Create & Manage Markups on PDFs in the Webapp

Overview

PDF markups allow you to add signatures, drawings, shapes, and comments directly to PDF files.
This improves review clarity, speeds up approvals, and supports real-time collaboration.
Read more in Review & Approve Documents and in Review & Approve a Ticket.

Currently, PDF markups are available for:

• PDFs saved in Documents > All files including File Approvals, Favorites, and Shared Items. Read more in View & Find Files/Folders.
• PDFs attached to tickets. Read more in View Ticket Attachments.

This feature is already released for the Webapp. Support for the mobile app will follow.

PDF markups are not yet available for Project reports. There you still cannot save markups directly. Read more in PDF Viewer > Sign Document / Add Annotations.

Collaboration and Visibility

• Markups appear instantly for all users, enabling real-time collaboration.
• Markups can be edited or deleted by any user with edit permissions, even if they were created by someone else.
• For PDFs saved in Documents:
  • Markups are saved automatically in the current version of the PDF.
  • Markup changes are recorded in the file activity log.
    Read more in View Activity Log for Files & Folders in the Webapp.
  • In the file list, there is a column called Last modified markups and you can filter for files with markups.
    Read more in View & Find Files/Folders > Filter.
  • Markups can be created and edited independent of ongoing or completed approvals.
• For PDFs attached to tickets:
  • Markup changes are recorded in the ticket journal.
    Read more in Track Activity on a Ticket in the Journal.
  • There is a column called Last modified markups in the:
    • Ticket attachment gallery list view.
      Read more in View Ticket Attachments > Attachment Galleries > View Options.
    • Ticket attachments list view in Documents and you can filter for tickets with markups.
      Read more in View & Filter Attachments of All Tickets in the Webapp.
  • During and after ticket approvals, markups can only be created and edited by the reviewers of the active approval step. Locked tickets prevent other users from creating or editing markups.
    Read more in Review & Approve a Ticket and in Lock a Ticket.

How to access

To view a PDF in Documents:

1. Click Documents
2. Select a Project
3. Click All files or Favorites or Shared Items
4. Click the PDF

To view a PDF attached to a ticket:

1. Click Tickets
2. Click the ticket
   
3. Click the PDF
   

Read more in View Ticket Attachments.

Create Markups

There is a limit of 500 markups per PDF.

To add markups in a PDF:

1. Enable the Edit markups toggle
   
2. Click on one of the markup tools. Read more below in Markup Tools & Options.
   
3. Click or draw anywhere in the PDF to add the markup there
4. Optional: Adjust the markup options
   

Markup Tools & Options

There are several markup tools that allow you to add and customize annotations.

Some of the markup tools offer additional tools in the drop-down menus. All tools offer formatting options depending on the selected tool, e.g. to change the line thickness or colour.

1. Select the tool e.g. Drawing
2. Select a tool from the drop-down e.g. Freeform Highlighter
3. Adjust the formatting options in the left panel

The following markup tools are available:

Drawing

Draw a freeform line.

Freeform Highlighter

Draw a thick transparent line to highlight areas.

Eraser

The eraser removes parts of freehand drawings.

Text Highlighter

Select text and highlight it.

There are also inline formatting options when selecting a text for strikethrough, underline, and red wavy underline:

Lines & Shapes

Add a line or shape including:

• Line
• Arrow
• Rectangle
• Ellipse
• Polygon
• Cloudy Polygon
• Polyline

Text & Callout

Add text or a callout. A callout is a textbox with a flexible arrow.

Note

Add a note to place an icon that shows your text when clicked.

Link

Add a link to a page within the PDF or to an external website URL.

Links are transparent, so you can place them on top of other markups.
To select or edit a link, use the selection tool — see Select Markups below.

Signature

Add a signature by freehand drawing, uploading an image or typing your name.

Edit Markups

To edit a markup:

1. Click on the markup
2. Apply your changes using the available formatting options as described above
3. OR Move or Delete a markup as described below

Select Markups

To select one or multiple markups:

1. Click on the Select Multiple Annotations icon
2. Select an area by holding the mouse button

Move Markups

To move a markup:

1. Drag the markup to the desired position

Delete Markups

To delete a markup:

1. Click the Trash icon
2. Or press Del or Backspace on your keyboard

Undo & Redo

You can undo or redo changes while you are in a markup-editing session.

To undo an action:

1. Click the Undo icon

To redo an action (after undoing):

1. Click the Redo icon

Show/Hide Markups

Showing or hiding markups only applies to your current viewer session. This setting is not saved and does not affect what other users see. When you open a PDF, markups are shown by default.

To hide all markups:

1. Click the Hide markups icon

To show all hidden markups:

1. Click the Show markups icon

Print & Download

Markups are only included in the printed PDF if they are visible. When saving a PDF to your computer, export it to include markups or download it to exclude markups.

To print a PDF including markups:

1. Click the Show markups icon
2. Click the Print icon

To print a PDF excluding markups:

1. Click the Hide markups icon
2. Click the Print icon

To export a PDF including markups:

1. Click the Export PDF icon

To download a PDF without markups:

1. Open the More menu
2. Click Download

Find PDFs with Markups

Find PDFs with markups by filtering. Read more in View & Find Files/Folders > Filter.

You can recognise whether a PDF contains markups without opening it:

• By the icon and time stamp in the Last modified markups column in the file's list view:
  
   
• By the icon on the thumbnail in the file's grid view:
  
   
• By the icon on the thumbnail in the ticket attachment grid view:
  
   
• By the icon on the thumbnail in any ticket attachment gallery:
  
   
• By the icon in the file approval request details under Items to review: