Create and Manage Private and Public Markup Layers in the Specifications Tool (iOS)

Markup creation is now available in the Specifications tool on iOS and Android. Users can access the markup toolbar directly from a document to add annotations, notes, and callouts while reviewing documents on mobile. Users can also create and publish markups as public or private, using the same markup types available on the web.

• Required User Permissions:

  • 'Admin' level permission has automatic access to both the ‘My Markups’ (private) and ‘Shared Markups’ (public) layers.

  • Users with 'Standard' or 'View' level permissions to a document have automatic access to the ‘My Markups’ (private) layer, and and Admin can give access to the ‘Shared Markups’ (public) layer with the following permission added by an Admin:

    • 'Edit, create, and delete public markup layers'

  • 'Read Only' level permissions or higher on the project's Specifications tool. 

• Bulk downloading with markups is not supported for Specifications tool files in this release.

• Private markup will be enabled for all the users with access to the Specifications tool.

• Admin cannot turn off user access to the My Markups layer. If a user has permissions to view a document, they can also add private markups.

• Promote Groups (One-Way): You can promote a group from private to public, but you cannot move a public group back to private.

• Permissions: You can promote a group if you have permission to do Public Markup. 

• Markup Modification Rules: No user, including admins, can edit or modify another user's private markups. Any user with permission to create public markups can edit or modify public markups, even if they were created by another user, because those markups exist in the public layer.

• The same permissions apply to both web and mobile. Separate permissions are not required for mobile.

Create Markups

1. Open the Procore app on your iOS mobile device.

2. Tap the project's Specifications tool.

3. Tap the document you want to view. OR 

4. Open the information panel and Tap the Preview icon to launch the viewer. 

5. Tap Add Markup or Layers icon on the left markup side panel.

6. This displays the My Markups section, which contains My Markups (private) and Shared Markups (public) layers:

   • My Markups: These markups are created by you and are private and visible only to you. Even the Admin will not be able to view it.

   • Shared Markups: These are visible to everyone with access to the document and with appropriate granular permission enabled. If you don't have the required permissions, you won't be able to add public markups, but you can still view public markups. 

Note: You can also press the big orange plus to create markup.

Manage Markups

Procore automatically organizes your Private and Public Markups into groups. If you don’t have a group selected, your markups are automatically added to a group in your private layer.     

1. Creating Markup group: Tap on the + icon next to My Markups/ Shared Markup to create markup groups.

2. Hiding Markup:  Tap the eye icon next to a group to hide it.

3. Adding Markup Element: Select the markup element from the markup element list. Example: Textbox. The selected element will automatically go under the private markup layer. You can add multiple markup elements in a group.

4. Search Groups: Type a group name in the search bar to display it.
   This displays only the markups belonging to that specific group. For example, Group 1 or Group 2.

5. Edit Groups: Drag and move groups into the specific order you want them to appear, as Procore retains this order.

6. Duplicate Groups: Tap the vertical ellipsis icon beside the markup group and select Duplicate. This creates a copy containing all original markups. Adding new markups to this copy does not affect the original group.

7. Delete Groups: Tap the vertical ellipsis icon next to the individual group and select Delete. 

8. Promote Groups: To make a private group public, select the group, tap the three-dot menu, and select the option to make the group public. 

9. Rename Groups: Hover over the markup group name and Tap the edit  icon to rename your group. Tap ENTER on your keyboard or Tap outside the box to save.

10. Use the Header:

    • Add Markup: If you Tap Add Markup, it automatically starts a session in a private 'To Me' session.

    • Default Behavior: If you haven't manually selected where you want to edit, the system defaults to private.

    • Keyboard Shortcuts: Use keyboard shortcuts to copy and paste markups within the document.

      • For Windows, use Copy: Ctrl + C and Paste: Ctrl + V

      • For Mac, use Copy: Command +C and Paste: Command + V

11. Download Markups: Tap the vertical ellipsis icon next to information icon (i) and Select Download to export the document with or without markup.
    Note : If the user wants to download from the list page in the specifications tool, you have two options: Download without Markup or Download with Public markup.

12. Publish Public Markup: After a public markup is published for a file, a markup indicator icon appears next to the file on the Documents list page. 

Filter markups

1. Tap the Filters icon on the markup panel. The filter Markup panel will appear.

2. Select one or more markup filters that you want to apply:

   • Company: The company that an individual who added the markup is associated with in Procore.

   • Authored By: The individual who added the markup.

   • Color: The color of the markup.

   • Type: The type of markup.

3. Tap Apply.
   The markups are automatically adjusted on the document and in the List tab based on the filters. If you want to clear the filters, Tap Clear Filters and then Tap Apply.

4. Optional: When viewing markups in the List tab, Tap the Sort menu to choose an attribute to organize your markup list.

Markup Options

This table lists markup tools and keyboard shortcuts to use when adding markups to PDF files. 
Note : Click on the markup element to copy, duplicate, style, or delete it. Also, four pre-saved styles are available for each markup element.