Edit and style markups

A markup stays editable until you decide otherwise. Select it to move, reshape or restyle it, keep the discussion in comments and replies, and flatten it into the page when the review is done.

Intermediate·11 minute read

You'll learn
Selecting, reshaping and restyling markups, replies and statuses, and flattening safely.
Where
The Properties panel Alt+P, and the right-click menu of any markup.
Keys to know
Select V · Undo Ctrl+Z · Format Painter Ctrl+Shift+C

Select markups

To work on markups already on the page, use the Select tool V (Edit ▸ Select). The markup tools hand you back to Select after each markup, so you're usually there already.

Sheet A-101 with the revision cloud around Conference 103 selected. The Properties toolbar reads Markup, Revision cloud, followed by color, fill, opacity and line controls; the Properties panel shows the cloud's General tab; the cloud's row is highlighted in the Markups List. 1 2 3 4
Select a markup and three places follow it: the page, the Properties toolbar and panel, and the Markups List.
  1. The selected markup. A blue outline, with handles to drag.
  2. Properties toolbar. The markup's Subject and its look.
  3. Properties panel. Everything about the markup, on four tabs.
  4. Markups List. Its row is highlighted; clicking a row selects that markup.
To selectDo this
One markupClick it. Where markups overlap, click the same spot again within a second for the one underneath. Shift+click adds or removes one.
An areaDrag left to right to take what's entirely inside the box, or right to left (a dashed box) to take anything it touches. Hold Shift to add to the selection.
An irregular areaLasso Shift+O: draw a free outline around them.
The whole pageEdit ▸ Select All Ctrl+A
The next oneWith one selected, press Tab, or Shift+Tab to go back.
A selection belongs to one page

That's why Select All takes only the current page's markups. Esc clears the selection; press it again to switch to Pan.

Move, copy and delete

Resize, rotate and reshape

A single selected markup shows handles, colored by what they do. A locked markup shows none.

HandleDrag it to
Yellow squaresResize from a corner or edge, move a point of a polyline, polygon or cloud, or move a line's end.
Orange circle, above the topRotate in 15° steps, or freely with Shift. Only rectangles, ellipses, text boxes, images and stamps have one.
Purple squaresScale polylines, polygons, clouds, ink and arcs, keeping proportions unless you hold Shift. On the four-sided cloud above they sit on its corners. Several markups, or a group, get purple handles around them all.
BlueMove a measurement's caption.

Control points and curves

With one polyline, polygon, cloud or point measurement selected:

The Control Point toolbar offers these for your next click. On a rectangle, Ctrl-drag a yellow handle to bend that side (Preferences ▸ Tools ▸ Markup ▸ Drag Behavior for Shapes swaps this).

The Properties panel

Open the Properties panel with Window ▸ Panels ▸ Properties or Alt+P. With markups selected it has four tabs: General, Appearance, Layout and Options. For several markups it shows only the fields they share; a blank field means their values differ, and what you type applies to all. Each change is one undo step, and on a locked markup only Lock can change.

Widen the panel to see everything

At its starting width the panel can cut off the Options tab and the … buttons beside Line Style and Hatch Pattern, as in these pictures. Drag the dock's edge to make it wider.

General

FieldWhat it holds
AuthorWho made it: the name in Preferences ▸ General ▸ Options ▸ User.
SubjectWhat it is ("Revision cloud"). It starts as the tool's name.
LabelA short tag of your own, such as a room.
CommentsWhat you have to say about it. Text Box, Callout, Cloud+, Typewriter and Note markups have none: their text is the comment.
LockStops it being moved, changed or deleted.
Created, Modified, Status HistoryWhen it was made and changed (in UTC), and every status it has had, with who and when.

There's no Status field: see Statuses.

Appearance

The fields follow the kind of markup. Shapes (Rectangle, Ellipse, Polygon, Cloud) have Color, Fill Color, Fill Opacity, Highlight (a see-through fill), Hatch Pattern, Opacity, Line Width, Line Style and Blend Mode; clouds add Cloud Intensity (the size of the arcs) and Invert Cloud. Lines, arrows and polylines have Color, Opacity, Line Width and Line Style, plus Line Start, Line End and Endpoint Scale. Markups with text (Text Box, Callout, Cloud+, Typewriter) add Font, Font Size, Bold, Italic, Underline, Alignment and Text Color. A Note has an Icon, and images and stamps have a Picture or Stamp section.

