Add Markups to a Business Process Attachment

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 Viewer, see topic Revising and Reviewing Attachments in a Business Process.

To add a markup to an attachment on a business process:

  1. Open the business process that contains the attachment.
  2. Go to the Attachments tab and double click on the attachment to open.
  3. Type a comment in the Comments box.
  4. Click the Annotation icon to open the annotation toolbar.
  5. Add graphic markups to the drawing as necessary, using the tools on the horizontal toolbar.

    Note: Markups are tied to comments and will only be visible when the comment that contains the markup is selected.

  6. Click Post when finished.

If you would like to make changes to markups, right click on the comment and click Edit. Markups can be removed or re-added with Undo and Redo. New annotations can be added as well. When you have finished editing, click Post.

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.


Last Published Monday, August 28, 2023