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Markup Tool Overview

Updated over a year ago

Key Features

  • Versatile Annotations: Add text, shapes, arrows, and highlights to documents, providing flexibility in how you mark up and customize your files.

  • Multi-Page PDF Navigation: Scroll through and annotate multiple pages of PDFs directly from within the Markup Tool. Easily navigate between pages and continue adding annotations as you go.

  • Non Destructive Editing: Annotations made with the Markup Tool create an additional layer on the original document. Both the annotated and original versions are saved, allowing for easy reversion, undoing, or redoing of any changes.


How to Get Started with the Markup Tool


Accessing the Tool

  • Open a supported file (JPEG, PNG, TIFF, or PDF) and click on the Preview button.

  • The Markup icon will appear in the upper right-hand corner. Click the icon to enter markup mode.

If you don’t see the Markup icon:

  • The file may not be supported, or you may not have permission to access the markup mode.


Navigating and Viewing Files

  • Scroll through multiple-page PDFs or use the page navigation buttons to flip between document pages.

  • Zoom & Selection Tools:

    • Zoom in and out as needed.

    • Auto-size documents to fit the window for easier viewing.

    • Use the Page Panning Tool to navigate across large documents without changing the zoom level.

    • Multi-select Tool: Choose multiple annotations at once to move or edit them in bulk.


Adding Annotations

Text Tool

  • Add text to your document with options to adjust:

    • Font size and color

    • Alignment settings

    • Choose from multiple fonts

Shapes

  • Multiple shapes are available, including:

    • Lines:

      • Adjust color, line weight, and create multi-point lines.

    • Arrows:

      • Adjust arrow color, line weight, and select the arrowhead style.

    • Shapes (e.g., squares, circles, polygons):

      • Customize shape settings such as line color, fill color, line weight, and line style.

    • Revision Cloud: A specialized shape (aka cloudy rectangle) to highlight sections for review.

Annotation Saving, Sharing, and History

Automatic Saving

  • All annotations are saved automatically as they are created.

Annotation Deletion

  • You can easily delete any annotation by selecting it and using the delete option.

Annotation History

  • View the Annotations Side Panel to see who created each annotation and when it was added.

  • Track annotation history for accountability and version control.

Download and Export

  • After completing your annotations, you can download or export the file with all the annotations included for easy sharing with your team.


Identifying Document Markups

When a markup has been added to a document, a small icon will appear to the left of the version number next to the uploaded file. This icon lets you know that changes or annotations have been made to the document.

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