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.
Who uses this feature
Project managers, project coordinators, and project teams
Primarily for Residential Construction and Commercial Construction business types
Feature configuration
This feature is currently in Early Access and available for specific accounts. To update your account, please contact Technical Support 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
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.
There are two options to access the Annotation Manager tool.
Option 1: In the Documents, Forms, Media & Attachments section, click a file to open.
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: You can annotate existing files or upload new files.
Use the Annotation Manager tool
After opening a file, click Manage Annotations.
On the Annotations screen that opens, you can:
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
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
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.
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
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.
