Keep Project files and review drawings

Upload supporting files and use revisions, simple marks and comments on existing drawings.

On this page

Keep plans and supporting documents on the Project. Check the revision of a drawing before using its marks or comments.

1. Add a file

Open the Project’s Files, choose Upload files, select the documents and confirm the upload. Open the saved file to check its contents.

A general PDF file and a drawing in the drawing register are different records. Uploading a PDF through Files does not automatically create an annotated drawing record.

2. Open an existing drawing

Drawings already registered on the Project appear in Files with their revision. Select the drawing to open its review, then check the chosen revision and page.

Use Pages, Previous, Next, zoom, Fit and rotation to inspect the plan.

3. Add a simple mark or comment

Choose Revision cloud, Comment pin, Rectangle, Arrow or Pen. Mark the relevant place, add the comment and save.

Clouds and pins require a comment. Say what needs checking, then return to Move when you want to navigate the page.

Open an existing mark to read its discussion, add a reply or resolve the discussion when appropriate. A mark does not authorise extra work or complete the Project.

4. Add a revision

Use Upload Revision from the drawing review and select the new PDF. The previous revision and its discussion remain available. Existing marks do not move to the new revision automatically.

Use Original PDF for the source or Marked-up copy for a separate copy including marks and the discussion summary.

If something fails

Check the upload message for the permitted file and size. Save or cancel an unfinished mark before changing the page or revision. Retry the existing action after reconnecting and check the saved result.

Still need a hand?

Tell us what you were trying to do and what happened. Include this guide’s title so we can help you find the right next step.

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