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How do I use Projectmates Collaborative PDF Mark-up tool?

Projectmates collaborative markup tool allows users to simultaneously annotate a PDF at the same time. Markups that a user makes will immediately display for other users editing the PDF in real-time even across differing platforms such as desktop or Mobile app. This technology is supported on all modern browsers (Chrome, Firefox, Edge, and Safari) and IOS devices. 

How to Mark-up a PDF file from desktop

  1. Once inside a project, click on the Documents tab and drill further into the document Menu/Folder to access the PDF file.
  2. Open the file in PDF viewer by clicking on the Mark-up icon  (The icon turns yellow when Markup have been saved to file in Projectmates).
  3. In Collaborative mode, you can use different annotation tools such as Mark-up Pen, Signature, insert image, Note, Text Search.
  4. Click the Save icon to save your markups to original file or simply close the tab to keep your mark ups in draft mode.

Note: Your role needs Mark up access right to open the file in collaborative mode, else the file will open in Read only mode.

How to Mark-up a PDF file using Projectmates Mobile App.

  1. Login to Projectmates app using your IOS device.
  2. Once logged in tap on My Projects link, select the project that you wish to work in from Favorites or All list.
  3. Once inside a project, tap on Document Management link and further drill into the document menu/folder to access the PDF file.
  4. Tap on the file name to open the file in PDF viewer.
  5. Tap on the Notepad icon to open the Mark-up tool bar. You can use different annotation tools such as Mark-up pen, Notes, text search or insert image.
  6. Tap on X icon to return back to Main menu. Tap on Save icon to save your changes to Projectmates or Tap Done to keep the Mark-ups in Draft mode.

Note: Your role needs Mark up access right to open the file in collaborative mode, else the file will open in Read only mode.



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