Uploading PDFs and Utilizing Smart Mark-Ups in Built Insights

This guide offers a comprehensive overview of how to effectively upload and utilize PDFs with Smart Mark-Ups in Built Insights. It empowers users to enhance their project documentation by enabling editing, tagging equipment, and identifying issues directly on the PDFs. By following the steps outlined, users can streamline their workflow, improve collaboration, and ensure accurate tracking of project details. Viewing this guide will help maximize the potential of Built Insights for better project management.

Thane Vajda
6 minutes

Builtinsights

Navigate to the Built Insights landing page

Click "Smart Markup"

Click "Projects"

Upload a PDF to Smart Mark-Ups

Select the project where you would like to upload a PDF for utilizing the Smart Mark-Ups Feature

Click "PDF Documents" and select the PDF that you would like to import into the Built Insights software to be utilized in the Smart Mark-Ups feature

Once the document has been uploaded then click "Yes"

Click here to access the PDF document

View PDF Document in Smart Mark-Ups

Once the PDF has been rendered the user can select the desired Zoom amount to view the document using the Zoom Slider, Zoom Extents icon, or select a specified Zoom Percentage

The software will default to the "Viewing" mode which allows users to review the document but not add additional information

Edit PDF Document in Smart Mark-Ups

The ability to edit documentation in the Smart Mark-Ups feature is permission restricted and may need to be applied before the following steps can be completed

For the user to be able to add additional information click "Editing" in the drop down menu

View Settings

The user will have the ability to change the information displayed on the page by accessing the View Setting icon

From here the user has the ability to adjust the items displayed on the page such as turning on the "Legend"

Additionally the user has the ability to Display "Call Outs" for items tagged on the PDF as well as select the information that will be displayed in the "Call Outs"

Once the user has selected the desired options to display on the PDF they will then be required to click "Apply"

This will adjust the overall display for that user

Page Settings

The user has the ability to adjust the associated PDF information and link that to CxAlloy related information such as Location data. This can be accessed through the Page Settings icon

Asset Call-Outs can be defaulted to show or not show

Campus data will be dispalyed as a Drop Down List for the user to select

Building data will be dispalyed as a Drop Down List for the user to select

Floor data will be dispalyed as a Drop Down List for the user to select

Once the user has selected the desired options to be associated with the PDF they will then be required to click "Apply"

Apply Comments & Mark-Ups

The user will have the ability to apply text and text boxes to the PDF in the form of a mark-up by clicking the Add-Text Icon

Once Add-Text icon has been selected the user can then click anyone on the PDF document to add Text or Text Boxes

The user will be promted to add text as the initial step

Once the user can completed adding text they will be presented with the Text Box editing options such as text color, text size, and text box color

Click the text box option buttons to open the color selection options

To remove a mark-up the user can click the "Trash" icon

Tag Equipment in Smart Mark-Ups

The user can tag equipment from CxAlloy on a PDF in Smart Mark-Ups by using the "Add Equipment" icon

Once Add Equipment icon has been selected the user can then click anyone on the PDF document to add an rectangle that will represent a piece of equipment on the PDF

Once the rectangle has been drawing on the PDF the user can then select the associated piece of equipment from the equipment list

Click the desired piece of equipment

This will now populate the data for that piece of equipment such as name, status, discipline, and other associated items from CxAlloy

The user will have the ability to review associated items by using the arrow to display the information

Additionally all equipment for the project can be viewed by clicking the Equipment List icon

From here the user can use the search bar to find specific equipment

To tag a specific equipment on the PDF the user can use the center icon

Once Add Equipment icon has been selected the user can then click anyone on the PDF document to add an rectangle that will represent a piece of equipment on the PDF

The equipment list can be filtered beyond the search bar by clicking the "Filter" icon

From here the user can select the associated items they will like to filter by and apply those

Once the user has selected the desired options to be associated with the Equipment List they will then be required to click "Apply"

To remove associated filters the user can do this by clicking the "X" icon on the displayed filters

Adding Issues to PDF in Smart Mark-Ups

The user has the ability to identify new issues in the Smart Mark-Ups feature and send this data to CxAlloy using the "Add Issue" icon

By selecting the icon the user can the select an locaiton on the PDF document where they want to display that issue

Once the issue is displayed on the PDF document the user can click the issue to add the associated information to be synchronized with CxAlloy

When a new issue is created in Smart Mark-Ups the user will be promted to type "Issue Name" into the text box for tracking in Built Insights only

Type the "Description" into the text box provided for how this will be displayed in CxAlloy and Built Insights

Select the "Asset Type" option to assign the issue against a specific asset in CxAlloy

The user can type in the search field to select a specific asset

Selected the associated Asset from the list provided based on project data

Select the "Priority" option.

Select the "Assigned Type" option.

Select the "Assignee" option.

Select the "Discipline" option.

Select the "Issue Status" option.

Select the "Source Type" option.

Select the associated source from the options provided

Click this date field to apply a "Due Date" for the issue

Once the user has selected the desired options to be associated with the new Issue they will then be required to click "Apply"

Snagging Issues on PDF in Smart Mark-Ups

The user also has the ability to access all issues for the project by clicking the "Issue List" icon

The user can also tag issues from the "Issue List" on the PDF document by clicking the associated issue

The user will then be able to select a location on the PDF where the issue will be placed

The issue data will then be displayed in the Right Hand panel

Saving and Downloading PDF Documents

Once updates have been made the user can save the PDF document using the "Save" icon in the top right

Click "Viewing" to check-in the document providing access to other users

The PDF Document has be downloaded as a PDF document using the "Download" button in the top right

The user can close the document by clicking the "X" icon in the top right