How to Review, Mark Up, and Approve Drawings in Drawboard Projects

How to Review, Mark Up, and Approve Drawings in Drawboard Projects

How to Review, Mark Up, and Approve Drawings in Drawboard Projects

How to Review, Mark Up, and Approve Drawings in Drawboard Projects

How to Review, Mark Up, and Approve Drawings in Drawboard Projects

How to Review, Mark Up, and Approve Drawings in Drawboard Projects

How to Review, Mark Up, and Approve Drawings in Drawboard Projects

Learn more about how to use Drawboard Projects though our on our Windows 10 and iOS apps. Just follow a few simple steps to get started.
Drawboard

Ready to work smarter, not harder?

Drawboard Projects helps teams review, mark up, and approve drawings more efficiently. Instead of juggling emails and conflicting file versions or handing over paper documents, you can collaborate in real time on one shared workspace. You’ll save time, money, and stress—and your clients will thank you.

This guide will walk you through the essential tools and workflows you need to annotate effectively and keep your markup workflows organized, clear, and fast.

1. Your Drawing is a Live Workspace

Drawboard Projects turns any drawing or document into a shared, real-time workspace. When you open a file, you’re not just looking at a static PDF — you’re stepping into a collaborative environment where every comment, annotation, or markup is immediately visible to the whole team.

There are no conflicting versions floating around, no wondering if someone saw your feedback, and no tedious email chains trying to align reviewers. Hover over any annotation to see exactly who made it and when, and watch live updates unfold in real time as your team works. It’s like being in the same room, even when you're miles apart.

2. Mark Up with Clarity

Providing clear feedback is the foundation of every effective review process. Drawboard Projects makes this effortless with intuitive markup tools designed to feel natural and powerful—no matter where or how you use it.

Choose the Right Tools for the Job

Whether you're sketching ideas, highlighting details, or flagging problems, Drawboard equips you with an adaptable suite of tools to match how you work—starting with the Favorites Bar.

Think of the Favorites Bar as your personal toolkit. Customize it with the pens, shapes, and colors you reach for most often so they’re always within easy reach. That way, you can spend more time marking and less time looking.

The Markup Toolbar holds the rest of the tools you don’t have in your Favorites Bar. It gives you easy access to everything from text and shapes to arrows and callouts, without sifting through multiple menus to find what you want.

Have a stylus for your touchscreen markup device? Our pressure-sensitive stylus support gives you tactile feedback and fine-grain control, simulating the feel of pen on paper and making technical annotations easier to add.

With these markup tools, you can communicate better with your team, not just make notes.

Save Time with Markup Libraries

Chances are a lot of your workflows will involve the same tools, workflows, and annotations. Instead of manually writing or creating them every time, Drawboard lets you save them to an easily accessible Markup Library.

You can even choose who can access them with two distinct libraries:

  • Personal Markup Library: Store your frequently used notes, stamps, and symbols for easy access during every review.
  • Project-wide Library: Share standardized markups across your team so everyone’s working with the same language and visuals.

By saving and reusing consistent visuals and language, you reduce review time and avoid repetitive work. And because libraries sync across devices, your desktop-created stamp is ready to go on your tablet when you're out on-site.

3. Stay Organized with Layers and Filters

As reviews become more complex, you need a clear system for organizing feedback across your entire team. That’s where layers and filters come in. Together, they give you full control over what information you see and when.

Use Layers to Separate Feedback

Layers function like transparent overlays. They let you separate different types of input or feedback streams to reduce clutter and focus only on what you need.

To get started with layers, simply click the layers button in the toolbar. From there, you'll see all the available layers in the document.

Drawboard Projects offers several types of layers to help organize your work:

  • Public Layers: Open to everyone on the project and ideal for general feedback.
  • Private Layers: Limited to specific people or roles, perfect for team-specific collaboration.
  • Personal Layers: Only visible to you. Great for working through thoughts or rough markup before sharing.

