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Template markup tool
Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

The template markup tool is an easy to use interface that simplifies communicating the required changes when submitting a change request. With it you can highlight, comment, add lines and shapes as well as attach files. It is made available during a template change request after you have:

  • Selected the template you want changed.

  • Selected the types of changes you would like to make.

  • Agreed to the charges that will apply to having these changes made.


Shortcut keys

If there are buttons that you are using frequently while marking up the document, you can hover the mouse of a certain button to see the shortcut key for that button.

Note: Shortcut keys work best when there aren't any objects currently selected, otherwise these keys may do something else performing the shortcut key function you intend to use.


The top menu


The top menu is where you can access controls for viewing and navigating the document, as well as panning, selection and annotation tools. See the table below for an explanation of the top menu icons and their functions.


Toggles the visibility of the side panel, where you can see all pages of the document as thumbnails. When the side panel is visible there is a zoom slider allowing you to make the thumbnails bigger or smaller.


Options for viewing the document including:

  • Moving through pages continuously or page-by-page.

  • Rotating the document.

  • Single or double page layouts.


Controls for zooming in and out, with a number denoting the current scale of the document as a percentage.

Below 100 = zoomed out, Above 100 = zoomed in.


Switch between panning and selection. When panning is selected you can drag the document around when it is zoomed in. The selection tool can only select the annotations you have added and not any items inherent in the current document template you are annotating.


When this is selected it will clear any annotation tools underneath so you can see as much of the document as possible.


Selecting this will reveal annotation tools underneath for highlighting, text editing, notes and freehand writing.


Selecting this will provide options for inserting shapes, lines, arrows and freehand drawing.


Under this selection you can find options for inserting signatures, stamps, as well as insert images and attachments.


Opens a search sidebar where you can search for text in the document and see a list of all the results that you can be clicked on to go straight to that result.


Opens the comment sidebar where you can see a list of all comments and the annotation items they are attached to.


Click to get options to print as well as toggle full screen and dark modes.

Common tools

These are features that are present either on every menu or for every markup added to the document.

Undo, redo, erase


These tools are present under the Annotate, Shapes and Insert menus and allow you to step back and forward between the actions you performed while adding your markups as well as deleting any unwanted items you added.



Most of the tools have a presets section allowing you select different colours or additional options based on the tool you're using.

Context menu

Everything you add has a context menu which allows you to do the following:


Brings up the comment sidebar where you can add and see comments and responses.


Allows you to change various style options for the selected item such as colour, fill, transparency, etc.


Click on this to delete the currently selected item.


Add hyperlinks



The Annotate menu includes tools for highlighting, underlining and striking out text on the template you're marking up. There are also tools for placing text and notes. Each tool has a selection of colour presets.


From left to right:

  • Highlight

  • Underline

  • Strikeout

  • Squiggly (also an underline tool)

When you toggle any of these it will automatically apply the selected effect to any text from the original template document that you select with the mouse cursor.
โ€‹Note: These tools will also appear when you select text on the document.


This will place a speech bubble wherever you click on the document.


Click anywhere to start typing text directly on the document



The Shapes menu has options for inserting basic 4-sided and circular shapes, polygonal tools for drawing more complex shapes, as well as lines and arrows. The presets allow for the selection of different colours.


From left to right:

  • Freehand

  • Rectangle (click and drag to draw 4-sided shapes)

  • Ellipse (click and drag to draw circular shapes)


Polygon and Cloud tools allow you to draw polygonal shapes, with the main difference being the cloud tool creates squiggly instead of straight lines. When these are selected, click on multiple points, then complete the shape by clicking the initial position when you started drawing the shape.


Line, Polyline and Arrow. The polyline will keep connecting a new straight line to the previous one until you right-click to stop.



When selected you can click on Add New Signature in the preset window to get a popup window where you can write, type or upload a signature.


Provides a selection of rubber stamps to choose from the preset window.


When this is selected and you click anywhere on the document, the file browser on your device will open up to insert an image.


When this is selected and you click anywhere on the document, the file browser on your device will open up to attach a file.


Allows you to create a callout with a series of 3 clicks. The first click is placed around the section you want to point to, the second click will create the first line, and the third click will create the second line at a different angle and provide a text box at the end.

Search sidebar

Search terms entered into this field will search the document template itself and not the markup items you entered so far. When you hit Enter/Return or click the magnifying glass, all the results will appear in the sidebar and highlight the appropriate instance when clicked to help you find which area where you wish to add annotations.


Comment sidebar

Comments are enabled for every markup item that you add. You can click on the comment icon under any of the items to bring up the sidebar, or click the comment icon in the upper-right hand corner. In either case the sidebar will show the associated comment tiles for each item, labelled by your username.

Writing Comments

Click on it to write your comment and then click Post to save it. Responses from the team handling your request can respond to these comments so you can check the discussion by going to Control Panel > Document Templates > View the template (from the Change Requests section).

Editing and deleting comments

You can edit/delete comments by clicking the 3 dots in the upper right corner of the comment tile and then click either Edit or Delete.

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