ProjectWise Deliverables Management Portal Help

Review PDFs, Add Issues, Send Responses (ProjectWise Explorer)

  1. Open and acknowledge the submittal as usual.
  2. Select the My response tab of the submittal, select the PDF you want to review.
  3. (Optional) Send a request to any additional reviewers who you might also want to review, add issues, and send a response for the PDF. (see To Request Submittal Responses from Additional Reviewers (ProjectWise Explorer))
  4. To begin reviewing the PDF, right-click the PDF and select Review in PDF Markup.

    The PDF opens in the PDF Markup Service.

    If the submittal was sent to more than one recipient, or if additional reviewers were selected, all of the reviewers can review and add issues to the PDF at the same time in the PDF Markup Service. As soon as an issue or some markup or annotation is added to the PDF, the additions will become visible to all other reviewers who are currently reviewing the PDF. In the upper right corner, the Connected Users icon shows you which users are currently reviewing the PDF.

  5. Use the tools across the top of the dialog to add markup and annotations to the PDF as needed.
  6. To add an issue to the PDF, do one of the following:
    • Click the Create Issues button (it is selected by default when the PDF opens) and then click in the PDF where you want to add an issue.

      or

    • Right-click some existing markup (for example, draw a cloud, then right-click that cloud) and click Create Issue from the tool menu that appears.
  7. The Publish Issue dialog opens. Fill out the issue as needed and click Save.
  8. When you are finished adding markup and annotations and issues to the PDF, close the PDF Markup Service window, and go back to the submittal and send your response from there as usual (and also consolidate responses from additional reviewers, if any).
Tip: Submittal recipients who want to view the original PDFs (without any markup) in the PDF Markup Service can open the original PDFs from the Documents tab (right-click the PDF and select View in PDF Markup). Submittal recipients who want to see the markup that has been added to a PDF but who do not need to add any markup themselves can open the marked up PDFs as read-only from the Responses tab (right-click the PDF and select View markups in PDF Markup.