Sheets and Snapshots (Mobile) – eSUB Cloud 2.0

User Personas: Project Manager | Field User

Drawings in eSUB Fusion gives your team an easy and streamlined workflow for uploading, annotating, sharing, and creating related documentation for your project drawings from virtually anywhere, on any device.

Drawings on mobile are optimized to allow field users to view, download, annotate, create, and attach snapshots to other project documentation. Drawing sets can be uploaded and otherwise managed via the web interface on a browser. For guidance on using the Drawings tool via the web interface, see the Drawings section here.

To perform the actions described in this article, a user must be assigned a license for the Drawings tool and have the Drawings - General Permissions permissions.

Use the links below to quickly jump to a topic:

View Sheets and Snapshots
- Log Features
Manage Sheets
Manage Snapshots
Download a Snapshot

View Sheets and Snapshots

Select a project from the project list then select Drawings
- Select the Sheets or Snapshots tab depending on the items you wish to view
Use the filter button and search bar options as desired to refine the list
Select a sheet or a snapshot to view it

Search, Sort, and Filter

Use the Search bar to quickly locate sheets by name, number, tag, or discipline
Select the filter button to narrow the list by discipline, tags, version sets, or sort order

List View and Card View

Switch between List View and Card View depending on your preference:

List View provides a compact, sortable table for quickly scanning large sets. Hovering over a sheet displays a thumbnail preview.
- The Version column and badge , identifies and displays the most recent version of each sheet within the set
- The column headers display Sheet Number and Name, Version, Set Name (reflecting the most recent set), Discipline, Date Issued, and Date Uploaded
Card View presents sheets as visual cards with thumbnails and quick access to details, tags, disciplines, markups, and linked items. The various icons indicate:
- Drawing Tags applied to the sheet
- Disciplines assigned to the sheet
- Whether the sheet includes annotations
- Any callouts identified on the sheet

Selecting a sheet will always display the most recent version of the sheet.

Additional Menu Options

Additional menu options can be accessed by selecting the ︙ (3-dot/ellipsis) menu in either Card View or List View

View sheet and details
Edit details and add markups
Download sheet to your computer with markups
Download sheet to your computer without markups
Delete sheet from set

Actions Button

Selecting Actions from the log will open a menu to perform the following tasks:

Upload a new sheet set or add to an existing set ➕
Download the latest versions of all sheets as a single package including markups
Download the latest versions of all sheets as a single package excluding markups

See the Navigating through the eSUB Fusion Interface for Web or Mobile article for more guidance.

Manage Sheets

The Sheets log breaks out every sheet into an organized list, giving your team a simple, structured way to manage drawing sets. Users can tag sheets for better filtering, review revisions, add markups, and create snapshots that can be shared or attached to other project documents.

How to access and view sheets

UPDATE: Log is different for viewing sheets. Need to update, preferably showing landscape on tablet.

The Sheet View provides a detailed, interactive space for reviewing drawings, navigating callouts, viewing sheet versions, and accessing sheet details and data. The space is divided into the main areas:

Callouts Panel
Sheet Viewer
View Controls
Details Panel
View Toggles

These components allow users to easily navigate, analyze, review markups, and quickly access relevant information.

Callouts Panel

Displays all callouts auto-detected or manually created on the sheet

Select the Launch icon to navigate to the callout-referenced sheet. Sheet will open in sheet view mode
Clicking the View icon will navigate and auto-zoom to the callout in the current sheet.

Sheet Viewer

A high-resolution image of the sheet showing all drawing content, markups applies, and any callout links.

View Controls

Located along the top of the viewer, viewer controls will allow you to:

Adjust zoom level (percentage dropdown)
Zoom in ⊕ or zoom out ⊖
Pan across the sheet

Details Panel

Sheet Name and Sheet Number
Identifies key sheet information such as Sheet Number, Sheet Name, and Issue Date
Set
Identifies name of drawing set containing the active sheet (e.g. Set 2)
Discipline
The discipline associated with the sheet (e.g. Architectural, Structural, etc.) The available disciplines can be configured by an admin under Company Settings
Tags
User-created labels that can be applied to sheets at any time. Multiple tags can be added to help filter and organize drawing sets.
Version
Denotes the iteration of the current sheet. Versions of the same sheet are identified by the sheets on a project that share the same sheet number. The Sheet Viewer will always display the latest version of a sheet uploaded to a set.
Linked Documents
Displays a list of RFIs that are linked to the sheet via snapshots.

View Toggles

Toggles the sheet viewer with the desired information:

Hide/Show Sheet markups
Hide/Show Sheet callouts
- Embedded callouts are shown/hidden, this pertains to clickable areas defined in the source PDF (e.g. links to external BIM systems)
Hide/Show sheet linked callout areas
- Identified callouts are shown/hidden, this pertains to callouts identified during the drawings upload process or manually added.

Apply Tags to Sheets

Select a sheet to view it, then select the action button and Edit Tags
Select the Tags field and select any desired tags
- To create a new tag: Enter the new tag name, then select the checkbox next to the new tag to apply it
Select the checkmark when finished adding tags

See the Applying Keywords and Tags on Mobile article for more guidance.

View Versions of a Sheet

Select a sheet to view it, then select the Versions field and choose the version you wish to view

How to view other versions of a sheet

UPDATE: The version is now under the sheet. We need to update this, preferably showing landscape on tablet.

When initially viewing a sheet, the most recent version is always displayed.

Add Markups and Measurements to a Sheet

See the Add Markups and Measurements to a Sheet on Mobile article for more guidance.

Manage Snapshots

Snapshots are cropped and flattened images of a section of a sheet. To create a snapshot of a sheet, start from the Sheets View. Once the snapshot is created, the system auto-generates its name based on the originating sheet name and it is saved under Snapshots on the project menu under Drawings.

How to access and view snapshots

UPDATE: Visual is different. Need to update, preferably showing landscape on tablet.

Create a Snapshot

Select a sheet to view it, then select Edit on the action button
- Tap on the image to reveal the actions toolbar
Zoom and pan the image until the desired snapshot area is captured in the image preview
- Zoom in/out on the image by double tapping or using the pinch gesture with your fingers on your device screen
- When zoomed in on the image, drag a finger on your device screen to pan through the image
Select the camera icon on the toolbar to take the snapshot then select the checkmark to save

How to create a snapshot of a sheet

After creating a snapshot, you have the option to attach it to an RFI or download it to your device.

Snapshot Features

Snapshot Preview

Displays a preview of the snapshot image, the autogenerated snapshot file name, and the date the snapshot was taken.

Link a New Snapshot to an RFI

Select a snapshot to view it, then select an option under Actions:
- Create RFI - Fill in the RFI fields as desired then select the checkmark when finished
- Attach to RFI - Select the desired RFI from the list

Download a Snapshot

Select a snapshot to view it, then select Download under the Actions section

*Available in a future release