Viewers, markups, and investigation requests in Upchain

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The PDF viewer allows you to view more than just PDF files from within Upchain.

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You can also view Excel,

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Word,

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CAD drawings and images.

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The viewer also allows you to add additional information

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to these files through the use of markups.

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Start by locating the document you wish to view.

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For example,

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this assembly item in our project has various files attached to it.

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In the details panel,

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we can open the documents tab to see what has been attached.

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From here,

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we can open the CBOM to view the 3D CAD files

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or the drawings tab if we know drawings have been associated with this item.

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We could also open the translation section to

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view any translations that Upchain may have generated.

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We can clearly see the PDF version of the drawing file attached to our item.

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We can open the drawing by clicking the little eyeball next to the name.

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Now that we have our document open,

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we have a number of options available to us in

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order to add annotations and markups to our document.

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If you've used the PDF editor before,

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many of these may look familiar to you.

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Let's navigate down to the last page of this document

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and add in our comments.

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In the middle of the screen,

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we can find our main editing toolbar.

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This is used to add further content to the document

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or call attention to things that need to be reviewed,

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changed,

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or updated

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within the specific part or assembly.

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Let's start by highlighting the details that we would

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like our CAD user to take a look at.

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Let's zoom in on our detail.

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And make use of the markup tools to highlight a particular portion of the drawing.

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From here we can zoom in further.

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Roughly sketch in further detail,

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however we like.

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Just to make sure our designer is aware of what we need here,

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we can add a note

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regarding our comments.

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Decrease

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diameter

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to

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dimension,

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and include

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spec

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here.

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If this particular modification needed to be issued immediately,

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we are free to select the create IR button up in the top right.

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This will fire off our markup to the relevant people for review.

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We will come back to investigation requests specifically in an upcoming video.

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Let's zoom out back to how we had our drawing previously.

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Next,

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let's use our markup tool to create a

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revision cloud around the area that needs attention.

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Just to make sure that our designers don't miss

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the markup that we made on this page.

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When we are done,

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we can use the save feature to save our markup specifically.

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Give it a name.

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And hit save.

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The markup will now be available to other users within

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Upchain and free to send out via investigation request.

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Note that a list of already created markups can be viewed by clicking on the markups.

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This will bring up a window of markups created by yourself and other users

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to view all the changes that we've made so far today.

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We can even select these and make

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further comments or add in additional information.

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Well,

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we've been quite thorough with our markups today,

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of course,

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if we were pressed for time,

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we could have simply added only 1 or 2 comments

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and issued that without any further effort.

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We can now make use of the measure tool to add in a dimension here.

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Perhaps we want this to be something specific,

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like 2 inches,

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and we can be clear about that

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by adding a comment to be.

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What we need.

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We have quite a few more options available to us within the PDF viewer.

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So don't be afraid to experiment with these tools and see what might work for you.

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Our Upchain help section also provides information on every single function

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available within the PDF viewer.

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So we have now seen how we can open the documents within the PDF viewer,

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and the tools available in order to add comments and markups.