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.

For more information about replacing and reviewing attachments, see Reviewing Attachments in a Business Process and Revising Attachments in a Business Process.

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

  1. To open the BP record that contains the attachment, accept the task or click Edit (for a non-workflow BP record).
  2. On the Attachments tab in the right pane, select the applicable attachment.
  3. To open the attachment, click the gear menu ( ) and select Review.
  4. To review existing markups, select the previous comments below the Comments box on the right.
  5. Enter your comments and post your comments on the document.
    1. To activate an additional set of tools, such as Pan, Select, View, Annotate, and so on, click anywhere in the Comments box.

      For example, to annotate a document, from the toolbar, click Annotate, and then click one of the tool buttons located below it, such as Highlight. After you select a tool, additional options appear in the container section to the right of the toolbar. If you selected Highlight, you might also want to select a specific color to use.

    2. Use the applicable tools to mark up the attachment.
    3. If applicable, enter your comments in the Comments box.
    4. To add attachments to your comments, click the Attachment icon and upload the applicable attachment.
    5. When you are done, click Post.

      Note: You can add comments in one document and then move on to the next document.

  6. Close the window when finished.

If you would like to change markups, right-click the comment and select Edit. Markups can be removed or reinstated 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 Friday, April 11, 2025