Use Markup to Collaborate

The Markup functionality enables you to collaborate through annotating the 2D and 3D Model documents, displayed in:

• AVEVA Asset Information Management File Viewer

• Accusoft Viewer

Understand User Rights for Markup

As a default user, you can:

• Markup 2D and 3D Model documents, using the Annotation tools.

• Select and load the Markups created and saved by the other users.

However, you must have the appropriate rights granted by a user with administrative privileges, to execute the following actions:

Note: For more information on User Access, see Set Up User Access.

View the Markups

As a default user, you can view the Markup created and saved by the other users.

• The number of saved Markups pertaining to an opened document appears as a superscript of the Markup icon in a red circle.

  

• Selecting the Markup icon opens the Markup panel, listing the name and description of all the saved Markups, with the saved date and time.

  

• Selecting a Markup's name displays that Markup on the opened document.

  Important: This action will clear any currently visible annotations in the file being viewed.

Create, Edit and Delete Markups

You must have the CreateMarkup right to create, edit or delete your Markups in the documents. If not, these command buttons will be unavailable.

To create, edit and delete Markups:

1. Add a Markup in the document.

2. Select the Markup icon.

   The Markup panel opens.

3. To create a Markup, click the Create icon.

4. In the New Markup panel, enter the Name and Description, and then select Save.

   After the details are saved, the message "Markup has been created" appears at the bottom-right corner. The new Markup Name, Description, the Saved Date and Time, appears in the Markup Panel. Also, the number in the red circle appearing as a superscript of the Markup icon, increases with every new Markup creation.

5. To edit a Markup, select the check box next to the Markup you want to edit.

   The Edit button is enabled.

6. Select the Edit icon.

   When a Markup is selected for editing, its annotations are loaded into the viewer, replacing any existing annotations.

7. In the Edit Markup Panel, make the updates, and then select Save.

8. If you do not want to save the edits, click Cancel.

9. To delete a Markup, select the check box next to the Markup you want to delete.

10. Select the Delete icon.

    A confirmation message displaying, the number of Markups you are deleting and if you would wish to continue, appears.

11. To confirm the deletion, click OK. If not, click Cancel.

    Upon your confirmation to delete, a message "Markup has been deleted" appears at the bottom-right corner.

View the Markup Descriptions

The Markup description can be expanded or collapsed as follows:

• If the Markup description is more than 100 characters, selecting the ...show more link expands the remaining text visibility.

• Selecting the show less... link collapses the expanded description.

Resize the Markup Panel

To resize the Markup Panel:

12. Rest the mouse pointer on the panel border.

13. When the pointer becomes a double-headed arrow, drag the pointer left or right to move the split line.

    The panel height or width is resized, providing a larger area for document viewing.

Preserve the Markup State

The state of the Markup Panel and the annotations (saved or otherwise) in a document model are preserved, while navigating around AVEVA Asset Information Management. Therefore, you can add some annotations to a document, navigate away from the page to view a different document, and then navigate back to the File Viewer to finalize your Markup, without losing your work. The state of the Markup in an open document is persisted, until the document's tab is closed.

Relocate and Resize Markups

To relocate and resize Markups:

14. To move a Markup to another area in the drawing, select the Marked up shape, and then drag it.

15. To increase or decrease the Markup size, select the Markup, and then rest the mouse pointer on the border.

16. When the pointer becomes a double-headed arrow, drag the pointer inward or outward.

Load Markups

You can load the Markups saved by you or the other users, into an opened document.

To load Markups:

17. Select the Markup icon.

    The Markup panel opens, displaying all the saved Markups relevant to the opened document.

18. Select the check boxes next to the Markups you want to load.

19. At the bottom of the Markup panel, select the Load icon.

    All the selected Markups appear in the opened document.

    Important: This action will clear all the other Markups under viewing, and will show only the Markups you selected to load.

Create Default Views

Default Views can only be set for 3D Models. A Default View is based on a single Markup. After you set a Default View, it will be displayed instead of the original view of the file.

To create a Default View:

20. Open the Markup panel on the 3D View.

21. Choose an existing Markup or create a new Markup, and then select the check box for the desired Markup.

22. Select the Set as Default link located on the Markup panel footer.

To remove a Default View:

23. Open the Markup panel on the 3D View.

24. Select the Remove Default View icon against the default Markup.

Merge Markups

Notes:

• You can merge markups for 2D documents or a combination of two or more 2D documents.

• The Merge Markup option is not available for 3D documents.

To merge Markups:

25. Select the Markup icon.

    The Markup panel opens, displaying all the saved Markups relevant to the opened document.

26. Select the check boxes next to the Markups you want to load.

27. At the bottom of the Markup panel, select the Load icon.

    All the selected Markups appear in the opened document.

    Important: This action clears all the other Markups under viewing, and displays only the Markups you selected to load.

28. Create a new Markup from the merged result.

    The New Markup panel opens, displaying the merged result of all the loaded Markups.

