You can add markup to documents and drawings, such as annotations, signatures, notes, form elements, stamps, and so on.
To add markup to a document:
-
Navigate to the
Information Zone or the Documents tab on an entity record, such as a project or organization.
-
Find the document or drawing and then click
.
-
On the PIM Viewer tab, use the following options to add the required markup:
Menu
|
Options
|
View
|
View the document or diagram
|
Annotate
|
Add and format text
Add shapes
|
Insert
|
Add a signature
Add stamps
Add call outs
|
Measure
|
Add measurements
|
Edit Text
|
Add paragraphs
Add images
|
Fill and Sign
|
Add a signature
Add free text
Add tick boxes
Add stamps
Add the current date
|
Forms
|
Add form fields, such as text fields, check boxes, radio buttons, list boxes, and combo boxes.
|
-
When you have finished adding your markup, click
, and then close the PIM Viewer tab.