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.
Step 2: Name Form
Provide a descriptive name for your annotation form, ensuring clarity and relevance to the information it will collect.
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.
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.
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.
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.