Use the Newforma Viewer
Use the Newforma Viewer to mark up drawings and other files.
If you are looking for Help on the Newforma Model Viewer, which enables you to view and create model views, please click here.
Click the following links to go to information on the Newforma Viewer action you want to perform (or scroll down the page):
To create a new markup session
1. |
Open the Newforma Viewer using one of the following methods:
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2. |
Do one of the following in the Newforma Viewer:
1 You can create as many markups as you want for each drawing. Just click Save Current View as Markup from the Markup Tools panel for each new markup you want to save. Each version is added to the Drawing Explorer dialog box. 1 Click Delete Selected Views in the Drawing Explorer dialog box to delete the selected markups. |
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Continue with the next section. |
To create markups within a markup session
Markup sessions are made up of individual markups . You can create a series of markups during a markup session. You can preview and browse them in the Markups panel, which you can also use to add comments or to quickly view each markup. Markups are also accessible from the Views tab of the Drawing Explorer dialog box.
1. |
From the Viewer Tasks panel, click Markup Drawing to open the Markup Tools panel and choose the shape tool you want to use: 1 Remember, you are not editing the actual source file. Project Center uses the file as the background for the markup. No changes are made to the actual drawing. |
2. |
When adding lines, freehand shapes, rectangles, or ovals to the drawing, choose the pen type to use from the Markup Tools panel: You can choose from six pen styles. To customize the appearance of the pens, double-click the pen you want to modify to open the Tool Style dialog box. You can choose from many options to create different markers (solid lines) or highlighters (transparent lines). 1 You can also customize six text styles by double-clicking the pens to access the text tools in the Tool Style dialog box. |
3. |
Place the cursor on the spot where you want to insert the drawing object (or text) and click and drag to draw the object, or type the text. |
4. |
When finished, click Save Current View as Markup to add the markup to the Markups panel to save it. 1 Click the button if you want to remove markups from the from the Markups panel. |
5. |
You can continue creating as many new markups for the currently open drawing file as you require. Click Save Current View as Markup for each markup you create. |
To insert a screen image from the clipboard
You can capture an image of the screen and paste it onto a markup session.
1. |
Right-click on the Newforma Project Center Tray Tool icon , then select Snapshot to run the Newforma Snapshot Tool.
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2. |
Press and hold the Alt key while clicking and dragging to capture the section of the screen you want insert on the markup. Release the mouse button, then the Alt key. The screen capture is saved to the clipboard. |
3. |
From the Markup Tools panel, click the image icon and select Insert from Clipboard, as shown here: |
4. |
From the Insert Image panel, mark the Apply Annotation Scale checkbox if you want the inserted image to have the same scale applied to it that text created with the text tool does. This means that screen shots containing text at specific font sizes will be scaled to match the same font size of text inserted using the text tool. |
5. |
Position the image in the location you want and click the mouse button to place it. |
To save markups
1. |
You can save the current markup exactly as it appears (including zoom and pan positions and any markups) by doing any of the following:
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Whichever method you use saves the markup and adds it to the Markups panel. If you save it from the Edit Text dialog box, the name of the markup is the same as the text that was added. If not, the current markup is scanned for any markup text to use as the default name. If none is found, it assigns a default name, such as Markup 1.
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To save a markup session
After you finish your markup session, you must save it to a project to allow all Project Center users to review and comment on your markups . Perform the following steps to save a markup session:
1. |
From the Newforma Viewer Toolbar, click the button to open the Save Markup Session As dialog box. The project the session is being saved to is automatically entered. |
2. |
The name of the file is entered in the Name field. You can edit it. |
3. |
Click Members to open the Choose a Project Team Member dialog box to select project team members to include in the markup session. |
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Enter any keywords , if applicable. |
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Enter any comments about the markup session in the Remarks tab. |
6. |
If you are marking up a drawing related to a document set, action item, contract management item, or other project item, click the Related Items tab, then click Relate to > Another Project Item to open the Select Project Item dialog box, and then select the Project Center item to relate the source drawing to. This is important if you are using document sets for a red line set review, for example. |
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Click OK to create and save the markup session to the project. After you save the markup session, Project Center users can interact with each markup in the session without the need to open the markup session in the Newforma Viewer. Using the Project Markup Sessions activity center or the Related Markup Sessions activity center, project team members can browse thumbnails of each markup, see a list of related items, and add comments to the markups. |
To navigate a drawing using the Toolbar
1. |
Use the five buttons on the right side of the Toolbar to pan and zoom in and out of the drawing, or click Pan and Zoom from the Viewer Tasks panel. Click each icon for more information.
