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Marking Up Documents
Marking Up Documents

Mark up documents to share the project's status in real time and make sure even small changes get captured as work progresses in the field.

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Written by Alex Schickling
Updated over a week ago

This article will cover the following topics:

Note: Markups are currently only visible to their respective creators. Additionally, markups created in the web application are not yet visible within the mobile application and vice-versa.

Mark Up a Document

Once a document has been opened, mark it up by using the Annotations, Shapes, or Insert toolsets. To do this:

  1. Search or browse to a document, and scroll to or select the page you want to mark up.

  2. On the top toolbar, select a tool set by clicking Annotate, Shapes, or Insert.

  3. From the resulting toolbar, click the markup you would like to use. Keep Reading for more information on the specific tool sets!

User-uploaded Image

Annotate Toolbar

Tools in the annotations tool set can be used to mark text on the document or create text.

Annotation Tool Icons

Note: Skip to Shapes Toolbar for instructions on using the Freehand and Rectangle tools.

Apply Squiggly, Strikeout, Underline, or Highlight to Text

The Squiggly, Strikeout, Underline, and Highlight tools can be applied to text embedded within the document you are viewing. To use these:

  1. Select a tool from the Annotate toolbar, then

  2. Click and drag your cursor along the text that you would like to apply the affect to.

Applying Effects to PDF Text

Add Text to a Document

Leave a note on a document using the Text tool.

  1. Select the Text tool from the Annotate toolbar or press "T" on your keyboard.

  2. While the tool is selected, place a text box on the document by:

    1. Clicking once in the area that you would like to type, or

    2. Clicking and dragging your cursor across an area that you would like to add text to.

  3. Finally, type a message in the box.

Adding Text to a Document

Note: Text may become hidden when your message exceeds the height or width of its box. Expand the text box to see all of its contents.

Shapes Toolbar

Use Shapes Toolbar to mark drawings or other documents up.

Shapes Tool Icons

Freehand

Use the freehand tool to draw directly onto the opened document as if using a marker or pen.

  1. Click the Freehand tool or press "F" on your keyboard to select the tool,

  2. Click and drag your cursor to leave a marking, then

  3. Release your mouse to complete the marking.

Using the Freehand Tool

Rectangle & Ellipse

DADO's Rectangle and Ellipse tools are great for calling attention to an area or isolating details. Place either of these by doing the following:

  1. Select the Rectangle or Ellipse tool by clicking their icon on the Shapes toolbar,

  2. Move the cursor to any corner next to the area that you would like to surround,

  3. Left-Click and hold to start marking,

  4. Drag the cursor to the opposite corner of the area that you would like to surround, then

  5. Release your mouse to complete the markup.

Using the Rectangle and Ellipse Tools

Tip: Make a perfect circle by holding the Shift key while using the Ellipse tool as you perform step 4 above.

Polygon & Cloud

Polygons and Clouds serve a similar purpose in DADO, but are applied to documents differently than rectangles and ellipses.

  1. Select either tool from the Shapes toolbar,

  2. Click sequentially in order to place points of the Polygon or Clouds, then

  3. Finish the markup by clicking the square brackets icon surrounding the first point that was placed.

Using Polygon and Cloud

Tip: Snap polygon and cloud lines to 45° angles by holding the Shift key as you place points.

Line & Arrow

Lines and arrows can represent conduit, piping, or relationships between items on a document. To place a Line or Arrow:

  1. Select either tool from the toolbar,

  2. Left-Click on the document to apply the markup's starting point and continue to hold your mouse,

  3. Drag the cursor to the finishing location, then

  4. Release the mouse to complete the markup.

Using the Line and Arrow Tools

Tip: Snap lines and arrows to 45° by holding shift as you drag the cursor.

Polyline

The Polyline tool makes it possible to draw lines that need to change direction using a single markup.

  1. Select the Polyline tool from the Shapes toolbar,

  2. Click sequentially in order to place points of the Polyline, then

  3. Finish the markup by double-clicking the final point.

Placing a Polyline

Edit and Delete Markups

Markup creators can edit and delete their own markups. To change or delete an existing markup, follow these steps:

  1. Open the document that contains the markup you need to change,

  2. Click the element that you want to modify,

  3. From here, you can edit the markup's properties:

User-uploaded Image

  1. Resize and Move Vertices: Resize a markup by clicking and dragging any of the white dots on its vertices.

    1. Change Styling: Change the visual properties of the markup by clicking the paint palette icon in the popup menu that appears above or below selected markups.

    2. Delete: Delete the markup by clicking the trash can icon in the popup menu that appears above or below selected markups. For some markups, you may also press Delete on your keyboard.

  2. Once finished, deselect the markup by clicking away from it or pressing the Esc key.

Editing Markup Styles

Tip: Edit multiple markups by drawing a selection rectangle around them using the select tool, which is located next to the hand tool and left of the tool set selector.

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