Viewers, markups, and investigation requests in Upchain

In this lesson, we’ll learn how to take advantage of tools and processes that make it easy to collaborate with other stakeholders.

PDF Viewer and markups 

The PDF Viewer enables you to view a variety of documents directly within a web browser. Let’s learn how to use the PDF Viewer to comment on a document and share those comments with others by using markups.

Key takeaways

1. Various document formats can be opened in the PDF Viewer.
2. The PDF Viewer enables you to add comments and annotations that can be saved as a markup.
3. Markups are a great way to communicate proposed changes to other team members.

3D Viewer 

The 3D Viewer enables you to view a CAD model within a web browser. Let’s explore the distinct ways we can leverage different view options and markup tools to collaborate on a design.

Key takeaways

1. The 3D Viewer enables team members to view CAD without the need for a CAD license.
2. There are various features to help view, measure, and manipulate the item.
3. The 3D Viewer enables you to create markups on items and add in comments.
4. From the 3D Viewer, you may initiate processes like IRs, CRs, QAs, and Project tasks.

Investigation requests

Let’s look at how to create and manage an Investigation Request (IR) to formally communicate changes in a design to another team member. We’ll explore the full lifecycle of an Investigation Request and see how different stakeholders interact with it.

Key takeaways

1. Investigation Requests are a way to communicate with project team members about changes, enhancements, or issues within the project.
2. There are multiple ways to create an Investigation Request through the web application.
3. IRs follow the assigned workflow and can be tracked through the Business Processes interface.
4. IRs can be either internal (design) or external (request for quote).