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How to create an annotation form
How to create an annotation form

Annotation forms are used to create annotations on drawings during the review process. They help tailor the information collected.

Updated over 4 months ago

Annotation forms are used in a file window to add and customize annotations on drawings during the review process. These forms in Review enable you to tailor the information gathered. Follow these steps to create a new form:

Step 1: New Form

Start by navigating to the Annotation Forms section and selecting "New Form" to create a new annotation form.

New Form - EN


Step 2: Name Form

Provide a descriptive name for your annotation form, ensuring clarity and relevance to the information it will collect.

Name Form - EN


Step 3: Add Fields

Click on "Add Field" to begin adding fields to your annotation form. Fields capture specific types of information, such as text, dates, checkboxes, or dropdown selections.

Add Field - EN



Step 4: Required Field (Optional)

Determine which fields are required by toggling the "Required" option. Required fields ensure that essential information is captured during the review process.

Required Field - EN


Step 5: Quick actions (Optional)

Utilize field actions such as editing, duplicating, or deleting to refine your annotation form and customize it to your requirements.

Annotation Field Actions - EN


Form Preview

Before finalizing your annotation form, preview how it will appear to reviewers to ensure it meets your expectations and captures all necessary information.

Annotation Form Preview - EN

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