Markup and Personal Redlines

Overview

Mark up a drawing or PDF in the Rift viewer with annotations, shapes, measurements, stamps, signatures, and hyperlinks. You can edit and comment on markup, save it as a personal redline, share it, send it for review, and export it.

A personal redline is a private copy of your markup on a document. Only you can see it until you share it, raise an RFI from it, or promote it to a child document, and that includes administrators. Use one to mark up a drawing without touching the shared layer.

Personal redlines are available where your organisation has enabled them. Where they are not, the My Redlines entry in the avatar menu and the Save Redline button do not appear.

Marking Up a Document

Open a PDF in the Rift viewer to mark it up. The tools below add annotations, shapes, measurements, stamps, signatures, and hyperlinks, and you can edit and comment on what you add.

Annotation

Open the Annotate ribbon to mark up the document. You can add Highlight, Underline, Strikeout, and Squiggly text markups, draw Freehand, add Text, a Callout, or a Sticky Note, and leave a Comment.

Open the Shapes ribbon to draw Rectangle, Ellipse, Line, Arrow, Arc, Cloud, Polyline, and Polygon shapes.

Each ribbon lets you set the annotation colour and stroke width, and choose a Solid or Dash border, in its Style group. The Aids group has Snap and Dynamic, and the History group has Undo and Redo to step back and forward through your changes.

You can also mark up straight from the page text. Select text with Select, and a small bar appears where you can Copy it, or turn it into a Highlight, a Comment, or a Hyperlink.

Use Redlines in the Markup group of the View ribbon to show or hide redline markup while you work.

Measurements and Take-offs

Open the Measure ribbon to measure and count directly on a drawing. You can measure Distance, Area, and Perimeter, Count items, and use Dynamic Fill to measure an enclosed region by clicking inside it. Use Space to define a named region on the drawing.

The ribbon groups the tools as Length (Distance and Perimeter), Region (Area and Dynamic Fill), Takeoff (Count and Space), and Scale (Calibrate).

Before you measure, use Calibrate to set the real-world scale for the drawing, so lengths and areas are reported in the correct units. Until a scale is set, a message reads "No calibration set. Measurements will be in PDF points." with a Calibrate Now button. The OSNAP object snap, toggled with F3, snaps to the lines and corners of the drawing.

Every measurement appears in the Measurements panel, where you can see per-unit totals and export them to CSV.

Stamps, Signatures, and Hyperlinks

Open the Insert ribbon to add a Stamp or a Signature, both of which you can save and reuse. Use Hyperlink to draw a clickable region that links to a page, a web address, or another document, and Title Block to select a title block and extract its tags.

The Stamps panel groups the stamps as Standard, Engineering, and Custom, so you can pick an approval, status, or sign-here stamp and drop it onto the page.

Links in a document are clickable. Click a link to jump to another page, open a web address in a new tab, or open a linked document. Links work even when you are only viewing.

Editing and Deleting Markup

Pick the Select tool, or press V, then click a markup to select it. Drag it to move it, or drag its handles to resize or reshape it.

When a markup is selected, the Annotation Properties panel opens, where you can change its colour, opacity, stroke width, fill, border style, and the Layer it sits on. The panel also shows options specific to the shape, such as Arc Size and Scallops for a cloud. You can also Save as Preset or Set as default style so your next markup matches.

• Press Delete to remove the selected markup. You can also right-click it and choose Delete.
• Select two or more markups, then press Ctrl+G to group them or Ctrl+Shift+G to ungroup.
• Use Match Properties to copy one markup's style onto others: click a markup to sample its style, then click each markup you want to apply it to.

Comments

Use the Comment tool, or the bar that appears when you select text or a markup, to leave a comment. The Comments panel lists every comment on the document, so you can read them and jump to where each one sits on the page. Use Reply to respond in a thread and set a comment's status as the review moves on.

Working Together in Real Time

Where real-time collaboration is available, the viewer shows who else has the document open, and their annotations appear live as they work. A badge beside the panel rail reads "Only you" when nobody else is in the document.

Saving a Redline

Mark up a PDF in the Rift viewer, using the tools covered under Marking Up a Document. Once you have markup that is not saved anywhere else, a Save Redline button appears in the toolbar. Press Ctrl+S (Cmd+S on a Mac) to save the same way.

Where the document is under an active workflow, your markup saves to the document itself as you work, with no separate save step, and everyone who can open it sees it, so the Save Redline button does not appear. A banner reads "Your markup saves to this document" with a Shared badge instead, and offers Save Private Copy. It opens the same Save Redline dialog and keeps a private copy of your markup.

The Save Redline dialog shows the file and revision the redline is drawn on, and asks for two things.

• A Title, which is required. It starts with the drawing's name.
• A Description, which is optional.