The choices in each list

FieldChoices
Color, Fill Color, Text Color16 named colors, from Black to Purple, or any #RRGGBB code. Fill Color also has No Fill.
Line Width0 to 72 points; 0 hides the line.
Line Start, Line EndNone, Square, Circle, Diamond, Open Arrow, Closed Arrow, Butt, Reverse Open Arrow, Reverse Closed Arrow, Slash. A blank Endpoint Scale sizes them automatically.
Line StyleSolid, Dashed, Dotted, the standard library (BORDER, CENTER, DASHED, HIDDEN, PHANTOM, ZIGZAG and more) and your own style sets. The … button opens Manage Line Style Sets….
Hatch PatternNone, or ANSI31 to ANSI38, AR-CONC, AR-SAND, BRICK, CROSS, DASH, DOTS, EARTH, GRASS, HONEY, LINE, NET, NET3, SOLID, SQUARE or ZIGZAG. Hatch Scale is 50% to 200%. The … button opens Manage Hatch Sets….
Blend ModeNormal, Multiply, Screen, Overlay, Darken, Lighten, ColorDodge, ColorBurn, HardLight, SoftLight, Difference, Exclusion, Hue, Saturation, Color, Luminosity. Multiply and Darken keep black linework visible under a fill.
Opacity, Font Size, Cloud Intensity0–100%; 1–144 points; 0.25–2.

Layout and Options

Layout places a markup exactly: X, Y, Width and Height, in inches from the page's lower-left corner, and Rotation for rectangles, ellipses, text boxes, images and stamps. Options holds Set as Default and Add to Tool Chest, plus Replace Image… for an image and Open File and Save File… for a file attachment.

Quick changes from the Properties toolbar

For everyday changes the Properties toolbar under the menus is quicker. It shows whichever of Color, Fill Color, Opacity, Line Width, Line Style, Line Start, Line End, Font and Font Size the selection shares.

The Properties toolbar for a selected callout: Markup, RFI 014: Door swing, then Color, Fill Color, Opacity, Line Width, Line Style and Line End buttons, the font Helvetica and the size 20.
The RFI 014 callout selected. A callout has a Line End but no Line Start, so only Line End appears.

The Font toolbar (shown at first), and the Line Style and Appearance toolbars from Tools ▸ Toolbars, also act on the whole selection.

Make a look the default

To make new markups look like one you styled

  1. Style a markup the way you want new ones of its kind to look.
  2. Right-click it and choose Set as Default (or Properties ▸ Options ▸ Set as Default).

    MarkupRight confirms, for example: "New Cloud markups look like this one".

The look is saved in your active Profile, so it's there next time and goes wherever the Profile goes. Preferences ▸ Tools ▸ Markup ▸ Dynamically Set as Default Properties makes every Properties panel change the default. For several looks of one tool, use the Tool Chest.

Align, distribute, flip and order

Use the Alignment toolbar (shown at first) or the right-click menu's Alignment and Order submenus. Markups line up with the one you selected first.

CommandNeedsWhat it does
Align Left, Center, Right, Top, Middle, Bottom2 or moreLines up edges or centers.
Align Width, Height, Size2 or moreMatches the first one's width, height or both.
Distribute Horizontally, Vertically3 or moreSpaces them evenly.
Center in Document1 or moreMoves them to the middle of the page.
Flip Horizontal Ctrl+Alt+H, Flip Vertical Ctrl+Alt+V1 or moreMirrors polylines, polygons, clouds, ink, images, stamps and groups.
Bring to Front, Send to Back, Bring Forward, Send Backward1 or moreChanges which markup is on top.

Group, lock and hide

Group Ctrl+G

Markups move and scale as one. Click a member to select the group; Alt+click to pick just that member. Ungroup Ctrl+Shift+G removes one level.

Lock Ctrl+Shift+L

A locked markup can't be moved, restyled or deleted. Lock and Unlock are also in the right-click menu.

Hide

Right-click ▸ Hide hides that one markup; Undo brings it back. Edit ▸ Hide hides all of them from view until you choose it again.

The right-click Group submenu also has Remove Selected from Group and Remove Group Nesting. Locked markups, and markups with embedded photos or videos, can't be grouped.

Copy a look with Format Painter

To give other markups the same look

  1. Select the markup whose look you want, then press Ctrl+Shift+C (or Edit ▸ Format Painter).

    "Click or drag around markups to paint them; ESC stops."

  2. Click a markup, or drag a box around several.

    They take the look, one undo step each. Locked markups are left alone.

