Manage Markups Outside of a Workflow in the Document Management Tool

Organize your markups into public and private categories for control over your annotations. This structure enables naming and duplicating groups of markups, ensuring flexible organization and precise filtering at any time. This feature allows you to create, edit, and download markups without an active workflow.

• Required User Permissions:

  • 'Admin' level permission have automatic access to both the ‘My Markups’ (private) and ‘Shared Markups’ (public) layers.

  • Users with 'Standard' or 'View' level permissions to a document have automatic access to the ‘My Markups’ (private) layer, and Admin can give access to the ‘Shared Markups’ (public) layer with the following permission added by an Admin:

    • 'Edit, create, and delete public layers'

• Admin cannot turn off user access to the My Markups layer. If a user has permissions to view a document, they can also add private markups.

• Workflow Independence: These markups are independent of a workflow and do not interact with workflow markups at all.

• Movement Restrictions: Users cannot move markups between the My Markups tool and the Workflow context.

• Promote Groups (One-Way): You can promote a group from private to public, but you cannot move a public group back to private.

• Permissions: Promoting a group is only possible if you have the 'Public' permission level.

• Mobile Availability: The mobile release for this feature is expected sometime this month.

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

2. Click on the name of the document you want to markup.

3. Click the layers icon. This displays the My Markups section, which contains all your private and public layers:

   • Private Markups: These markups are private and visible only to you.

   • Public/ Shared Markups: These are visible to everyone with access to the document.

   

   Note: You can also view markups associated with a workflow.

4. Manage your 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.

• Filter Markups: Leverage filters to change the markups being shown. Click the eye icon next to a group to hide it.

• Apply Filters: Execute these visibility changes on both public and private layers simultaneously.

• 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.

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

• Duplicate Groups: Click 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.

• Delete Groups: Click the vertical ellipsis icon and select Delete.

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

• Rename Groups: Hover over the markup group name and click the pen icon to rename your group. Click ENTER on your keyboard or click outside the box to save.

• Use the Header:

  • Add Markup: If you click Add Markup while not in a workflow context, 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

• Download Markups: Click the vertical ellipsis icon and Select Download to export the document with all currently visible markups included.