The dialog also tells you what the redline contains. It reads "Includes your markup" with a count, or "Starts empty" where you have not marked anything up yet. Markup by other people is not copied. Where your marks on the document are already visible to everyone who can open it, the dialog notes that saving keeps a private copy as well.

Select Save Redline to save. A message reads "Saved to My Redlines" and the redline opens. From then on, every change saves automatically, so Ctrl+S only reports "Saved automatically".

If you leave a document with markup that is not saved, the Unsaved Markup dialog offers Save Redline, Leave Without Saving, and Stay on Page. Leaving without saving loses the new annotations.

My Redlines

Select the avatar at the top right and choose My Redlines to list your redlines. Two tabs split them.

• Mine lists the redlines you saved.
• Shared with me lists the redlines other people gave you access to.

A status pill on each row reads Private, Shared, Promoted, In Change, or Incorporated. Each row has actions for opening the redline and for the steps covered below: Share, Edit Details, Raise RFI, Promote Redline, Open Child Document or Create Child Document, Download with Markup, and Delete. Use Edit Details to change a redline's title and description.

A document's Related tab also lists your redlines of it, under Redlines, with a My redlines link. See Related.

Sharing a Redline

Select Share on a redline's row to open the Share Redline dialog. Everyone you add can open the redline and add their own markup, and your marks stay yours.

• Everyone lets anyone with access to the repository open the redline. It is not available to everyone, and where it is not, the dialog says you need permission to share redlines with everyone.
• People adds individuals by name or email address.
• Groups adds a group. Members get access as they join, and lose it when they leave.
• Note is an optional message sent to the people you are adding.

Select Save Sharing to apply the change.

Promoting a Redline

Promoting turns a redline into a child document of the drawing, carrying the redline's markup. Select Promote Redline on a redline to open the Promote Redline dialog. It creates a child document from the drawing's current revision, and the redline itself stays private.

• The optional Project field adds the child document to a project. Leave it blank to keep the child with the original.
• Where the drawing has moved on to a newer revision since you marked it up, Lunr asks "Carry Markup to a Newer Revision?" before it carries your markup across, because it may not line up.
• Where the drawing is under change, the redline is still promoted, and you create its child document later by selecting Create Child Document.

Raising an RFI From a Redline

Select Raise RFI to send a redline as a Request for Information. The action carries your organisation's own wording for an RFI. The request opens in the Raise RFI from Redline dialog, with the redline attached, and appears in the RFIs tab of the Collaboration area. See RFIs.

To send markup on without saving a redline first, use Submit Redline in the viewer, covered under Submitting a Redline.

Submitting a Redline

To send your markup on, click Submit Redline. This opens the Submit Redline Request form, which raises a Request for Information with your annotations attached. Your markup is flattened into a PDF so it reaches the right people. You can submit a redline even if you have not added any markup.

The form is gathered into sections:

• Recipients picks who should review the redline, using the same people picker as elsewhere in Lunr.
• Request Details has a Subject, a Request Type, and a Needed By date, which are marked as required, and a Project Number. The Subject starts with the document's name. Where no redline categories are available, the form notes that "No Redline categories are configured; defaulting to Redline."
• Optional extras offers a Message for any quick context or next steps.
• Attachments takes supporting files, for reference material or markups beyond the document itself.
• Additional Project Details appears where your project team relies on extra fields for redlines, with one entry per field.

Select Send Request to send it. The request appears in the RFIs tab of the Collaboration area with a Redline category, covered in RFIs.

Showing Redlines on a Drawing

Where a drawing has redlines you can open, the Rift viewer lists them in a Redlines card. Select Show on Drawing to open the Redlines on this drawing panel.

• Enable or disable a redline in the list to show or hide its markup over the page. Shown markup is read-only.
• Select Show All or Hide All to change every redline at once.
• Select Open redline on a row to open that redline and add to it.

To merge several redlines of the same revision, show them and select Combine Shown into Review Set. The Combine into Review Set dialog brings every annotation into one set, where each keeps its author, colour, and thread, and likely duplicates are flagged. Select Create Review Set to open it. In the set, keep, exclude, or mark duplicates, then promote it. The original redlines stay as they are.

Exporting and Printing

Open the File ribbon and click Save As to download a copy. You can save a PDF (*.pdf) with the annotations flattened into the PDF, choosing whether to Include Annotations and Include Comments, or export the markup on its own as XFDF Annotations (*.xfdf).

The dialog also has a Page Range section. Choose All pages, the Current Page, or Specify Pages to save only the pages you list, and the dialog shows the size of the file it will save.

From the Markup group of the File ribbon, use Export and Import to move markup between documents, and Summary to produce a summary report of every markup on the document.

Click Print in the File ribbon to print the document. Choose With annotations to include your markup, or Document only for the fastest, highest quality print of the original PDF.