Field Reports - Add Drawings

Add a drawing to a field report item so you can point to exactly the area you mean. There are two ways to add one, so pick the one that fits your project:

1. Option 1: Add a drawing from ProjectFiles, if your project's drawings are in ProjectFiles.
2. Option 2: Upload a PDF of the drawing. This works on every project.

Option 1: Add a Drawing from ProjectFiles

For projects that use ProjectFiles.

Step 1: Once you've created a report, expand an item by clicking on it, then click Add drawing.

Step 2: Under Find drawings, search by sheet number or title.

Step 3: Select the sheet, then click Add. The drawing opens so you can add pins.

Step 4: Click Add pin and place it on the drawing. Click Save to add the pinned drawing to your item.

Step 5 (optional): To also show a snapshot of the pin inside the item, click Create preview, frame the area around the pin, click Export as image, then click the blue Save button in the bottom right. The snapshot now shows in your item! 📸

Which Revision Is Pinned

The item shows the sheet number and when its revision was issued, for example A-201, Issued 05/24/2026 via ASI-004. "Via" is the drawing import or the issuing document the revision came from. Next to it, you'll see one of these:

• Latest: the item is pinned to the current revision of the sheet.
• Newer revision available: a later revision has been issued since you added the drawing. Your pins stay on the revision shown, so the report always shows what you looked at. To move to the newer revision, open the drawing, choose Replace and pick the sheet again.
• Archived: the pinned revision was archived in ProjectFiles. It still shows on this report. Hover over the info icon to see who archived it and when.

If the revision can't be read, the item says Failed to load revision details or Revision not found.

Where It Shows in Your Report

The sheet is added to the report's attachments with its sheet number and title, for example A-201 · Level 1 Reflected Ceiling Plan. It prints at the back of the report PDF with its pins. If you pick the same sheet on another item, it is only attached once.

Option 2: Upload a PDF Drawing

Works on every project.

Step 1: Once you've created a report, expand an item by clicking on it, then click Add drawing. On a ProjectFiles project, click Upload a file instead at the bottom of the picker.

Step 2: Upload your drawing, then click Save (or Add on a ProjectFiles project). The drawing opens so you can add pins.

Step 3: Click Add pin and place it on the drawing. Click Save to add the pinned drawing to your item.

Step 4 (optional): To also show a snapshot of the pin inside the item, click Create preview, frame the area around the pin, click Export as image, then click the blue Save button in the bottom right. The snapshot now shows in your item! 📸

Where It Shows in Your Report

The uploaded drawing is added to this report's attachments and prints at the back of the report PDF with its pins. It is attached to this report only and is not added to your project's drawings in ProjectFiles.

Tips for Both Options

Preview Mark-Ups & Captions

If you want to highlight a certain area of your pinned plan to add some extra detail, use our mark-up and caption tools! ✏️

Step 1: Click on the pinned plan that you want to mark up.

Step 2: Use the toolbar at the top to mark up the image. To change a markup's colour or line weight, select it and click the palette icon. To add a description, type it in Add Caption.

Step 3: Once you're finished, click the blue Save button in the bottom right of the pop-up.

Step 4: Your mark-ups show in the edit and layout views, and on the report PDF.

Final Report

As you add pins to items, the drawing is attached at the back of your report with all of its pins. Each pin is colour coded to reflect the item's status, and is labelled with the item number. For example, pin 1.1.2 is yellow since follow-up is required, while pin 1.2.1 is red because it's a deficiency.

Leave a Drawing Out of the PDF

Removing or replacing a drawing on an item does not remove it from the report's attachments. To keep a drawing from printing at the back of the report, delete it from the report's attachments: click ••• on the attachment, then Delete. This only removes the attachment from the report. The drawing itself is not deleted, and the item keeps its drawing, its pins and its previews, so the previews still print in the body of the report.

This works the same for ProjectFiles and uploaded drawings. If you pick the same ProjectFiles sheet again on any item, it is attached to the report again.