Adding and Viewing Graphic Markups and Comments

You can add text comments or graphical markups to a document in project or shell Documents. You can even add a file attachment directly to the comment, for example, supporting documentation.

Comments and markups can be added to the latest version of a document only. You can view but not add or modify comments or markups made to previous versions.

Text comments are like notes that accompany the document but do not become part of it.

Markups can be thought of as an invisible layer, like a sheet of acetate that can be laid over the document. If multiple users create markups, each markup is on a separate sheet and can be viewed together, one at a time, or not at all. Markups are always associated with a text comment.

Text comments and graphic markups can be copied between business process records and the Document Manager, including:

Comments added to documents in the Document Manager
General comments added to business process records
Comments added to file attachments on non-document-type BP records
Comments added to file attachments (line item content) of document-type BP records
Markups on file attachments that have been added to comments

 

Add a comment to a document in the Document Manager

Add a graphic markup to a document in the Document Manager

Attach files to a comment

View comments, markups, and file attachments on comments

 

 

 


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