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Setting markup options for documents added to workflows

Configure the way contributors can add markups to documents in a workflow.

How does your organization handle markups and changes to documents in a workflow?

Perhaps you register each marked up document into the Document Register, then register each revised document there too as it’s produced.

Or you might collect all the marked up documents on a date basis, and only register the revisions into the Document Register. In that case, you can attach the markups to the workflow, rather than registering them into the Document Register itself.

Whatever your process, you can control it through Aconex.

  1. Click the Setup button on the Module Menu, and under Project, click Project Settings.
Selecting Project Settings
  1. Click the Reviews tab.

  2. Scroll down to the Markup Options (Workflows only) section.

    Both options are selected by default. Uncheck an option if you don't want to use it.

    • Replacement file – this allows the document in the workflow to be superseded, typically with a version that has markups or comments. This will replace the version in the document register.

    • Online markup – this allows workflow participants to use the online viewer to create markups and add comments to the document being reviewed.

The Markup options

Workflow participants can also add supplementary files to a workflow regardless of these two options. For example, they can attach a comments sheet as a separate, supplementary file.

  1. Click Save in the top right-hand corner of the page to save your new settings.

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