The annotation form is used when making an annotation on a drawing during the review process.
The form allows you to customize the information collected throughout the process.
By following these steps, you can create customized forms tailored to your project's specific requirements, improving the efficiency of your review process.
Step 1: Create a Form
Start by navigating to the Annotation Form section – Click on Company Settings in the menu and select Annotation Form. Click "Create Form" to create a new annotation form.
Note! It is also possible to create a new annotation form when setting up a review under Review Details.
Step 2: Name the Form
Give your annotation form a descriptive name to ensure clarity and relevance for the information it will collect.
Step 3: Add a Field
Click "Add Field" to begin adding fields to your annotation form. Fields capture specific types of information, such as text, dates, checkboxes, or dropdown selections.
Step 4: Define the Field
When adding a field, name it according to its content and choose an appropriate data type. The available options are:
Single-line text
Multi-line text
Date
Number
Dropdown menu
Familiarize yourself with the different available field types and select the one that best fits your needs.
Step 5: Required Field (Optional)
Determine which fields are mandatory by toggling the "Required" setting. Required fields ensure that essential information is captured during the process, as users must complete the field.
Step 6: Quick Actions (Optional)
Use field actions such as edit, duplicate, or delete to refine and customize your form according to your requirements.
Step 7: Change Order
You can change the order of fields by dragging them up or down the list. The preview on the right updates in real-time to reflect the new placement, allowing you to see changes immediately.
Preview
Before finalizing your form, use "View Preview" to check how reviewers will see the form. This ensures it meets your expectations and captures all necessary information.
