--- title: "Use annotation tools in documents" slug: "use-annotation-tools-in-documents" updated: 2026-10-15T00:40:48Z published: 2026-10-15T00:40:48Z canonical: "help.servicetitan.com/use-annotation-tools-in-documents" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Use annotation tools in documents ## Overview Use the *Annotation Manager* tool to add markups, highlight changes, and take measurements in the *Documents* section. This helps you efficiently review technical drawings, highlight changes, and track file versions. [Annotation Manager in Documents- ST-75 Video](https://fast.wistia.net/embed/iframe/h8h66sz2pa?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Project managers, project coordinators, and project teams - Primarily for Residential Construction and Commercial Construction business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - The *Annotations Manager* tool is only available in ServiceTitan. - Image and PDF files are available for annotations. PDF Forms and CAD drawings aren't supported. - Version history is available to view a historical log of all changes to a file. - When uploading files, keep in mind: - **Maximum file size:** 250 MB per file - **Total upload limit:** 1 TB per batch - **Number of files:** Unlimited - You can upload the following file types: .avi, .jpg, .jpeg, .gif, .png, .webp, .3gp, .rup, .dng, .heic, .heif, .tif, .tiff, .jfif, .pdf, .mov, .mp4, .doc, .xls, .docx, .xlsx, .ppt, .pptx, .mp3, .htm, .html, .vcf, .txt, .xml, .csv, .smil, .msg, .eml, .mhtml, .dwg, .dxf, .ifc, .rvt, .nwd, and .sdr. ## Access the Annotation Manager tool 1. Find and open a project, then go to the *Documents, Forms, Media & Attachments* section. For more about this section, see [Manage project media files and forms](/construction/docs/manage-project-media-files-and-forms). 2. There are two options to access the *Annotation Manager* tool. - **Option 1:** In the *Documents, Forms, Media & Attachments* section, click a file to open. ![Overview of recent documents and media attachments in a digital workspace interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-annotation-tools-in-documents-image-59x23p92.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A08Z&se=2026-10-31T01%3A42%3A08Z&sr=c&sp=r&sig=iPY8S7uOrKaSNfkTgUM0s4mcczPO5sPM%2BqpSCoC3c94%3D) - **Option 2:** In the *Documents, Forms, Media & Attachments* section: a. Click **View all Documents and Folders**. b. In the *Project Documents* section that opens, click the uploaded file to open it. > [!NOTE] > **Note:** You can annotate existing files or upload new files. ![Media and attachments section displaying files with options to add folders and manage items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-annotation-tools-in-documents-image-ufpaxtq8.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A08Z&se=2026-10-31T01%3A42%3A08Z&sr=c&sp=r&sig=iPY8S7uOrKaSNfkTgUM0s4mcczPO5sPM%2BqpSCoC3c94%3D) ## Use the Annotation Manager tool After opening a file, click **Annotate document.** ![Home services rate card detailing various pest control and lawn care services and prices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/annotate-document.jpeg?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A08Z&se=2026-10-31T01%3A42%3A08Z&sr=c&sp=r&sig=iPY8S7uOrKaSNfkTgUM0s4mcczPO5sPM%2BqpSCoC3c94%3D) On the *Annotations* screen that opens, you can: - [View the file](/construction/docs/use-annotation-tools-in-documents#view-the-file) - [Annotate the file](/construction/docs/use-annotation-tools-in-documents#annotate-the-file) - [Draw shapes](/construction/docs/use-annotation-tools-in-documents#draw-shapes) - [Take measurements](/construction/docs/use-annotation-tools-in-documents#take-measurements) - [Create RFI tasks](/construction/docs/use-annotation-tools-in-documents#create-rfi-tasks) - [Manage file versions](/construction/docs/use-annotation-tools-in-documents#manage-file-versions) ## View the file To customize your view, go to the **View** tab. There, you can: - Zoom in or out of the document - Pan across (click and drag) the document - Adjust the layout or orientation - Download, print, rotate, or navigate between pages - Switch to the *Full-Screen* mode ![Blueprint showing floor plan with measurement details and navigation tools at the top.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-annotation-tools-in-documents-image-qhso294i.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A08Z&se=2026-10-31T01%3A42%3A08Z&sr=c&sp=r&sig=iPY8S7uOrKaSNfkTgUM0s4mcczPO5sPM%2BqpSCoC3c94%3D) ## Annotate the file Use the *Annotate* tab to: - Highlight sections of the file, for example, a door within a schematic - Customize colors, such as the background or font - Add notes on the file - Style markups, including how thick lines are and colors ![Blueprint with annotation tools and a highlighted section labeled 'To discuss'.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-annotation-tools-in-documents-image-hjkenlbi.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A08Z&se=2026-10-31T01%3A42%3A08Z&sr=c&sp=r&sig=iPY8S7uOrKaSNfkTgUM0s4mcczPO5sPM%2BqpSCoC3c94%3D) ## Draw shapes Use the *Shapes* tab to add shapes such as rectangles, lines, arrows, and freehand shapes. Use the color palette to change the colors. ![Floor plan highlighting room dimensions and areas for discussion and annotation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-annotation-tools-in-documents-image-wk8spt20.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A08Z&se=2026-10-31T01%3A42%3A08Z&sr=c&sp=r&sig=iPY8S7uOrKaSNfkTgUM0s4mcczPO5sPM%2BqpSCoC3c94%3D) ## Take measurements In the *Measure* tab, you can: - Measure lengths, angles, and dimensions. - Set custom scales and precision by clicking Add New Scale to access the tool ![Blueprint interface showing measurement tools and scale options for architectural design.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-annotation-tools-in-documents-image-i74l2e96.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A08Z&se=2026-10-31T01%3A42%3A08Z&sr=c&sp=r&sig=iPY8S7uOrKaSNfkTgUM0s4mcczPO5sPM%2BqpSCoC3c94%3D) ## Create RFI tasks Use the **Tasks** tab to pin a Request for Information (RFI) to a specific location on the drawing. You can create a new RFI or link an existing one, then track it from the **RFI Tasks** panel. For more, see [Create RFI tasks in Document Annotations](/v1/docs/create-rfi-tasks-in-document-annotations). ![Blueprint showing room layout with highlighted areas for tasks and annotations.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/annotate-document-tasks.jpeg?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A08Z&se=2026-10-31T01%3A42%3A08Z&sr=c&sp=r&sig=iPY8S7uOrKaSNfkTgUM0s4mcczPO5sPM%2BqpSCoC3c94%3D) ## Manage file versions You can create multiple versions of a file without losing the original version. - Each saved version is automatically tagged with the date, time, and the office employee who saved it. - The most recent save becomes the Current Version. - Click **Version History** to switch between versions. ![User interface showing version history of a floor plan with timestamps and details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-annotation-tools-in-documents-image-km3nj4ms.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A08Z&se=2026-10-31T01%3A42%3A08Z&sr=c&sp=r&sig=iPY8S7uOrKaSNfkTgUM0s4mcczPO5sPM%2BqpSCoC3c94%3D) ## FAQ --- ### #### Can I mark up drawings that I upload to ServiceTitan? Yes, you can. Please check Use annotation tools in documents for more details.