About Pinning and Connected Items in the Document Management Tool

On complex project drawings, team members often need to track specific issues or site observations that do not require a structured review process. The Connected Items feature allows you to pin these items to a precise location on a document, ensuring that everyone with access to the document can see the associated status, markups, and details in one centralized view.

• Required User Permissions: Must have the ability to add markups to Document Management workflows to utilize grouping features for more organized and efficient reviews.

• Workflow Independence: Pins created via the Connected Items tab are independent and do not interact with pins or issues created within the Comment Register workflow.

• Functional Limits: While you can link existing or create new items, certain tools (like Observations) do not currently support a details panel within the viewer.

To pin an existing or new item to a document, perform the following steps:

• Open the Connected Items Tab

• Link an Existing Item

• Create a New Pinned Item

• Pinning Capability Table

Open the Connected Items Tab:

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

2. Make sure you are in the Documents tab.

3. Click the Connected Items icon on the left rail.
   

   

Link an Existing Item:

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

2. Make sure you are in the Documents tab.

3. Click the Connected Items icon on the left rail.

4. Select a tool (for example, Coordination Issues) to see items correlated to the document.

5. On the desired item card, click + Pin.

6. Click the location on the document to drop the pin.

7. (Optional) Use the markup tools (for example, Cloud) to add a drawing. This markup is now attributed specifically to this pin and is only visible when the pin is selected.

Create a New Pinned Item:

1. Within the Connected Items tab, click the plus (+) icon.

2. Click the document to drop the pin.

3. Fill out the required fields in the creation form and click Create.

Pinning Capability Table: