Private Markups – Knowledge Base

Overview

Fieldwire, as a collaboration-based platform, promotes transparency and consistency across teams. However, we recognize the need for users to be able to add their own private notes and markups on drawings. To balance both, we have introduced a markup color option (purple) that is specifically tied to privacy.

Note: The purple color designated for private markups is currently the only color available for this usage. Please contact our Support Team at support@fieldwire.com if you'd like to submit an upvote for the ability to change the private markup color.

Create a Private Markup
Edit a Private Markup
Filter for Markups by Color
Private Markups for Followers

Create a Private Markup

Markups drawn in purple remain private to the author. Other users on the project won’t be able to see them. The author will have access to their private markups from any device (web, iOS, Android).

To create a private Markup, simply select the private markup color from the 'Color Selector', and add a purple markup. All users on a project, independent of Project Permission level, can create their own private markups.

Notes about Project Permissions and Private Markups:

If a user was an admin or member on a project, and then demoted to a follower, can still edit public and private markup. They cannot, however, duplicate any public markups
Followers cannot change existing markups to any other color (even if there are ones they created while they were an admin or member).

Note: All content made by the markup tools (pen, text, highlighter, clouds, measurements, etc.) can be made private. Users cannot make private tasks or hyperlinks.

Color Palette on Web

Color Palette on Mobile (iOS)

Color Palette on Mobile for Followers (iOS)

Edit a Private Markup

You can change the privacy nature of a markup by updating its color. Only the markup creator will have the option to make a markup private.

Right-click on the markup (or long-press on mobile), and choose 'Details'. Then choose Purple to make the markup private, or a different color to make the markup public. Repeat this step for any other related markups.

Please Note: At this time, you are not able to bulk update markups to the color purple (private markups). If you would like to see this feature be developed, please cast your vote by emailing support@fieldwire.com.

The Markup Attributes Pop-Up on Web

Private Markup Aug 31 2023.gif

Note: Right-click on the markup and select 'Edit markup details' to access this menu.

The Markup Attributes Menu on Mobile (Android)

Note: Long-press on any markup, then select 'Details' to access this menu.

A Markup that was made Private on the Web

Filter for Markups by Color

You can choose to 'Filter' your markups to only display markups that were made private. This is the most effective way to reduce the amount of potential noise on the plan so that the private markups you have made are the only ones visible.

Private Markups for Followers

As a Project Follower, you can only make private markups on plan sheets. If you need to make a lot of similar or the same markups on several plan sheets, you can copy and paste markups from one plan sheet to another. (For more information about copying and pasting markups, see this article: Plan View and Markup Tools (Web)).

Notes about exporting Plans with Private Markups:

In a single-page export, markups appear based on the filter selection; private markups are, by default, selected in the filter.
In a batch export, markups also appear based on the filter selection; private markups are, by default, not selected in the filter.

Note: Plans exported to the “As-builts” folder via the 2-way sync exclude private markups. (For more information about 2-way syncs, please see this article: How does Dropbox / Box / OneDrive 2-way syncing work?)

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