Click a markup tool to annotate the PDF.
To save markups, you must create an ‘issue’ using the issue card. Show the issue card using the blue ‘+’ button, and hide the issue card by clicking the blue ‘-’ button next to the markup.
Once you click ‘Save’, the orange square icon means that the issue status is ‘Open’. We recommend changing the issue status as your team progress the issue. Issues with action items should start as ‘Open’. For informational-type issues, use ‘Informational’. Click the person icon to assign a user to the issue.
Click on the issue pop-up card and the full issue will display on the left. Here, you can edit the issue and add more details.
To view only the issues associated with a specific file, open the file and click the ‘Issues’ button in the right sidebar to open the Issues app. This lists all the issues on that file. To edit an issue, click the ‘Choose Option’ menu and select ‘Edit.
To close an issue, click on the issue status button on the issue card and select ‘Closed’.