Link Documents and Add Areas

Documents can be linked to the locations created in a project's location hierarchy.

Link a document and define an area associated to a location. New checklists and issues created that have a pushpin in the area automatically populate the location field.

Note: The automatic mapping only occurs on new checklists and issues. Checklists and issues linked to documents before areas are created don't populate the location automatically.

To link documents to locations:

Start by linking a floorplan document to a floor. The rooms or other sublocations can be mapped from that document.

Select the location area to define in your document(s).
Click Add in the Linked Documents section.
Select the relevant document(s). To link the document to the sub-locations, select Also link documents to sub-locations.
Click Add.

Note: Select the checkbox next to any document(s) and click Remove to remove it from the list.

Click the document name in the linked documents section. The document will open ready to define an area in the location selected.
Select the floor name in the Locations and drag the cursor to draw a rectangle around the floor area.
Select a sub location name. Define the area with either a rectangle or multiple sided polygon.
- Rectangle: Click and drag the cursor to draw a rectangle over the location area.
- Polygon: Right click inside a rectangle and click Insert Vertex. To remove any vertices, right click the relevant vertex and click Remove Vertex.

Note: You can delete the area by clicking the trash bin icon. To define the area again, click the name of the location in the Location Areas section.

Work through each location area in the document to ensure they have all been defined.
Click Done to go back to Locations. Click close to leave Locations and go back to the Project Admin homepage.

Note: Changes are saved automatically after each edit.

Modifying Locations

You can drag a vertex or an edge if it is not in the proper place. You can also add vertices to make the drawing of complex shapes easier.

Right click to add vertices.
Drag sliders to move sides.