Add Markups in the Document Management Tool

Beta iconregional availability

The Document Management tool is available in select countries. It is not yet available for Procore accounts in the U.S. To learn more, please reach out to your Procore point of contact.

Background

When a workflow has been created for a document, Workflow Assignees can add markups while reviewing the document. Markups can only be added during a workflow assignee's step in the workflow.

Things to Consider

  • Required User Permissions:

    • 'Standard' or 'Admin' level permissions to the project's Document Management tool.
      AND

    • Added as an assignee for a workflow.
      Note: By default, only 'Current Step Assignees' can add markups during their step in the workflow. However, the 'Create Markup' permission can be enabled for additional roles ('Workflow Assignees' and 'Workflow Manager'), or disabled for all users. See View and Manage Workflow Permissions in the Document Management Tool.

  • Additional Information:

    • Currently, markups can only be added to PDF documents that are in a workflow. See About Workflows in the Document Management Tool.

    • By default, only 'Current Step Assignees' can add markups during their step in the workflow. However, the 'Create Markup' permission can be enabled for additional roles ('Workflow Assignees' and 'Workflow Manager'), or disabled for all users. See View and Manage Workflow Permissions.

Video

Steps

  1. Navigate to the project's Document Management tool.

  2. Make sure you are in the Documents tab.

  3. Click on the saved view called Assigned to Me that is in the 'In Review' collection.
    Note: You can also access these documents from other saved views, such as 'All Documents' at the bottom. If you have been given 'Create Markup' permissions, the 'Assigned to Me' saved view is not the only place where you can find documents that you can markup.

  4. Click the In Review tab.

  5. Open the document that you want to add markups to.
    This opens the viewer.

  6. The workflow icon-workflow-pdm.png panel automatically opens if a workflow is applied to the item. Click the x to close the panel if you want to see other functions in the viewer such as the markup icon-markup-pdm.png list.

  7. Add markups to the document as necessary. See the Markup Options section below for information about the markup tools.

  8. When you are finished adding markups, click Close to exit out of the viewer and return back to the list of documents.
    pdm-markups-viewer.png

Markup Options

This table lists markup tools and keyboard shortcuts to use when adding markups to PDF files.