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Once you have the drawing positioned and sized correctly, you can mark it up and save it as a markup, as explained above in To create markups within a markup session. |
To count and measure drawing objects
1. |
Click the button from the Newforma Viewer's Toolbar, or Count and Measure from the Viewer Tasks panel. |
2.
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To measure lengthsClick Measure Length to measure lengths within the drawing. Next, click to measure a straight line; press and release Ctrl to measure arcs; click to measure a multiple point line; click to select and measure existing objects in the drawing. Click and drag the lengths you want to measure within the drawing. The measurements are shown in the Results panel. You can click the items in the Results panel to highlight them in the drawing.
To measure areasClick Measure Area to measure areas within the drawing. Next, click to measure a rectangular area; click to define the area by clicking points in the drawing; click to select and measure existing areas in the drawing. Click and drag over the areas you want to measure within the drawing. The measurements are shown in the Results panel. You can click the items in the Results panel to highlight them in the drawing.
1 Click the button (located at the bottom right of the Newforma Viewer) to snap to drawing objects when measuring. 1 Linear and area measurements are inaccurate when measuring 3-D views of drawings. To count objectsClick Count to count objects in the drawing. Next, click to count objects manually (one at a time), or click to count multiple objects of a similar type automatically. Automatic counting only works with .DWG files.
1 The Newforma Viewer does not save counts. They are cleared when you click Back. |
To find text in the markup drawing
1. |
Enter text you want to search for in the Find field (located in the Toolbar at the top of the Newforma Viewer), then click Find. The results appear in the Drawing Explorer dialog box. Click an item in the Text column to zoom in on it. Click the button to zoom back out. 1 The Find feature finds text created in the actual drawing, as well as any text added using the Markup Tools panel. 1 Find applies only to the current drawing. Use Project Center's Search feature if you want to search for text across an entire project or multiple projects. 1 The Find
feature does partial string matching on each individual term in
the Find string, not whole word matching like the Search
feature. |
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Close the Drawing Explorer dialog box when finished. |
To compare two drawing revisions and add a legend
This feature enables you to compare the baseline source drawing to a drawing revision . The current drawing is used as the baseline. You can also add a color legend using this feature.
1 When you compare drawings, any markups that were added are included with the source file in the comparison.
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From the Viewer Tasks panel, click Compare to open the Select Revised Drawing dialog box. |
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Locate and select the drawing you want to compare to the baseline (currently open) drawing, then click Open. |
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The drawings are shown overlaid on each other. Use the following tools to compare the drawings. The Compare Tasks panel contains the following comparison tools you can use: Change ToleranceOptional: To ignore changes below a certain value, enter the value in the Change Tolerance field. Changes smaller than the tolerance value will be ignored. Animate Differences Between Baseline and Revised DrawingUse the Baseline-Revised slider to show the change between the baseline and revised files graphically. When the slider is in the middle, the drawings are overlaid on each other. Move the slider to the left to show the baseline drawing. Move the slider to the right to show the revised drawing. Digital Light TableClick to compare the drawings using the Digital Light Table. The Digital Light Table opens with the two drawings overlaid on each other. It provides a pixel-level comparison where:
Modify ComparisonClick to open the Modify Comparison panel to access the following tasks:
HomeClick when finished comparing to return to the Viewer Tasks panel. 1 On rare occasions, two .DWG files may not automatically align correctly. This could happen if an AutoCAD DVIEW or TWIST command was applied to a drawing. If this happens, use the Align Drawings task to align them. The Compare Legend panel displays the color code representing what objects were changed, not changed, added, and removed, as well as original and revised object locations. 1 The Compare Legend panel appears only when comparing .DWG and .DXF files. AddedBlue objects in the revised file are objects that were added to the revision since the baseline. RemovedRed objects in the baseline file are objects that were removed in the revised version. Not ChangedGray objects were not changed in the revised file from the baseline. Original LocationMagenta indicates the original location of objects in the baseline file that were moved in the revised file. Revised LocationGreen indicates the new location of objects in the revised file that were moved since the baseline. Insert a Color LegendClick to open the Insert Legend panel to select a location in the drawing to add the color legend described above. Adding a legend can make it easier for other users to understand what each color represents. Change Legend TextClick to open the Properties dialog box to add a title and set the font for the legend. |
To compare three or more drawings at the same time
This feature enables you to compare three or more drawings to each other. You can also add a color legend using this feature.
