To view a document, you simply click or tap on it.
Upon opening a document, you will be brought to the document viewer. However, depending on where you open it from, the document viewer loads in one of two modes: View mode or Edit mode. Here’s how they work:
View mode
The View mode enables you to consume the document’s content and interact with the information on top of it (ex. All points or forms over a plan). The View mode is triggered when you open a document from within the documents module. In this mode, you have the necessary functionalities to navigate around the document, search, filter work items (points & forms), see different versions of the document (if available), download it and more. Here’s a breakdown of the interface and the functionalities included:
View mode overview (Web)
Title bar - Document name and previous/next arrows to navigate from previous and to next documents.
Version selector - See what version you’re working on and choose other versions if available.
Page selector - To easily navigate across the pages of documents with multiple pages.
Navigation tools - Navigate around a document with ease. From left to right:
Activate/deactivate pan mode
Zoom out
Zoom in
Fit-to-page.
Rotation tools - Rotate the document in 90-degree intervals.
Search - Search across the text content of a document (Note: does not work with photos). You can also trigger the search with the corresponding search keyboard shortcut set-up for your keyboard setting and language (ex. Cmd + F on a Mac in English)
Document version comparison - Compare two versions of a document and highlight the differences between them [instructions on a further FAQ].
Basic functions - From left to right:
Print document (includes content over document)
Download document (includes content over document)
Show/Hide the side panel with work items included in the document
Close document viewer
View mode overview (Mobile iOS)
Title bar - Document name
Close button - Close the document you are viewing.
Toggle to show/hide work items - Show or hide points and forms.
Action bar - Take actions with your document. From left to right:
Add picture, point or form.
Add annotation (which leads you to create a point with an annotation on it) - This shortcut might be retired soon.
Compare document versions
Version selector
Show the details panel with work items included in the document
Page selector - To easily navigate across the pages of documents with multiple pages.
Important note: iOS and Android interfaces can have slight differences between them.
In View mode you do not have functionalities to annotate over a document. To do so, you need to use the Edit mode.
Edit mode
The edit mode provides increased focus on the document you are viewing, enabling you to add information over it. Given that the Edit mode is about focus, it only shows the details of one specific work item at a time. Therefore, the Edit mode is triggered when you open a document from within the details of a work item (ie. a point, a form). In this mode, you have the necessary functionalities to annotate over a document, download it and more. Here’s a breakdown of the interface and the functionalities included:
Edit mode overview (Web)
Title bar - Document name and previous/next arrows to navigate from previous and to next documents.
Version selector - See what version you’re working on and choose other versions if available.
Page selector - To easily navigate across the pages of documents with multiple pages.
Navigation tools - Navigate around a document with ease. From left to right:
Activate/deactivate pan mode
Zoom out
Zoom in
Fit-to-page.
Rotation tools - Rotate the document in 90-degree intervals.
Annotation tools - Different annotations to provide extra context to your documents. From left to right:
Pin
Dropdown: Free drawing and eraser
Text
Dropdown: Line, arrow, rectangle, ellipse and polyline.
Annotation selector - drag a marquee over items to select them
Annotations manager - Overview all annotations within a document
Basic functions - From left to right:
Save annotations
Print document (includes content over document)
Download document (includes content over document)
Close document viewer
Edit mode overview (Mobile iOS)
Title bar - Document name
Annotation tools - Different annotations to provide extra context to your documents. From left to right:
Dropdown on long press: Line, arrow and free drawing
Dropdown on long press: Rectangle and ellipse.
Text
Pin
Actions - From left to right:
Undo & redo
Close edit mode (the button to save annotations appears just afterwards)
Annotations toolbar anchor: Allows you to drag and drop the annotation toolbar to your preferred position: Top, left or right.
Important note: iOS and Android interfaces can have slight differences between them.
How to edit an annotation?
To see and edit the parameters of a specific annotation on the web, click on the desired annotation and interact with the secondary bar that shows up under the page selector.
Annotation edition overview (Web)
Annotation parameters - Customise your annotations as needed. Bear in mind that the parameters of annotations might vary depending on the type of annotation (ex. Line annotations have different parameters to text annotations). The screenshot above shows the parameters for a square annotation. From left to right:
Colour selector
Line weight selector
Line type selector
Delete annotation - Remove the annotation(s) currently selected. You can also delete selected annotations using the backspace or delete buttons of your keyboard.
To see and edit the parameters of a specific annotation on mobile, tap on the desired annotation and either: tap on ‘inspector’ (iOS) or tap on the colour circle (Android)
Annotation edition overview (Mobile Android)
Annotation parameters - Customise your annotations as needed. Bear in mind that the parameters of annotations might vary depending on the type of annotation (ex. Line annotations have different parameters to text annotations). The screenshot above shows the parameters for a square annotation. From top to bottom:
Colour selector
Thickness
Order
Important note:iOS and Android interfaces can have slight differences between them.
If you have any questions, don't hesitate to contact our support team