Create and Manage Private and Public Markup Layers in the Documents Tool (Android)

Markup creation is now available in the Documents tool on Android. Users can access the markup toolbar directly from a document to add annotations, notes, and callouts while reviewing documents on mobile. Users can also create and publish markups as public or private, using the same markup types available on the web.

• Autorisations utilisateur requises :

  • L’autorisation de niveau 'Admin' a un accès automatique aux couches « Mes annotations » (privée) et « Annotations partagées » (publique).

  • Les utilisateurs disposant d’autorisations de niveau « Standard » ou « Affichage » sur un document ont automatiquement accès à la couche « Mes annotations » (privé) et Admin peuvent donner accès à la couche « Annotations partagées » (publique) avec l’autorisation suivante ajoutée par un Admin :

    • « Modifier, créer et supprimer des couches d’annotation publiques »

  • Autorisations de niveau « Lecture seule » ou supérieures dans l’outil Documents du projet. 

• Le téléchargement en masse avec des annotations n’est pas pris en charge pour les fichiers de l’outil Documents dans cette version.

• L’annotation privée sera activée pour tous les utilisateurs ayant accès à l’outil Documents.

• Admin ne peut pas désactiver l’accès des utilisateurs à la couche Mes annotations. Si un utilisateur est autorisé à afficher un document, il peut également ajouter des annotations privées.

• Promouvoir des groupes (à sens unique): vous pouvez promouvoir un groupe de privé à public, mais vous ne pouvez pas déplacer un groupe public vers le privé.

• Permissions: Vous pouvez promouvoir un groupe si vous avez l’autorisation de faire du balisage public. 

• Règles de modification des marges : Aucun utilisateur, y compris les admins, ne peut modifier les annotations privées d’un autre utilisateur. Toute utilisateur ayant autorisation de créer des annotations publiques peut modifier les annotations publiques, même si elles ont été créées par un autre utilisateur, car ces annotations existent dans la couche publique.

Create Markups

1. Open the Procore app on your iOS mobile device.

2. Tap the project's Documents tool.

3. Tap the document you want to view.

4. Navigate to the project's Documents tool. OR 

5. Open the information panel and Tap the Preview icon to launch the viewer. 

6. Tap Add Markup or Layers icon on the left markup side panel.

7. This displays the My Markups section, which contains My Markups (private) and Shared Markups (public) layers:

   • My Markups: These markups are created by you and are private and visible only to you. Even the Admin will not be able to view it.

   • Shared Markups: These are visible to everyone with access to the document and with appropriate granular permission enabled. If you don't have the required permissions, you won't be able to add public markups, but you can still view public markups. 

Manage Markups

Procore automatically organizes your Private and Public Markups into groups. If you don’t have a group selected, your markups are automatically added to a group in your private layer.     

1. Creating Markup group: Tap on the + icon next to My Markups/ Shared Markup to create markup groups.

2. Hiding Markup:  Tap the eye icon next to a group to hide it.

3. Adding Markup Element: Select the markup element from the markup element list. Example: Textbox. The selected element will automatically go under the private markup layer. You can add multiple markup elements in a group.

4. Search Groups: Type a group name in the search bar to display it.
   This displays only the markups belonging to that specific group. For example, Group 1 or Group 2.

5. Edit Groups: Drag and move groups into the specific order you want them to appear, as Procore retains this order.

6. Duplicate Groups: Tap the vertical ellipsis icon beside the markup group and select Duplicate. This creates a copy containing all original markups. Adding new markups to this copy does not affect the original group.

7. Delete Groups: Tap the vertical ellipsis icon next to the individual group and select Delete. 

8. Promote Groups: To make a private group public, Tap and drag the group from the private section into the public section.

9. Rename Groups: Hover over the markup group name and Tap the edit  icon to rename your group. Tap ENTER on your keyboard or Tap outside the box to save.

10. Use the Header:

    • Add Markup: If you Tap Add Markup, it automatically starts a session in a private 'To Me' session.

    • Default Behavior: If you haven't manually selected where you want to edit, the system defaults to private.

    • Keyboard Shortcuts: Use keyboard shortcuts to copy and paste markups within the document.

      • For Windows, use Copy: Ctrl + C and Paste: Ctrl + V

      • For Mac, use Copy: Command +C and Paste: Command + V

11. Download Markups: Tap the vertical ellipsis icon next to information icon (i) and Select Download to export the document with or without markup.
    Note : If the user wants to download from the list page in the documents tool, you have two options: Download without Markup or Download with Public markup.

12. Publish Public Markup: After a public markup is published for a file, a markup indicator icon appears next to the file on the Documents list page. 

Filter markups

1. Tap the Filters icon on the markup panel. The filter Markup panel will appear.

2. Select one or more markup filters that you want to apply:

   • Company: The company that an individual who added the markup is associated with in Procore.

   • Authored By: The individual who added the markup.

   • Color: The color of the markup.

   • Type: The type of markup.

3. Tap Apply.
   The markups are automatically adjusted on the document and in the List tab based on the filters. If you want to clear the filters, Tap Clear Filters and then Tap Apply.

4. Optional: When viewing markups in the List tab, Tap the Sort menu to choose an attribute to organize your markup list.

Markup Options

This table lists markup tools and keyboard shortcuts to use when adding markups to PDF files. 
Note : Click on the markup element to copy, duplicate, style, or delete it. Also, four pre-saved styles are available for each markup element.