1. |
In Project Center, locate the drawings you want to compare and select them using the Shift or Ctrl keys. |
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Click Compare with Newforma Viewer from the Tasks panel to open them in the Newforma Viewer. |
3. |
The baseline drawing is shown. Use the following tools to compare the drawings. The Compare Revision History panel displays the comparison tools you can use. Use Slider to Animate Between Adjacent Versions of FilesUse the slider to show the change between the baseline and revised files graphically. When the slider is directly over a drawing icon, only that drawing is shown, and it becomes the baseline. The drawing to the right becomes the revision. When the slider is between two drawing icons, the drawings are overlaid on each other. Move the slider to the left to show the baseline drawing. Move the slider to the right to show the revised drawing. Digital Light TableClick to compare the drawing using the Digital Light Table. The Digital Light Table opens with the drawings overlaid on each other. It provides a pixel-level comparison where:
HomeClick when finished comparing to return to the Viewer Tasks panel. The Color Legend panel displays the color code representing what objects were changed, not changed, added, and removed, as well as original and revised object locations. Added in RevisionBlue objects in the revised file are objects that were added since the baseline. Removed in RevisionRed objects in the baseline file are objects that were removed in the revised version. Not ChangedGray objects were not changed in the revised file from the baseline. Original LocationMagenta indicates the original location of objects in the baseline file that were moved in the revised file. Revised LocationGreen indicates the new location of objects in the revised file that were moved since the baseline. Insert a Color LegendClick to open the Insert Legend panel to select a location in the drawing to add the color legend described above. Adding a legend can make it easier for other users to understand what each color represents. Change Legend TextClick to open the Properties dialog box to add a title and set the font for the legend. |
To align and scale two source drawings to compare them
This feature enables you to align two source drawings to compare them to each other more easily, and to scale two drawings to the same scale.
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From the Viewer Tasks panel, click Compare to open the Select Revised Drawing dialog box. |
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Locate and select the revised drawing you want to compare to the baseline (currently open) drawing. Click Open. |
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The drawings are shown overlaid on each other. Click Modify Comparison from the Compare Tasks panel to open the Modify Comparison panel. |
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Click Align Drawings to access the Align Drawings panel. |
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To align the drawings, pan and zoom the drawings as desired, then click Move Drawing. |
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Click and drag from a point on the revised drawing (darkened) to the point on the baseline drawing (dimmed) that you want to align to. The revised drawing will align to the selected point on the baseline drawing. |
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To scale the drawings to each other, pan and zoom the drawings as desired, then click Scale Drawing from the Align Drawings panel. |
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Click and drag to specify a known distance on the revised drawing. |
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Click and drag to specify the same distance on the baseline drawing. You will be prompted to align the two drawings to the ends point of the scale. Click Yes if you want to automatically align the drawings. The revised drawing will resize to fit the scale selected for the baseline drawing. If you chose to align the drawings, they will align to the scale endpoints. |
To print the drawing and set the printing scale
1. |
From the Newforma Viewer Toolbar, click the button. |
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Configure the Print Options panel, including the page range, orientation, and which printer to use. |
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Do one of the following:
The Scale drop-down list provides a number of common drawing scales in architectural or decimal units. Choosing a standard scale from the panel resizes the printing box to reflect the selected scale. You can then select the center grip to move the printing box over the exact region you want to print. You can also select and stretch one of the corner grips to resize the printing box. The Scale value in the Select Region or Scale panel updates accordingly. 1 If the drawing has multiple viewports of differing scales, then the printing scale will be disabled. Also, if the drawing unit of the drawing is not inches (as set in the Source File Settings panel), the Architectural Units checkbox will be disabled.
