Using the Markup Tool

The markup tool is available on files in File Manager, files added to the References section of records in multiple applications, and other locations.

In File Manager, select the Markup option from the right-click menu or from the action bar.

In the References section of a record, select the checkbox next to the document and click Markup in the action bar.

Note After uploading a file to the References section of a record, typically you will have to save the record before selecting Markup.

To adjust your view of the image in the file viewer, use one of the following tools:

Tool	Description
Page # of #	Indicates which number page you are on of the total number of pages in the file or drawing. If there are multiple pages in the document file, you can use the arrow keys that appear to navigate through the pages or click here to open a dialog box that allows you to enter a page number to jump to. Note that you can also use the keyboard shortcut Ctrl+Shift+G to open the dialog box.
Pan mode	Click this icon to switch between pan mode and selection / markup mode. In pan mode, clicking and dragging on the image will pan across the image. In selection mode, clicking and dragging on the image will select a section of the image and any markups in that selected area.
Zoom	Shows your current zoom level on the drawing. Select a level from the drop-down list, manually enter a level and press Enter on your keyboard, or use Ctrl + your mouse wheel to zoom in and out from the current cursor location.
Fit Page	Click this icon to fit the file image to the display area.
Fit Width	Click this icon to fit the file image to width of the display area.
Text Selection	Select this icon to enter text selection mode. In this mode, you can click and drag your mouse to select text on the image. Use Ctrl+C to copy the selected text to your clipboard.
Search	Select this option to search text in the image. Enter the search criteria in the search box. The total number of search results will appear with the results highlighted in yellow on the page. Use the arrows to scroll through the results on the image.
Filter	Select this option to search text in the markups, or to apply a quick filter for markups.
View	Select any of the following options: Show Markups - Show or hide existing markups Show Markup Panel - Show or hide existing markups in a table at the bottom of the display area. Show Hyperlinks - Show or hide existing hyperlinks. Refer to Kahua Link . Info - Displays file information, such as the calibration status, internal rotation, page rotation, correction rotation, page zoom, number of annotations, etc.
Rotate Counter Clockwise	Rotates the image counter-clockwise. When done while in markup mode and saved, the rotation is saved with the drawing and will appear rotated to anyone viewing the drawing.
Rotate Clockwise	Rotates the image clockwise. When done while in markup mode and saved, the rotation is saved with the drawing and will appear rotated to anyone viewing the drawing.

From the file viewer, select Markup to enter Markup mode.

The markup tools appear on the file viewer.

Note You may need to select the More icon to access tools hidden for space reasons.

Once in markup mode, you can add markups using the following tools:

