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Interactive Site Plans Explained

How to create and share an Interactive Site Plan

Updated over 2 years ago

Interactive Site Plans is the new way to bring your advice to life. Gone are the days of struggling to fit every detail in a single snapshot. Now you can share a read-only version of a matter with your client - let them zoom in and out, turn on aerial view and explore in site visit mode. It's like being there. Without the need for hard hats. 👷‍♀️

Got a big pitch coming up? Got a big, complex development project on? It's the easy way to get noticed and impress your clients.

What are Interactive Site Plans?

Interactive Site Plans enable you to share a read-only version of your matter in Orbital Witness with your client. They will be able to navigate around the map, zoom in and out, turn on aerial view and explore in site visit mode. But don’t worry, as a read-only version, they can’t incur any charges or make changes to the matter.

What will my client see and be able to do?

Your client will see the map view and title list, with all the titles added to your matter. They will be able to interact with the map in the same way Orbital Witness users can.

They will not be able to add new titles, change titles styling or navigate to other areas of the Orbital Witness app.

How do I create an Interactive Site Plan?

Add titles to your matter as normal. Add colours, groups, rename and turn on the visibility of the relevant titles to make it clear for your client.

  • Click on the "Share" button on the Map page.

  • Choose "Externally" and click "Create a shareable link".

  • Tick to enable "Interactive site plan".

  • Decide on your sharing options, you can set a password or expiry date and turn the link off at a late date.

  • Save your changes. You can now "Preview" what your client sees.

  • Copy and paste the link into an email or report to share with your client. It's that easy!

We have also created a quick guide to get your client familiar with Orbital Witness. Share this link with them to get them up and running straight away.

Yes! Click on the "Share" button on the map page to update sharing options. Toggle the “Sharable link” switch off as below, and remember to Save changes.

You can add a password and an expiry date in the "Options" section. The password can’t be retrieved, but you can reset it anytime. Simply click "Options" on the Sharing options page to set either.

But my client doesn't know how to use Orbital Witness?

On opening the Interactive Site Plan, your client will get a 1 minute tour of the product to explain how to explore the plan. We've also created this handy guide to get them straight off the bat.

What happens if I change the site plan?

This is a live-sharing feature, so any changes you make to the site plan will instantly be seen by your client.

If you would like to make changes to the site plan, but only want your client to view the completed changes, you can turn sharing off temporarily in the setting tab.

How do I add a legend to the site plan?

The title list acts as a legend for the site plan. You can rename the titles, change the styling and add groups to help clearly organise the titles for your client.

How do I create multiple plans for the same matter? Can I include only a subset of titles?

This isn't possible with Interactive Site Plans, but is with Interactive Walkthroughs! These are great for more complex sites or to include alongside your report. Check out the Walkthroughs guide below:

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