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LB Aproplan - How can I view a document and add annotations on it?
LB Aproplan - How can I view a document and add annotations on it?
Johana Azevedo Vargas avatar
Written by Johana Azevedo Vargas
Updated over 2 months ago

You can directly have access to our Document viewer guides:

Otherwise, here is a step-by-step guide below on how to use our document viewer!
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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)

  1. Title bar - Document name and previous/next arrows to navigate from previous and to next documents.

  2. Version selector - See what version you’re working on and choose other versions if available.

  3. Page selector - To easily navigate across the pages of documents with multiple pages.

  4. Navigation tools - Navigate around a document with ease. From left to right:

    1. Activate/deactivate pan mode

    2. Zoom out

    3. Zoom in

    4. Fit-to-page.

  5. Rotation tools - Rotate the document in 90-degree intervals.

  6. 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)

  7. Document version comparison - Compare two versions of a document and highlight the differences between them [instructions on a further FAQ].

  8. Basic functions - From left to right:

    1. Print document (includes content over document)

    2. Download document (includes content over document)

    3. Show/Hide the side panel with work items included in the document

    4. Close document viewer

View mode overview (Mobile iOS)

  1. Title bar - Document name

  2. Close button - Close the document you are viewing.

  3. Toggle to show/hide work items - Show or hide points and forms.

  4. Action bar - Take actions with your document. From left to right:

    1. Add picture, point or form.

    2. Add annotation (which leads you to create a point with an annotation on it) - This shortcut might be retired soon.

    3. Compare document versions

    4. Version selector

    5. Show the details panel with work items included in the document

  5. 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)

  1. Title bar - Document name and previous/next arrows to navigate from previous and to next documents.

  2. Version selector - See what version you’re working on and choose other versions if available.

  3. Page selector - To easily navigate across the pages of documents with multiple pages.

  4. Navigation tools - Navigate around a document with ease. From left to right:

    1. Activate/deactivate pan mode

    2. Zoom out

    3. Zoom in

    4. Fit-to-page.

  5. Rotation tools - Rotate the document in 90-degree intervals.

  6. Annotation tools - Different annotations to provide extra context to your documents. From left to right:

    1. Pin

    2. Dropdown: Free drawing and eraser

    3. Text

    4. Dropdown: Line, arrow, rectangle, ellipse and polyline.

    5. Annotation selector - drag a marquee over items to select them

  7. Annotations manager - Overview all annotations within a document

  8. Basic functions - From left to right:

    1. Save annotations

    2. Print document (includes content over document)

    3. Download document (includes content over document)

    4. Close document viewer

Edit mode overview (Mobile iOS)

  1. Title bar - Document name

  2. Annotation tools - Different annotations to provide extra context to your documents. From left to right:

    1. Dropdown on long press: Line, arrow and free drawing

    2. Dropdown on long press: Rectangle and ellipse.

    3. Text

    4. Pin

  3. Actions - From left to right:

    1. Undo & redo

    2. Close edit mode (the button to save annotations appears just afterwards)

    3. 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)

  1. 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:

    1. Colour selector

    2. Line weight selector

    3. Line type selector

  2. 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)

  1. 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:

    1. Colour selector

    2. Thickness

    3. 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

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