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Click Print to print the page. Click Home when done. |
To email the current markup
1. |
You can email the current markup exactly as it appears (including zoom and pan positions) by clicking Email Current View from the Viewer Tasks panel or from the Markup Tools panel. |
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A new Microsoft Outlook email message opens containing the markup, which is saved in a .PNG file attachment. The email message also contains a link to the original drawing. Edit the email and click Send. 1 For better quality when emailing a drawing containing markup text, create and send it as a PDF. |
Save or send the drawing as a .PDF file
Sending your markup session as a .PDF files is useful when you know the recipient does not have Project Center. After marking up a drawing, you can quickly create and send a .PDF of the markup session to another external user as follows:
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From the Viewer Tasks panel, click Create or Send PDF or click the button. |
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Configure the PDF Options panel, shown here, as necessary, including the page range, paper size, and the page orientation. You can also send a mark up of the whole sheet or page or configure a smaller, custom markup . |
3. |
Do one of the following:
The Scale drop-down list provides a number of common drawing scales in architectural or decimal units. Choosing a standard scale from the panel resizes the printing box to reflect the selected scale. You can then select the center grip to move the printing box over the exact region you want to save. You can also select and stretch one of the corner grips to resize the printing box. The Scale value in the Select Region or Scale panel updates accordingly. 1 If the drawing has multiple viewports of differing scales, the printing scale will be disabled. Also, if the drawing unit of the drawing is not inches (as set in the Source File Settings panel), the Architectural Units checkbox will be disabled.
1 To save an AutoCAD drawing with multiple tabs to a .PDF file, choose the page range you want to publish. Each tab becomes a page in the .PDF. |
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Mark the Rasterize Output checkbox to create a raster-based .PDF file instead of a vector-based .PDF file. It's similar to taking a screen capture and saving it as a .PDF. This option is available for printers that don’t support transparency. 1 If the Rasterize Output option is checked when publishing to a .PDF file, a raster-based .PDF will be created where the DPI will be set to the value set in the registry. To prevent excessively large raster images from being created (when a large paper size, such as 36” x 48” is selected), the size of the raster image is limited to 4 million pixels (2000 x 2000). This maximum value is set in the registry. |
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Mark the Ignore Lineweight checkbox to ignore the drawing line weights and render them the smallest size possible to prevent overlapping in .PDFs. This is the recommended method. For example, in the Newforma Viewer, a line weight of two pixels appears as two pixels on the screen for AutoCAD and Microstation files, no matter how much you zoom in or out. As you zoom in or out, the line appears the same width. PDFs don’t follow that rule. As you zoom into a .PDF, the line becomes thicker. This becomes a problem when you try to publish a large, detailed AutoCAD drawing to a .PDF. In a .PDF, the lines become thicker and overlap each other as you zoom in. For example, if you have a line weight of 10, and two vertical lines at x = 0 and x = 5, the lines will overlap in a .PDF. Use this feature to prevent that from happening. |
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If the markup session contains hyperlinks, mark the Embed File Links checkbox to embed the actual file into the .PDF file. Marking this checkbox takes any hyperlinks to Project Center items (such as submittals) and embeds the items in the .PDF as HTML files. Other files that are linked to are also embedded into the .PDF file. Recipients can then click on the links in the .PDF to open a copy of the linked file embedded inside the .PDF. Note that embedding files can potentially make the .PDF file much larger, depending on the sizes of the files embedded. If this checkbox is not marked, standard hyperlinks to files are inserted in the .PDF file. Hyperlinks to Project Center items open the item in Project Center when users double-click the links. |
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Mark the Password Protect checkbox to open the Set PDF Password dialog box to protect the .PDF file from unauthorized access. (The dialog box opens when you click Create PDF.) |
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Mark the Flatten Markups checkbox to" flatten" the markups, which means they are not placed on a separate annotation layer in the resulting .PDF. If the checkbox is cleared, the markups are written to a separate annotation layer, which enables Project Center to add some data to the markup, including who created it and when. |
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Mark the Add Link to PDF checkbox to place a link in the markup session that will directly open the new .PDF file when users double-click the link. The link will be labeled Link to File: filename.pdf. 1 The link will not appear in the .PDF file. |
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Do one of the following:
Click Home when finished. |
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1 If the markup session contains any saved markups, the markups associated with each markup session are created in the .PDF as bookmarks. If you send a .PDF of a markup session containing many individual markups, the recipients can easily navigate to the each markup using the bookmarks. You might want to alert recipients to use the bookmarks to access all of your markups. 1 When creating a .PDF file, markups are saved to the annotation layer of the .PDF file. This enables users to select them to track who created them and when. |
To manage drawing visibility (hide items)
This feature enables you to select objects individually, by layer, or by type, and make them invisible.