    

29. To save the merged Markup, select Save. If not, select Cancel.

Distribute Markup URLs

Each Markup is identified by a unique URL in your browser's address bar. You can share this URL with the other users, who can directly navigate to that document's Markup. Sharing the Markup URLs enables instantaneous collaboration.

Note: If you are a default user without the rights assigned to create, edit, save or export Markups, you can add the Markups and send the URL to the other users.

For example, the following URL enables you to directly navigate to the Markup with the ID, VNET System|Markup|MARKUP_00009, added for the item with the ID, IPE|C905677.

Export Markups

To export Markups:

30. Select the Markup icon.

    The Markup panel opens, displaying all the saved Markups relevant to the opened document.

31. Select the check boxes next to the Markups you want to Export.

32. At the bottom of the Markup panel, select the Load icon.

    All the selected Markups appear in the opened document.

    Important: This action clears all the other Markups under viewing, and displays only the Markups you selected to load.

33. Select the Export icon.

    The Cover Sheet Panel opens.

34. In the Cover sheet definition box, click the arrow to select a Cover Sheet.

    Note: The Cover Sheets available in the drop-down list are determined by your System Administrator. A generic Cover Sheet is available by default. However, your System Administrator can create additional custom Cover Sheets.

35. If you do not want a Cover Sheet, select No cover sheet from the drop-down list.

36. Select OK.

37. If you do not want to export, select Cancel.

Markup Documents in File Viewer

You can markup documents opened in 3D File Viewer, using the Annotation tools ( ) available in the horizontal menu bar present at the bottom of the Viewer.

Markup 3D Models using 3DVis OnPrem

The following are the options in the Annotation tool:

You can execute the following action, while annotating a 3D Model:

Markup 2D Drawings

The Annotation tools at the bottom-left of the 2D File Viewer enables you to markup the 2D Drawing documents.

To markup 2D Drawings:

38. Select the Freehand Annotation icon.

    Note: The freehand pencil icon is the default annotation tool. However, from the expanded Annotation toolbar, if you select any Annotation tool, that icon is displayed in the place of the freehand pencil.

    

39. From the expanded Annotation toolbar, select any of the following as required, and then go to the 2D Drawing:

    Icon	Description	Select this Icon to
    1	Select Annotation	Select one or more Markups
    2	Freehand Annotation	Draw freehand Markup
    3	Text Annotation	Add a text Markup
    4	Line Annotation	Draw a line Markup
    5	Rectangle Annotation	Draw a rectangular (filled) Markup
    6	Circle Annotation	Draw a circular (filled) Markup
    7	Ellipse Annotation	Draw an elliptical (filled) Markup
    8	Cloud Annotation	Draw a cloud (filled) Markup

40. Rest the mouse pointer in the area you want to markup, and then draw the shapes.

Adjust the Markup Texture

You can format the appearance of a Markup shape, using the following tools at the bottom-left of the File Viewer of an opened document.

Adjust the Markup Layout

When you add a Markup, or select a Markup drawn in a document, the following layout options appear at the bottom-left of the File Viewer:

Select any of the following, as required:

Format Text Markups

When you perform any of the following actions, the Text Annotation Styles toolbar appears at the bottom-left corner of the File Viewer:

• Select the Text Markup icon from the Annotation toolbar

• Add a Text Markup in a document

• Select an already added Text Markup

You can format the Markup text styles, adjusting the settings here:

Note: Changing the Markup Callout Font Size also changes the size of the text added by the Dimensioning tools.

Remove All Markups

When you add a Markup, or select a Markup drawn in a document, the Remove All Annotation icon appears at the bottom-left of the File Viewer:

Selecting the icon enables you to remove all the Markups currently added in an opened document.

Markup Documents in Accusoft Viewer

The Annotation tools, available under the Annotate tab at the top-left corner of the Accusoft Viewer, enable you to markup the documents.

Note: For more information about the Accusoft Markup toolbars and menus, refer to the PrizmDoc help link: https://help.accusoft.com/PrizmDoc/v13.27/HTML/prizmdoc-overview.html

The following table describes the usage of Annotation tools in the Accusoft Viewer:

Use the Annotation Context Menu

When you select an Annotation tool, or a Markup drawn, a context menu appears at the top-right with the options specific to the selected Annotation.

The following table describes the icons on the Annotation context menu:

Work with the Common Toolbar

When you select the Annotate, Redact or E-sign tabs, a common toolbar appears at the top-right of the Accusoft Viewer.

Redact Documents

The Redact toolbar provides tools for highlighting and blocking text within a document, as well as applying text based stamps. These redaction annotations are only available as Markup layers within AVEVA Asset Information Management and do not redact the default document view presented to the user. However, redactions are applied to documents when exported or printed from the Markup tool.

E-sign Documents

The E-Signature tools under the E-Sign tab enable you to sign and manage the signatures on an opened document.