What are Annotation Templates?
Annotation templates define the structure and types of information captured with each annotation in your project. These templates ensure consistency across annotations while allowing flexibility to suit your project's specific needs.
What fields can I include in an Annotation Template?
Attachment: Add any type of files to your annotation.
Date: Record specific dates relevant to your annotation.
Dropdown: Create a list of selectable options, with the ability to add colour coding for each option.
Image: Upload images or capture them directly from the Explore 3D scene.
Link: Insert hyperlinks for quick access to related resources.
Text: Include text fields for additional notes or descriptions.
How to create an Annotation Template?
Annotation templates can be created at two levels:
Account-level templates: available across all projects, account-level templates let you duplicate template fields to quickly create project-specific templates.
Project-level templates: specific to a particular project, providing more customisation and flexibility to meet unique project needs.
To create a project-level template
Launch a project in 3D from the Explore page.
Navigate to the Templates tab.
Click on the Create template button.
Copy fields from existing account-level templates or start from scratch.
Drag and drop or click on the field types to add them in the editing section below.
Enter details for each field. Use the reorder icon to arrange fields as needed.
Click on Create to complete the template creation.
To create an account-level template
Note: Only account admins can access the Manage page to create account-level templates.
Navigate to the Manage page > Custom Fields & Templates.
Click the Create template button.
Enter the template details.
Add fields by dragging and dropping or clicking on the desired field types.
Enter the field names and values. Use the reorder icon to arrange fields as needed.
Click on Save for each field.
Click on Create to complete the process.
How to colour-code annotations using Templates?
Note: Colour coding can only be derived from dropdown fields.
Include a dropdown field in your annotation template.
Assign a colour to each option in the dropdown.
Update the Colour Source to use the dropdown field for colour coding.
Annotations using this template will automatically update their colour based on the selected dropdown value. For example, if you select "High Priority" from the dropdown, the annotation will automatically be displayed in red, as shown in the screenshot below.
