You can add markups, such as circles or other graphical elements as well as text, to a document, which display directly on the document, but do not alter the document itself. Markups are layered on top of a file, as if the markups had been done on an acetate sheet that had been placed on top of the file. Each user who adds a markup is adding a new layer to the file.
To add a markup to an attachment on a business process using the Unifier Default viewer, see topic Revising and Reviewing Attachments in a Business Process .
To add a markup to an attachment on a business processes using AutoVue:
- Do one of the following:
- For non-Document-type BPs, click the Attachments link. In the Attachments window, select the document and click the Comments button.
- For document type BPs, select the document in the lower portion of the Document-type business process and click the Comments button. The File Comments window opens. If you have added any previous comments since the last time the business process was sent, they will be listed in the Draft Comments portion of the window.
- Click the Add button. The Edit File Comment window opens.
- Click the Graphic Markup button. The AutoVue Professional viewer window opens displaying the document content. The window opens initially in View mode.
- In the viewer window, click the NewMarkup tool or select File > New Markup.
If there are existing markups, the Markup Files window opens. Each saved markup session is listed in the window. Select the checkbox by the markups to view and click OK.
The viewer switches to Markup mode, and the markup tools become available.
- Add graphic markups to the drawing as necessary, using the tools on the horizontal toolbar.
Note: Each markup shape is a separate entity. The navigation pane on the left shows the Bookmarks tab and Markup Tree tab. The Markup Tree tab shows the markups. Click an entity to select it.
- Click the Save button or select File > Save to save your markups. Enter a name for the markup and click OK.
Note: Markups are saved as a single layer and are no longer editable once you close the window. Each markup is listed by name in the Markup Tree tab as a separate layer. To add another markup layer, click the New button.
- When you have completed your markups, close the viewer window to return to the Edit File Comment window.
Note: At this point, the comment is still in Draft mode. You can add additional markups or file attachments if desired. You must enter some text in the Text Comment box to save it.
- Click OK to save and exit the Edit File Comment window.
- Close the File Comments window.
Viewing and Adding New Markups in AutoVue
In addition to adding markups to a BP attachment, you can add and view old markups simultaneously. With this functionality, multiple members can add various markups across shared files throughout the life cycle of a design document.
When you select AutoVue Review in the Gear menu of the Attachments tab, a View All Markups option is available in the File Viewer of the Comments section. If you select View All Markups, the document is displayed in View-Only mode.
You can also choose the markups that are displayed by selecting the checkbox next to each markup. After selecting OK, all the chosen markups are displayed.