PDF Annotation
How to Annotate PDF Files of a Site of the Job in the Mobile App
In the mobile app, navigate to the job that contains the site you want to annotate.
Step-by-step instructions
Step 1In the mobile app, navigate to the job that contains the site you want to annotate.
Step 2In the job details, scroll to the Files section and locate the site PDF file.
Step 3Tap the site PDF file to open it in the document viewer.
Step 4Tap the annotation toolbar to reveal the available tools such as draw, highlight, text, erase, and clear.
Step 5Use the draw tool to add a freehand annotation, then use the erase tool to remove any unwanted marks.
Step 6Select text with the highlight tool, then change the highlight color using the color picker.
Step 7Add text annotations by tapping the text tool and entering your notes; you can add multiple text annotations.
Step 8Use the Undo button to remove the most recent annotation, or tap Clear All to delete all annotations.
Step 9When you finish, tap Save to create a copy of the annotated PDF and attach it to the job.
Step 10View the saved copy in the job’s Files list or preview it on the mobile device to confirm the annotations.
Step 11On the desktop, the annotated site PDF also appears in the job’s file list, completing the workflow.