Document Mark Up

Document mark-up is an optional feature of PPM.  Please contact your Cora Account Manager if you would like to enable this feature.

Documents attached to registers can be annotated. The mark-up option is available if mark-up is enabled in the documents tab of registers. 

Click the mark-up icon, this will open the document for annotating.

If a document has annotations, the mark-up icon will be blue, otherwise it will be black.

Note: If multiple users open the document for mark-up at the same time, their annotations will be merged on click of save. Other user’s changes are not shown in real-time.

Documents that are available for mark up show the icon. Documents that are not available for mark up do not have the icon available.

Click the pencil icon in the MARKUP column, this will open the document for marking.

Create Actions from Mark up

When marking up a pdf document, ‘actions’ may now be created without leaving the mark up. An action can be an entry in a register, a task in the schedule, an issue or a risk. This feature allows users to quickly create an action related to the mark up.

Click the pencil icon in the MARKUP column, this will open the document for marking.

To create actions from mark up, first click SAVE, and then click CREATE ACTION.

This opens the following pane where you can choose whether the action applies to the whole document or just a specific piece of mark up.

• Click in “Selected Mark Ups” to open the drop-down list of options.  
• Choose if action relates to whole document or just a specific mark up.

Depending on the type of action chosen, the user will be prompted for the minimum data to create the record.

• Choose the type of action – risk, task, issue, etc., from the drop down list of options.

Depending on the type of action chosen, you will be prompted for the minimum data to create the record.

Complete the mandatory details for action selected.

• Click CREATE

Now you can add “mark-ups” to your document

Click SAVE, to save the changes.

Note: Before adding an action, you must remember to SAVE otherwise the update is not available to select.

• Click Create Action. This opens the following pane.  

The action is now visible for selection in the drop-down field, and an action can be created for the comment that was added.

• Click CREATE

An action record has been added to the action log.

Note: The actions that are created only contain the minimum data from the mark up. After creating actions, they may still need to be edited to add further detail and assign to users to action. If there is workflow associated with a register, this will not be triggered on creation of the entry from mark up.

Note: Cora's document mark-up feature uses third party software (PDFTRON™).

Please see https://www.pdftron.com/ for information on annotation features available.