These layers give you the flexibility to structure your review the way that works best for your team. For example, many teams use an "Approved" layer that lets project managers quickly identify which markups have been finalized and need to be implemented in the next revision.

Filter to Focus

Sometimes a document gets busy. Between overlapping feedback, cross-team collaboration, and tight deadlines, it can be hard to know what to focus on. That’s where filtering comes in. It lets you quickly declutter your view so you can concentrate on just the input that matters right now.

  • View only your own annotations: Cut out everyone else's feedback and get a clean view of your own notes, especially helpful during early-stage reviews.
  • Isolate individual input with the contributor filter: Focus on feedback from a particular person or role when you need to resolve specific concerns.
  • Turn on Color Mode: Visually distinguish contributors with automatic color coding so you can understand who said what at a glance.

These filters help streamline reviews and support more confident decision-making by giving you control over the noise.

4. Compare Revisions Without the Chaos

When drawings change quickly and often, it can be easy to miss updates or overlook feedback. Drawboard Projects helps you manage revisions intuitively, so you can always stay in sync with the latest.

Switch Between Revisions Instantly

Every time a new version is uploaded to Drawboard Projects, it's added to your version history. Instead of opening multiple files or digging through folders, you can:

  • Jump between versions in a few clicks: Quickly switch from one revision to another using the revision selector built into the viewer.
  • Track updates across time: Compare what was there, what changed, and what remained untouched so you can assess progress and accuracy.

No more guessing which file is the latest or digging through email chains to find updates. Version control is built in, so your reviews stay fast and focused.

See Changes Clearly with Overlay

For times when you need a side-by-side comparison, the overlay feature takes it further by letting you superimpose one version over another. It’s particularly helpful for checking contractor submissions against design intent or ensuring approved changes make their way into the latest version.

After you click the overlay button next to the revision history, you can:

  • Spot changes instantly by visually comparing two versions.
  • Confirm that feedback was implemented correctly.
  • Validate contractor submissions against original design intent.

It’s a powerful way to save time and improve accuracy across iterative reviews.

5. Track and Resolve Issues Like a Pro

For complex projects, quick comments and simple markup aren't always enough. When something needs to be tracked, assigned, or escalated, the Issues tool steps in to provide the structure your review process needs.

Create Actionable Issues

Drawboard Projects enhances the review process with a dedicated issue tracking system that connects directly to your drawings, turning markups into tasks with the Issues tool.

With Issues, you can :

  • Assign Responsibility: Make it clear who needs to take action so nothing falls through the cracks.
  • Set Priority: Mark the urgency of each issue to help the team triage and resolve in the right order.
  • Add Context: Include titles and descriptions, so your teammates understand the problem and what’s expected next.

Everything stays connected to the drawing, meaning all the information needed to act is in one place.

Stay on Top of Resolutions

After an issue is created, Drawboard helps you keep track of what’s open, what’s been addressed, and what needs follow-up. That way, you can track them through to resolution.

Take a structured approach to reviews and prevent miscommunication by:

  • Filtering the issue list by status, priority, or assigned user.
  • Exporting reports for coordination meetings or formal documentation.
  • Closing issues with a click when resolved, keeping your review environment clean and current.

By combining seamless markup tools with a formal issue tracking system, you can balance fast feedback with thorough review and accountability, ensuring nothing slips through the cracks. 

6. Complete Reviews and Signal Approval

Finishing a document review properly is just as important as the markup process itself. Clear review status and formal approval indicators help teams move forward confidently without second-guessing whether feedback was addressed.

Mark Review Status

Use Drawboard’s status system to clearly show which drawings have been reviewed:

  • Set drawings to "Reviewed" once you’ve finished, signaling to the team that your feedback is final.
  • Make status updates visible to everyone, keeping the entire team aligned on what’s ready for the next step.

No more confusion about whether a document is done or still in progress.

Add Formal Approval Markups

For more formal sign-offs or documentation:

  • Apply stamps from your Markup Library, including personalized or project-wide options.
  • Use custom annotations like signature blocks or company-branded seals.
  • Approve drawings from any device, whether you’re in the office or reviewing from the field.

