Link Documents with Hyperlinks

Hyperlinks are created automatically when you upload RVT, DWG, DWF 2D sheets, and raster or vector PDFs with callouts to the Plans or Shop Drawings folders.

  1. Upload and open your design or PDF file.

  2. Click the blue highlighted area of the callout.

    A preview of the sheet containing callout detail is displayed.

  3. Click View.

  4. To go back to the previous sheet, click Return.

You can manually add hyperlinks to documents. After links are added, team members can follow links between documents for easy navigation between them. For 2D drawings in a Plans folder, you can add hyperlinks to drawings or other documents (such as specifications or photos) in any other Plans or Project Files folder.

  1. Open your design or PDF file.
  2. Click Add New Hyperlink.
  3. Click and drag to select where to add the link.
  4. In the dialog box, navigate to a folder and then select a document to link to.
  5. Click Open to save the hyperlink.
Note: Hyperlinks added on the side of a document are not included when downloading the document.

To delete a hyperlink from a document:

  1. Open the design or PDF file containing the hyperlink.
  2. Hover your cursor over the blue highlighted area, which indicates the hyperlink.
  3. In the displayed thumbnail, click Delete.