  3. Press Esc when you're done.

Offset and Multiply

Offset O (Edit ▸ Offset) copies the outline of each selected line, polyline, shape or point measurement a set distance away, for a setback line or a clearance zone. A closed shape grows outward; an open line moves to its left. It uses the Offset toolbar's settings, even when hidden: Distance (0.25 in; a real-world distance on a page with a scale, and negative to go the other way), Replace Markup (off), Angle Miter Limit (4) and Offset As (Same Type, Polyline, Polygon or Cloud).

Multiply… Ctrl+M makes evenly spaced copies: X Offset (in) (0.5), Y Offset (in) (0) and Count (1), measured on paper, in one undo step.

Copy markups to other pages

Right-click and choose Apply to Pages… to copy the selection to the same position on All Pages, a Custom Range (such as 1-3, 5), Even Pages, Odd Pages, Landscape Pages, Portrait Pages or Selected Thumbnails. Copies that would fall off a smaller page are moved inside it.

Copy and paste

Cut Ctrl+X, Copy Ctrl+C and Paste Ctrl+V work as usual; a paste lands at the pointer, or in the middle of the view. Paste in Place Ctrl+Shift+V keeps the exact position, so markups land in the same spot on another sheet. Text copied from another app pastes as a Typewriter markup.

You can also paste into another copy of MarkupRight. Pictures and file attachments don't carry across, and a stamp pastes only if that copy has a stamp of the same name in its stamp folder; MarkupRight tells you when something couldn't be pasted.

Undo and Undo History

Undo is Ctrl+Z and Redo is Ctrl+Shift+Z on every platform. Each drag, field change or paint is one named step. Edit ▸ Undo History lists the last 30 ("Add Rectangle", "Line Width"…); choose one to undo it and every step after it.

Comments, replies and statuses

A comment says what a markup is about: an RFI question, a field note. Type it in Properties ▸ General ▸ Comments, or double-click a markup that has no text of its own (a cloud, say) to open its pop-up note; right-click ▸ Open Pop-up Note does the same. For a text box, callout or other markup with its own text, double-click to edit that text.

To reply to a markup

  1. Right-click the markup, or its row in the Markups List, and choose Reply….
  2. Type your reply in the Reply box and click OK.

    The reply is saved with your name and the time, under the markup in the Markups List.

On A-101, Priya S. answered RFI 014 ("Swing reversed to open out; see sketch ASK-07") and Marcus T. replied under it, so the whole exchange stays with the callout.

See which markups have replies

Turn on View ▸ Always Show Reply Indicators (off at first) to put a speech-bubble icon beside every markup with replies. Hover over the icon to read them; click it to open the Markups List.

Statuses

To record a decision, right-click the markup and choose Set Status ▸ Review ▸ Accepted (or another state), or use the Status column of the Markups List. Each change adds a line to the Status History with your name and the time. Check, in the same menu, gives a markup a private tick of your own. See Markups List and reports.

Flatten and unflatten

Flattening turns markups into part of the page: they look the same in any PDF viewer but can no longer be edited, so flatten when you issue a set, not mid-review. Right-click ▸ Flatten flattens the selection and keeps recovery data. For the whole document, choose Document ▸ Flatten… Ctrl+Shift+M.

The Flatten Markups dialog: Pages All, Current Page or Pages; Markups with Select All and None buttons and the types Callout, Cloud, Pen and Rectangle ticked; Options with Allow Markup Recovery ticked, then Flatten to Layer, Overlay Text, Show Properties in Popup and Flatten Capture Media as Attachment; Flatten, Unflatten and Cancel buttons. 1 2 3 4 5
Flatten Markups remembers its options for next time.
  1. Pages. All, the Current Page, or Pages such as 1-3, 5.
  2. Markups. The kinds to flatten. Opened with a selection, it starts on Currently Selected Markups; with the Markups List filtered, it also offers Exclude Filtered Markups.
  3. Allow Markup Recovery. On at first. Leave it on unless you mean it to be permanent.
  4. More options. Flatten to Layer, Overlay Text (each markup's comment printed on it), Show Properties in Popup and Flatten Capture Media as Attachment.
  5. Flatten, Unflatten. Unflatten restores the pages chosen above; Document ▸ Unflatten Ctrl+Shift+U restores every page.
Flattening can be permanent

With Allow Markup Recovery off, MarkupRight asks you to confirm, and Unflatten can never bring those markups back. Even with recovery on:

Need a flat copy, not a flat document?

File ▸ Publish As ▸ Flattened… writes a flattened copy and leaves your document as it is. For many files, use Batch ▸ Flatten Markups… (Batch processing).

For power users Expert