Setting Up Workspace Preferences
- Jorge Raya-Navarro
While all reviewers have the same view of a document by default, you can set and save certain viewing preferences to your workspace profile so that any time you open a new document or document page it will reuse these preferences.
This Workspace Preferences section can be accessed by clicking on the Navigation Menu on the far left of the Header and then clicking on Workspace Preferences.
Feature | Description |
 Workspace Preferences Pop-up Window |
|---|---|---|
Use Current Map View | Turn ‘ON’ to save the current page position and page zoom as your preferred view. This setting automatically turns off after saving. | |
Bypass Document Foreground | Enables users to view document pages using black-and-white color for the foreground objects (this usually matches the original look of the file). Keeping this ‘ON' is strongly recommended. Turn this ‘OFF’ to enable the ‘Document Foreground’ selection below. | |
Order Page by Current Version | Turn ‘ON’ to override the default sorting and display of document pages and instead sort pages based on the page order of the most recent document submittal version. (Pages missing from the latest version will list beneath them.) After turning this ‘ON’ user will need to log out and log back in to see this changes take effect. | |
Pin-Open New Comment by Default | Turn ‘ON’ so that any new comments are created as ‘pinned open’ comments [add link] displaying text directly in the review window and on the printed plans. | |
Display Submittal Version Tags | Displays a submittal tag on each thumbnail for every version of the plan received. Teal tags reflect that the page is part of that submittal; gray tags mean the page was not part of that submittal. Turn ‘OFF’ to hide submittal version tags from all thumbnails. | |
Auto-enable Responses on New Comments | Turn ‘ON’ so that any new comments are created with ‘Response Enabled’ [add link] by default, allowing other users and/or ReviewSession [add link] guests to respond as needed. | |
Automatically Save Markups | Turn ‘ON’ to automatically save markups periodically rather than relying on manual saving. Set preferred frequency from drop-down options. Automatic saving may interrupt markups-in-progress. | |
Document Foreground Color | Once enabled (see above), click to select a new foreground layer color for plans. | |
Document Background Color | Click to select a new background layer color for plans. | |
Canvas Color | Click to select a new canvas layer color to display behind the plans. | |
Original Document Color | Used for overlay comparisons. Click to select a new color for base layer beneath the overlay. | |
Overlay Color | Used for overlay comparisons. Click to select a new color for the overlay layer. | |
RESET TO DEFAULT | Click to reset all choices to the system default. | |
CANCEL | Click to close window and cancel any changes. | |
SAVE | Click to close window and save any changes. |