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From the Viewer Tasks panel, click Manage Drawing Visibility. |
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From the Drawing Visibility panel, choose whether you want to select objects By Layer, By Object Type, or Individually. |
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Move the cursor over an object that you want to make invisible. 1 If you are selecting objects By Layer or By Object Type, all objects that match the chosen object are highlighted and selected automatically. |
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Click an object to make it invisible. All highlighted matching objects also become invisible. Invisible objects turn gray while you are using the Drawing Visibility panel. Click any gray objects again to return them to normal visibility. |
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Optional: Under To Aid in Selection, Hidden Objects Are, choose Not Displayed if you want to make the selected objects completely invisible instead of gray. |
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Click Accept Changes to apply the visibility settings and return to the Viewer Tasks panel. All gray objects will be made invisible and will remain that way until you click Reset Drawing Visibility, which resets the drawing to its original state. |
To customize colors and other viewer settings
This feature enables you to set the background color, object colors, animation speed, pattern fill transparency, snap, and pattern placement of the markup.
1. |
From the Viewer Tasks panel, click Options to open the Options dialog box. |
2. |
To change the background color of the drawing, click the Viewer Background Color box and choose a new color. |
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To change the color of all objects in the drawing to the same color, mark the Monochrome Background Geometry checkbox, then click the color box and choose a color from the palette. 1 This feature does not change the color of the markups added to the drawing. 1 This option may not have an effect if the background drawing is already drawn with a black and white plot style. |
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To set the Background Lineweight Scale, move the slider to the left to make drawing lines thinner, or to the right to make them thicker. |
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Mark the Enable Warning Message Window to allow warning messages to appear when a problem occurs. |
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Use the Snapshot Format field to select the file format in which to save and send screen captures when you click the button from the Toolbar. |
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Mark the Consistent Markup Text and Line Weight checkbox to scale the text and line weight for markups. See To scale markup line weight below. |
8. |
Mark the Display Open Markup Sessions checkbox to open the Drawing Explorer dialog box to the Markup Sessions tab when a new file is opened in the Viewer. The Markups tab shows all markups that have been created for the file. |
9. |
Clear the Use Ctrl or Shift to Add to Selection checkbox to add subsequently selected markup objects to the selection set when you use the tool from the Markup Tools panel. As you click on markup objects, the previously selected objects will remain selected, which is the same as using the Shift key while selecting multiple objects.
Conversely, if you mark this checkbox, only one object will remain selected at a time. If you select object A, then select object B, object A will be de-selected. To select multiple objects in this case, press the Shift key while selecting objects. |
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Mark the Snap to Background Geometry checkbox to snap to objects in the drawing when adding markups and using the measurement tools. |
11. |
To change the Zoom Speed, move the slider to the left to slow it down, or to the right to speed it up. This affects features such as the zoom speed. |
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Click OK when finished to apply the changes. |
To manage the source drawing
This feature enables you to select a different source drawing, set the drawing unit , choose an AutoCAD layout, or set the drawing scale.
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From the File menu, click Source File Settings to open the Source File Settings dialog box. |
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The current source drawing is listed in the Current Source File field. Click the icon to open the Change Source File dialog box to select a different source drawing. |
3. |
Choose the drawing unit to use with the drawing from the Drawing Unit drop-down list. |
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Optional: For .DWG and .DXF drawings, click the drop-down list at the bottom of the Newforma Viewer to select a different AutoCAD layout tab. 1 For raster images, .PDF files, and .DWF files, use the Set Drawing Scale dialog box to set the scale for the image to generate accurate linear and area measurements. Refer to the next section. |
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Click OK when finished. |
To set the drawing scale
Use this feature to set the scale for raster files, .PDF files, and .DWF files.