Approvals stay connected to your documents, creating a clear audit trail and eliminating ambiguity.

7. Collaborate and Communicate with Context

Effective markup is more than tools. It's about teamwork. With Drawboard Projects, you can communicate directly within your drawings so everyone stays on the same page—literally.

Add Comments Where It Counts

Instead of chasing context in emails or external chats, bring your feedback directly to the file:

  • Drop comments exactly where they apply so there's no confusion about what you're referring to.
  • Use @mentions to tag specific teammates and bring them into the conversation.
  • Trigger real-time notifications that link back to your comment, helping reduce lag and avoid miscommunication.

No more digging through emails to track feedback. Everything lives on the drawing.

Reassign Tasks with Clarity

Sometimes feedback needs to change hands. With reassignment tools, it’s simple to:

  • Transfer drawing ownership or assign unresolved issues to the right teammate.
  • Track progress with clear accountability, ensuring nothing gets dropped as reviews evolve.

It’s the fastest way to keep momentum up without confusion or delay.

Wrapping Up: Find Your Ideal Flow with Drawboard Projects

Drawboard Projects is a robust tool that’s built to scale with your workflow. And while it’s easy to use, it can be intimidating to jump into a new PDF markup tool and trust it with your valuable documents and pages. 

The best way to start is to simply use the app. You don’t need to learn everything at once—start simple by exploring the markup tools, adding a few layers, or applying revision overlay. The more you use the platform, the more powerful and seamless it becomes.

Feedback loops shrink. Review cycles move faster. Everyone stays aligned and nothing gets missed.

Soon, you’ll wonder how you ever worked without it.

With everything in one place — and in real time — Drawboard Projects helps you deliver faster, with fewer mistakes, and better collaboration from day one.

Ready to work smarter, not harder?

Drawboard Projects helps teams review, mark up, and approve drawings more efficiently. Instead of juggling emails and conflicting file versions or handing over paper documents, you can collaborate in real time on one shared workspace. You’ll save time, money, and stress—and your clients will thank you.

This guide will walk you through the essential tools and workflows you need to annotate effectively and keep your markup workflows organized, clear, and fast.

1. Your Drawing is a Live Workspace

Drawboard Projects turns any drawing or document into a shared, real-time workspace. When you open a file, you’re not just looking at a static PDF — you’re stepping into a collaborative environment where every comment, annotation, or markup is immediately visible to the whole team.

There are no conflicting versions floating around, no wondering if someone saw your feedback, and no tedious email chains trying to align reviewers. Hover over any annotation to see exactly who made it and when, and watch live updates unfold in real time as your team works. It’s like being in the same room, even when you're miles apart.

2. Mark Up with Clarity

Providing clear feedback is the foundation of every effective review process. Drawboard Projects makes this effortless with intuitive markup tools designed to feel natural and powerful—no matter where or how you use it.

Choose the Right Tools for the Job

Whether you're sketching ideas, highlighting details, or flagging problems, Drawboard equips you with an adaptable suite of tools to match how you work—starting with the Favorites Bar.

Think of the Favorites Bar as your personal toolkit. Customize it with the pens, shapes, and colors you reach for most often so they’re always within easy reach. That way, you can spend more time marking and less time looking.

The Markup Toolbar holds the rest of the tools you don’t have in your Favorites Bar. It gives you easy access to everything from text and shapes to arrows and callouts, without sifting through multiple menus to find what you want.

Have a stylus for your touchscreen markup device? Our pressure-sensitive stylus support gives you tactile feedback and fine-grain control, simulating the feel of pen on paper and making technical annotations easier to add.

With these markup tools, you can communicate better with your team, not just make notes.

Save Time with Markup Libraries

Chances are a lot of your workflows will involve the same tools, workflows, and annotations. Instead of manually writing or creating them every time, Drawboard lets you save them to an easily accessible Markup Library.

