The ability for a user to write on, add text or mark up an uploaded image is very nice, but those abilities are not currently possible for a Document/PDF. For our use case, I'd like for one of our team members to be able to upload a branded PDF with project information already added from a monday.com > DocuGen generated PDF for a Roof Inspection. For this particular use case, the PDF would have all of the project information added at the top, then has a gridded area for our Sales Reps to be able to draw on, then a blank table at the bottom for them to be able to write in which particular products are recommended and their quantities. If the doc was uploaded as a photo it seems this could work, but that's a problem for 2 reasons. 1. it adds another process to an already slightly complex process ie. Convert generated PDF to JPEG. 2. Even if we got that workflow working, then the JPEG would live in the Photos section and not the Documents.
Ability for users to mark up a PDF
- Thread starter uamarketing
- Start date
Hey there, thanks for laying out your roof inspection workflow so clearly. This kind of detail really helps our team see what would make CompanyCam work better for you. 
You’re right that PDFs uploaded to the Documents tab can’t be written on or marked up directly today. We’ve heard this ask from a number of customers, and document markup is something our team is actively exploring. I can't make any promises, but I'll share your feedback and use case with our product team.
Thanks again for the feedback, and keep it coming!
You’re right that PDFs uploaded to the Documents tab can’t be written on or marked up directly today. We’ve heard this ask from a number of customers, and document markup is something our team is actively exploring. I can't make any promises, but I'll share your feedback and use case with our product team.
Thanks again for the feedback, and keep it coming!
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