ForemanFOREMAN

File markup

Mark up plan PDFs right in Foreman — draw shapes, lines, clouds, freehand, and text notes on any page in the plan editor.

You can draw and write directly on a plan PDF without leaving Foreman. Markup happens in the plan editor — the same place you do takeoffs — so your notes stay attached to the exact page they belong to.

Open a plan in the editor

  1. Open a project and go to its files (Files → Project Files → your project, or the project's Files tab).
  2. Click a PDF in the list. It opens in the plan editor.

Note

Markup is an internal tool. Clients and vendors open a file to view or download it rather than entering the editor.

Switch to Markup

Pick Markups in the dropdown next to the filename — it slides open the Markups panel on the right and swaps the toolbar to the markup tools.

Markup tools

The toolbar at the top of the editor gives you:

  • Select — pick, move, and edit existing markup.
  • Polygon — draw a closed shape.
  • Freehand — draw a free line by hand.
  • Text — drop a text note on the page.
  • Line — draw a straight line.
  • Cloud — draw a revision cloud to call out a change.

Set the Width next to the tools to control line thickness, and pick a color from the swatches.

Your markup saves itself

Every shape, line, and note is saved automatically as you draw — there's no save button. Reopen the file any time and your markup is exactly where you left it. Use the Select tool to move, recolor, rename, or delete annotations, and the Markups panel on the right to manage the full list.