Tool	Description
Select	Click to enter selection mode on the drawing. In selection mode, you can click and drag on the image to select a section of the image and any markups in that selected area.
Style	Click on the Style icon to modify the properties of a selected markup, including color, line weight, opacity, fill color, text size, etc. The properties available for modification depend on the type of markup selected. When you are done, click the Close icon to close the Style Properties box and save your changes.
Text	Click and drag to create a text box on the drawing. Enter the annotation text into the dialog that appears. To re-open the Edit Text dialog, double-click on the text box. Note With the text box selected, click on the Style tool to modify the text box properties, including color and text size.
Stamp	Select to place a Dynamic or Simple stamp on the drawing. After selecting the tool and the stamp, select the location to place the stamp. After placement, drag the corner of the stamp to re-size it. Click on the Style tool to modify the opacity. For more information on stamps, refer to Using Stamps.
Rectangle	Click and drag on the drawing to create a rectangle shape. Note With the shape selected, click on the Style tool to modify the properties, including color, line weight, opacity, and fill color.
Ellipse	Click and drag on the drawing to create an ellipse shape. Note With the shape selected, click on the Style tool to modify the properties, including color, line weight, opacity, and fill color.
Cloud	Click end points on the drawing to create a multi-sided cloud shape. You must close the shape by clicking again at the beginning point for the cloud to appear. Note With the shape selected, click on the Style tool to modify the properties, including color, line weight, opacity, and fill color.
Free Form	Click end points to create a multi-sided polygon shape on the drawing. You must close the shape by clicking again at the beginning point for the polygon to appear. Note With the shape selected, click on the Style tool to modify the properties, including color, line weight, opacity, and fill color.
Line	Click a start and end point on the drawing to create a line. Note With the line selected, click on the Style tool to modify the properties, including color, line weight, and opacity.
Arrow	Click a start and end point on the drawing to create an arrow. Note With the arrow selected, click on the Style tool to modify the properties, including color, line weight, and opacity.
Pen	Use your mouse to draw a free-form line on the image. Note With the line selected, click on the Style tool to modify the properties, including color, line weight, and opacity.
Highlight Area	Click and drag on the drawing to highlight a rectangular area on the image. Note With the shape selected, click on the Style tool to modify the properties, including color and fill opacity.
Calibrate	Use this tool to establish a measurement scale for this page or all pages in the document. Click and drag to select a known distance on the drawing. Enter that measurement (including the correct units!) in the Calibrate Distance dialog box. Select to save the scale to the page you are on or to all pages in the document. Once saved, you can use the Measure tool to measure distances as a markup directly on the drawing. Important If you re-do the calibration, existing Measure markups are not re-calculated.
Measure	Once you have used the Calibrate tool to establish a scale on the drawing, you can use this tool to measure distances to that scale on the drawing. Click and drag to create a line across the length you want to measure. The measurement is applied as a markup. Note With the measurement selected, click on the Style tool to modify the properties, including color, line weight, and opacity. Important Once the measurement is placed, moving the end points does not re-measure the segment. To re-do a measurement, delete the existing markup and create another measurement markup.
Callout	Use this tool to create a callout that includes a text box and an arrow to a location on the image. First, click and drag to create a text box on the drawing. Once the text box is sized correctly, click again to start an arrow, then drag the mouse to the appropriate location and click again to create the arrow pointing to the appropriate location on the image. Enter the annotation text into the dialog box that appears. Note With the shape selected, click on the Style tool to modify the properties, including color, line weight, opacity, and text color.
Sticky Note	Click to add a note at a specific location on the drawing. Enter the annotation text into the dialog box that appears. Once placed, users can hover over the sticky note to read the text.
Pin	The pinning feature in Kahua allows you to drop a virtual "pin" on a drawing in the File Manager app, and then link that "pin" to a record in one of several apps in Kahua. For more information, refer to Pinning functionality in File Manager.
Kahua Link	Select this option to add a link to an external URL or existing file in File Manager. Once selected, click and drag to highlight a location on the drawing. The Select Documents dialog appears. Enter the appropriate URL or select an existing file in File Manager. Click Select when you are done. To show or hide the links on the drawing, select Show Hyperlinks from the View dropdown menu on the toolbar. Refer to View . Note If you are interested in this feature and it is not available in your domain, reach out to Support or your account representative for more information.

You can copy text from a document in the file viewer, or select text and apply the following formatting markups to that text: underline, strikethrough, squiggly line, or a highlight.

To copy text or apply text formatting, complete the following steps:

1. In markup mode, select the Text Selection tool .

2. To copy the text to your clipboard, click and drag your mouse to select text on the document. Press Ctrl+C on your keyboard. The text is copied to your clipboard and can be pasted elsewhere.

3. To apply a formatting markup tool, select the tool, then click and drag your mouse to select text on the document. The selected formatting is applied. The available tools are the following:

   Tool	Description
   Text Selection	Select this icon to enter text selection mode. In this mode, you can click and drag your mouse to select text on the image. Use Ctrl+C to copy the selected text to your clipboard.
   Text Underline	Adds an underline to the selected text on the image. To select the text, click the text selection tool and use your mouse to make the selection.
   Text Strikeout	Adds a strikeout to the selected text.
   Text Squiggly	Adds a "squiggly" underline to the selected text.
   Text Highlight	Highlights the selected text.

When you are done with markups, click Save to save your changes.

You can save your changes and continue to add or modify markups.

When there are unsaved changes, a star will appear above the drawing to indicate that you have not yet clicked Save.

To exit markup mode, click the Close icon in the upper right corner.

The markup panel is a list of all of the markups on a file in a table view.

To work in the markup panel, complete the following steps:

1. Click on the View icon and select Show Markup Panel to open the markup panel.

   The markup panel appears at the bottom of the drawing.

2. You can add a comment to a markup in the Comments column.

3. You can update the status of a markup in the Status column.

4. To close a markup, select "Closed" in the Status column.

5. To hide closed comments, select Hide Closed.

To delete an individual markup, ensure you are in selection mode, select the markup and press Delete on your keyboard.

The steps are as follows:

1. Open the file viewer and select Markup to enter markup mode.

2. Click on the Select tool to enter selection mode.

   

3. Clink on the markup you want to delete to select it.

4. Press Delete on your keyboard to delete the markup.

5. Click Save to save your changes.