link an annotation to an existing Element by clicking the chain link button.

When you click the plus sign you will be prompted to click on the drawing to place an annotation of the type currently selected. The default type is a Dot. To change annotation type to Cloud, Polygon or Rectangle click the Dot icon in the upper right corner.

In the example below I've selected the Rectangle option. After clicking the Plus button I simply click and drag to create an annotation over the desired area. This creates the new Element which I can then rename and add corresponding data.

If you've already created Elements which you would like to depict in your drawing view, click the chain link button and draw the annotation as before. Select from the list of existing Elements that appears.

Once Element annotations have been placed in a drawing view, a new field titled References in Drawing View will display in the Element form. Clicking on any of the items in that field will take you to that view and center the annotation in your screen.

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