1. |
From the Viewer Tasks panel, click Count and Measure, then click Measure Length or Measure Area. |
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Click Yes when the message appears to specify the scale. |
3. |
Pick two points on the drawing for which you know the actual distance and click and drag a line between them. The Set Drawing Scale dialog box opens. |
4. |
Enter the distance in the Actual Distance field, then click OK. Lengths for this drawing are now based on the value you entered here. |
To insert a color legend and set the visibility of drawing changes
This feature enables you to insert a legend in the drawing.
1. |
From the Viewer Tasks panel, click Compare. |
2. |
Locate and select the revised drawing you want to compare to the baseline (currently open) drawing. Click Open. |
3. |
From the Compare Legend panel, click Insert a Color Legend to add a legend and set the legend properties. |
4. |
Click at the position you want to insert the legend. After the legend is inserted, you can click on it to resize it. |
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Optional: click Change Legend Text to open the Properties dialog box to add a title and set the font for the legend. |
To view markup sessions for a drawing
This feature enables you to locate and view all saved markup sessions for the current drawing.
1. |
From the Viewer Tasks panel, click Show Drawing Explorer to open the Drawing Explorer dialog box. |
2. |
Click the Markup Sessions tab, which lists all markup sessions that have been created for this drawing. |
3. |
Mark the checkboxes of the markups you want to view. They will be inserted on the drawing. |
To scale markup text and line weight consistently
This feature enables you to scale markup text and line weights either consistently for all markups of a drawing, or differently for each markup of the drawing.
1. |
From the Viewer Tasks panel, click Options, to open the Options dialog box. |
2. |
In the Markup section, mark the Consistent Markup Text and Line Weight checkbox to draw the next markup object that you add to the drawing to the scale of the current markup. All subsequent markup objects are then drawn to the scale of that first object added after this checkbox is marked, regardless of the zoom factor of the current markup. 1 Marking this checkbox does not affect any previous markup objects.
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3. |
Click OK when finished. |
To set the annotation scale for markups
This feature enables you to re-scale existing markups and set the scale for all subsequent markups. This is useful if existing markups that you want to either send, publish to a PDF file, or print are too big or too small. It is also useful if you have created inconsistently scaled markups and want to reset them all in the same scale, or if you use a 120 DPI monitor.
1. |
From the Viewer Tasks panel, click Markup Drawing. |
2. |
In the Markup Tools panel, click Set Annotation Scale to access the Set Annotation Scale panel. |
3. |
There are four ways to reset the annotation scale: click and drag; select an existing markup object; scale to current view; or scale objects individually. Each option is explained below. The first three are accessed from the Set Annotation Scale panel. Click and drag (as explained in the instructional text)The first way is to click and drag anywhere in the drawing. Clicking and dragging dynamically previews the text font and height. As you drag the cursor, the text height changes. After selecting the second point, you are asked if you want to update all markup objects.
Click this task to re-scale all markup objects in the drawing to a markup object you select. When you select the object, you are prompted update all markup objects.
Click this task to re-scale all markup objects to the current markup. If the objects were created in different markups, use this option to scale them all to a specific markup before publishing or sending the markup. When you select this option, you are prompted to update all markup objects.
Scale individual markup objectsThe fourth way to set the annotation scale is to set it for individual markup objects. From the Markup Tools panel, click the tool, select the markup objects that you want to re-scale, then click the Set Annotation Scale task. Click and drag anywhere in the drawing, or use one of the two tasks above to set the annotation scale for the selected markup objects. |
To rotate raster images
You can rotate raster image files (.BMP, .JPEG, .GIF, .TIFF, .PNG, and .PDF files) in 90 degree increments. Click View, Rotate Current Background Page or View, Rotate All Background Pages, then select the increment. Any markups that have already been added are not rotated.
To remove a stamp from the stamp drop-down list
To remove a stamp from the list, click the button in the Markup Tools panel, place the cursor over the name of the stamp, then press Delete, as shown here:
To copy and paste text from PDF files
When a PDF file is open, click Edit > Select PDF Text (or click the button), select the text, and then click Copy Text to Clipboard. You can then paste the text wherever it needs to go.
To use keyboard shortcuts
Keyboard shortcuts are available for some functions. Simply click the menu items at the top of the window. If a keyboard shortcut is available, it is listed next to the command. For example, you can click Edit, Undo, or use the keyboard shortcut Ctrl-Z.