Markup documents on Mobile

View, markup and annotate PDF documents on your mobile device.

Open a PDF document

  1. Navigate to the Documents or Drawings module to open a PDF document.
  2. Tap on a document in the list to open it in the viewer 
  3. You’ll see the first page of the PDF. If there are multiple pages you’ll see them at the bottom.
  4. Tap or drag across the pages to view them.

Menu actions

Use the toolbar to the bottom right of the document to perform the following actions.

In order from top to bottom:

  • Pin Issue – Select and Long press on a point in the Drawing PDF to pin an Issue. Only available in the Drawings module. 
  • Filter issue pins – The issues shown on the drawing view can be filtered on the status of the Issue. Only available in the Drawings module. 
  • Download – Download the document onto your device.
  • Edit Markup Mode (pencil icon) – Tap this to activate the editing toolbar to add/edit markups in the PDF
  • Move Toolbar – Tap and drag this icon to move the toolbar around the screen

Add markups

  1. Tap Edit (pencil icon) and select an option to view available markup tools. These are explained below.
  2. Tap on a markup tool and tap the document to add the markup.
  3. Select a markup for options to adjust style, copy or delete. 
  4. Drag to move markup.
  5. Drag the blue corners to make adjustments.

Draw tools

Tool Description
Eraser Delete or erase markup layers.
Arrow Touch the document and drag in the direction of the arrow.
Line Touch the document and drag to draw the line
Free hand Touch the document and drag to draw the free-form markup
Cloud Touch the document and drag to draw the first edge. Tap on the document to add additional vertices. New edges are created from the starting vertice and the previous vertice to the latest touch point. Tap 'Complete Annotation' to finish the cloud markup
Rectangle Touch the document an drag to draw the rectangle. Moving vertically changes the height and moving horizontally changes the width of the rectangle.
Circle Touch the document and drag in the required direction to draw the circle.
Polygon Touch the document and drag to draw the first edge. Tap on the document to add additional vertices. New edges are created from the starting vertice and the previous vertice to the latest touch point. Tap 'Complete Annotation' to finish the polygon markup
Polyline Touch the document and drag to draw the first edge. Tap on the document to add additional vertices. New edges are created between the previous vertice and the latest touch point. Tap 'Complete Annotation' to finish the polyline markup
Undo Undo markup change
Redo Redo markup change

Annotation tools

Tool Description
Text Tap on the document where you want to add text. Tap on the rotate icon to rotate the markup 90 degrees clockwise.
Text Highlight Select the text you want to highlight.
Free Text Highlight Touch the document and move your finger to add the free text highlight.
Comment Tap on the document where you want to add a comment.
Callout Tap on the document where you want to add a callout.
Text Underline Select the text you want to underline.
Text Strike-through Select the text you want to strikethrough.
Text Squiggly Select the text you want to add a squiggly underline to.
Undo Undo markup change.
Redo Redo markup change.

Insert tools

Tool Description
Insert Image Tap on the document where you want to add an image.  Tap rotate to rotate the markup 90 degrees clockwise.
Insert file attachment Tap on the document where you want to insert a file attachment.
Insert signature Tap 'Create New Signature' to create a signature: free hand draw, font type text, or an image. Tap on the document where you want to add the signature.
Undo Undo markup change.
Redo Redo markup change.

Save your mark ups

Tap Save once you are done marking up the PDF

  • Select Save to Files to save the marked up document on the device
  • Select Update to update the marked up document in your organizations document register.

Send and Share

Send your document as a mail attachment:

  1. Tap More Options (three dots menu) 
  2. Select Send with mail to attach the marked up document to a mail.

 

Share your document to other applications:

  1. Tap More Options (three dots menu) 
  2. Select Share to send the marked up document to a third party application (such as a PDF viewer)
  3. Select an app to share the PDF to.