You can even choose who can access them with two distinct libraries:

  • Personal Markup Library: Store your frequently used notes, stamps, and symbols for easy access during every review.
  • Project-wide Library: Share standardized markups across your team so everyone’s working with the same language and visuals.

By saving and reusing consistent visuals and language, you reduce review time and avoid repetitive work. And because libraries sync across devices, your desktop-created stamp is ready to go on your tablet when you're out on-site.

3. Stay Organized with Layers and Filters

As reviews become more complex, you need a clear system for organizing feedback across your entire team. That’s where layers and filters come in. Together, they give you full control over what information you see and when.

Use Layers to Separate Feedback

Layers function like transparent overlays. They let you separate different types of input or feedback streams to reduce clutter and focus only on what you need.

To get started with layers, simply click the layers button in the toolbar. From there, you'll see all the available layers in the document.

Drawboard Projects offers several types of layers to help organize your work:

  • Public Layers: Open to everyone on the project and ideal for general feedback.
  • Private Layers: Limited to specific people or roles, perfect for team-specific collaboration.
  • Personal Layers: Only visible to you. Great for working through thoughts or rough markup before sharing.

These layers give you the flexibility to structure your review the way that works best for your team. For example, many teams use an "Approved" layer that lets project managers quickly identify which markups have been finalized and need to be implemented in the next revision.

Filter to Focus

Sometimes a document gets busy. Between overlapping feedback, cross-team collaboration, and tight deadlines, it can be hard to know what to focus on. That’s where filtering comes in. It lets you quickly declutter your view so you can concentrate on just the input that matters right now.

  • View only your own annotations: Cut out everyone else's feedback and get a clean view of your own notes, especially helpful during early-stage reviews.
  • Isolate individual input with the contributor filter: Focus on feedback from a particular person or role when you need to resolve specific concerns.
  • Turn on Color Mode: Visually distinguish contributors with automatic color coding so you can understand who said what at a glance.

These filters help streamline reviews and support more confident decision-making by giving you control over the noise.

4. Compare Revisions Without the Chaos

When drawings change quickly and often, it can be easy to miss updates or overlook feedback. Drawboard Projects helps you manage revisions intuitively, so you can always stay in sync with the latest.

Switch Between Revisions Instantly

Every time a new version is uploaded to Drawboard Projects, it's added to your version history. Instead of opening multiple files or digging through folders, you can:

  • Jump between versions in a few clicks: Quickly switch from one revision to another using the revision selector built into the viewer.
  • Track updates across time: Compare what was there, what changed, and what remained untouched so you can assess progress and accuracy.

No more guessing which file is the latest or digging through email chains to find updates. Version control is built in, so your reviews stay fast and focused.

See Changes Clearly with Overlay

For times when you need a side-by-side comparison, the overlay feature takes it further by letting you superimpose one version over another. It’s particularly helpful for checking contractor submissions against design intent or ensuring approved changes make their way into the latest version.

After you click the overlay button next to the revision history, you can:

  • Spot changes instantly by visually comparing two versions.
  • Confirm that feedback was implemented correctly.
  • Validate contractor submissions against original design intent.

It’s a powerful way to save time and improve accuracy across iterative reviews.

5. Track and Resolve Issues Like a Pro

For complex projects, quick comments and simple markup aren't always enough. When something needs to be tracked, assigned, or escalated, the Issues tool steps in to provide the structure your review process needs.

Create Actionable Issues

Drawboard Projects enhances the review process with a dedicated issue tracking system that connects directly to your drawings, turning markups into tasks with the Issues tool.

With Issues, you can :

  • Assign Responsibility: Make it clear who needs to take action so nothing falls through the cracks.
  • Set Priority: Mark the urgency of each issue to help the team triage and resolve in the right order.
  • Add Context: Include titles and descriptions, so your teammates understand the problem and what’s expected next.

Everything stays connected to the drawing, meaning all the information needed to act is in one place.

Stay on Top of Resolutions

After an issue is created, Drawboard helps you keep track of what’s open, what’s been addressed, and what needs follow-up. That way, you can track them through to resolution.

Take a structured approach to reviews and prevent miscommunication by:

  • Filtering the issue list by status, priority, or assigned user.
  • Exporting reports for coordination meetings or formal documentation.
  • Closing issues with a click when resolved, keeping your review environment clean and current.

By combining seamless markup tools with a formal issue tracking system, you can balance fast feedback with thorough review and accountability, ensuring nothing slips through the cracks. 

6. Complete Reviews and Signal Approval

Finishing a document review properly is just as important as the markup process itself. Clear review status and formal approval indicators help teams move forward confidently without second-guessing whether feedback was addressed.

Mark Review Status

Use Drawboard’s status system to clearly show which drawings have been reviewed:

  • Set drawings to "Reviewed" once you’ve finished, signaling to the team that your feedback is final.
  • Make status updates visible to everyone, keeping the entire team aligned on what’s ready for the next step.

No more confusion about whether a document is done or still in progress.

Add Formal Approval Markups

For more formal sign-offs or documentation:

  • Apply stamps from your Markup Library, including personalized or project-wide options.
  • Use custom annotations like signature blocks or company-branded seals.
  • Approve drawings from any device, whether you’re in the office or reviewing from the field.

Approvals stay connected to your documents, creating a clear audit trail and eliminating ambiguity.

7. Collaborate and Communicate with Context

Effective markup is more than tools. It's about teamwork. With Drawboard Projects, you can communicate directly within your drawings so everyone stays on the same page—literally.

Add Comments Where It Counts

Instead of chasing context in emails or external chats, bring your feedback directly to the file:

  • Drop comments exactly where they apply so there's no confusion about what you're referring to.
  • Use @mentions to tag specific teammates and bring them into the conversation.
  • Trigger real-time notifications that link back to your comment, helping reduce lag and avoid miscommunication.

No more digging through emails to track feedback. Everything lives on the drawing.

Reassign Tasks with Clarity

Sometimes feedback needs to change hands. With reassignment tools, it’s simple to:

  • Transfer drawing ownership or assign unresolved issues to the right teammate.
  • Track progress with clear accountability, ensuring nothing gets dropped as reviews evolve.

It’s the fastest way to keep momentum up without confusion or delay.

Wrapping Up: Find Your Ideal Flow with Drawboard Projects

Drawboard Projects is a robust tool that’s built to scale with your workflow. And while it’s easy to use, it can be intimidating to jump into a new PDF markup tool and trust it with your valuable documents and pages. 

The best way to start is to simply use the app. You don’t need to learn everything at once—start simple by exploring the markup tools, adding a few layers, or applying revision overlay. The more you use the platform, the more powerful and seamless it becomes.

Feedback loops shrink. Review cycles move faster. Everyone stays aligned and nothing gets missed.

Soon, you’ll wonder how you ever worked without it.

With everything in one place — and in real time — Drawboard Projects helps you deliver faster, with fewer mistakes, and better collaboration from day one.

Drawboard logo icon
Drawboard logo icon

About Drawboard

We are a PDF and collaboration company. We believe that creating more effective connections between people reduces waste.

Our best work has been overtaken by busywork. That’s why we’ve created ways to help people get back to working wonders without any paper in sight.

Drawboard PDF lets you mark up and share with ease, and Drawboard Projects brings collaborative design review to architecture and engineering teams.

At Drawboard, we work our magic so our customers can get back to working theirs.

About Drawboard

We are a PDF and collaboration company. We believe that creating more effective connections between people reduces waste.

Our best work has been overtaken by busywork. That’s why we’ve created ways to help people get back to working wonders without any paper in sight.

Drawboard PDF lets you mark up and share with ease, and Drawboard Projects brings collaborative design review to architecture and engineering teams.

At Drawboard, we work our magic so our customers can get back to working theirs.

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