Skip to main content

Article 22 — Working with Markup

Learn how to add notes, text, symbols, lines, arrows, sketches, and custom dimensions to your floor plan.

A
Written by AJ Ballantine

Reviewed for Flex Version 3.0.3

Estimated Read Time: 7 minutes

In This Article You’ll Learn

  • How to open Markup

  • Which Markup tool to use

  • How to draw or highlight on the plan

  • How to add lines and arrows

  • How to add Text

  • How to add Blueprint Symbols

  • How to create Custom Dimensions

  • How to manage existing Markup

  • How to control Markup visibility


Overview

Markup lets you add visual information directly to a floor plan without changing the measured floor plan geometry.

Use Markup to:

  • Draw or highlight an area

  • Add a line or arrow

  • Add text

  • Place a Blueprint Symbol

  • Add a Pinned Note

  • Create a Custom Dimension

  • Communicate field conditions or project details

Markup does not move walls, change Rooms, or modify Flooring Areas.

To change the actual floor plan, use Layout or Flooring instead.

RENDR Principle

Use geometry to document what exists. Use Markup to explain what matters.


Opening Markup

  1. Open the Space in Flex.

  2. Switch to Markup.

  3. Choose the Markup tool you want to use.

  4. Add the annotation to the floor plan.

When you’re finished with one tool, select another Markup tool or return to the appropriate editing mode.


Choosing the Right Markup Tool

If you want to…

Use…

Draw something manually

Freehand → Pen

Highlight an area

Freehand → Marker

Draw a clean shape

Freehand → Shapes

Draw a straight line

Line

Point to something

Arrow

Add written information

Text

Place a standard plan symbol

Blueprint Symbols

Mark a location with notes/photos

Pinned Note

Add a reference measurement

Custom Dimension


Drawing with Pen

Use Pen for freehand sketches and callouts.

  1. Open Markup.

  2. Choose Freehand.

  3. Select Pen.

  4. Choose the available color and size.

  5. Draw directly on the floor plan.

  6. Lift your finger or Apple Pencil to finish the stroke.

Each completed stroke becomes a Markup item.


Highlighting with Marker

Use Marker when you want to emphasize an area without changing the floor plan.

  1. Open Markup.

  2. Choose Freehand.

  3. Select Marker.

  4. Choose the available color and size.

  5. Drag across the area you want to highlight.

  6. Release to complete the Markup.


Drawing Shapes

Use Shapes for cleaner geometric callouts.

  1. Open Markup.

  2. Choose Freehand.

  3. Select Shapes.

  4. Choose the desired shape and available appearance options.

  5. Draw the shape on the plan.

  6. Release to place it.


Adding a Line

Use Line to draw a straight reference line on the floor plan.

  1. Open Markup.

  2. Tap on Freehand

  3. Choose Shapes

  4. Choose the Line shape.

  5. Press where the line should begin.

  6. Drag to the desired endpoint.

  7. Release to place the line.

Lines support:

  • Solid

  • Dashed

  • Dotted

Line drawing also supports angle snapping when the applicable Rotation snap setting is enabled.


Adding an Arrow

Use Arrow when you need to point directly to a condition, feature, or location.

  1. Open Markup.

  2. Tap on Freehand

  3. Choose Shapes

  4. Choose Arrow.

  5. Press where the arrow should begin.

  6. Drag toward the location you want to identify.

  7. Release to place the arrow.

The direction in which you draw determines the direction of the arrow.

Arrows support:

  • Solid

  • Dashed

  • Dotted

Placed lines and arrows can also be re-angled after they’re created in Flex 3.0.3.


Controlling Line and Arrow Snapping

Lines and arrows can snap to common angles while being drawn.

To change this behavior:

  1. Open Settings.

  2. Open Snap Settings.

  3. Find Rotation.

  4. Turn Rotation snapping on or off as needed.

The Rotation setting also governs supported rotation behavior for other Markup and plan elements.


Adding Text

Use Text to place written information directly on the floor plan.

  1. Open Markup.

  2. Choose Text.

  3. Tap where the text should appear.

  4. Enter your text.

  5. Choose the available text color if desired.

  6. Finish editing to place the text.

Text can be:

  • Edited

  • Moved

  • Resized

  • Rotated

  • Colored

Empty Text annotations are discarded.

Important Export Limitation

Text rotation is saved in Flex, but rotated text currently renders horizontally in server-generated PDF and DXF exports.

Text color is also not currently available to Web/backend renderers.

These limitations affect the rendered output—not the Markup you see while editing in the supported Flex experience.


Adding a Blueprint Symbol

Use Blueprint Symbols for repeatable plan notation.

Available symbols include:

  • Centerline

  • Outlet

  • Sink

  • Switch

  • Vent

To place one:

  1. Open Markup.

  2. Choose Symbols.

  3. Select the desired symbol.

  4. Tap the plan to place it.

  5. Drag it to reposition it if necessary.

  6. Use the available handles to resize or rotate it.

Symbols can snap to nearby plan geometry.

If a symbol keeps snapping somewhere you don’t want it:

Settings → Snap Settings → Symbols

Turn Symbol snapping off and reposition the symbol.


Adding a Custom Dimension

Use Custom Dimensions to add a reference measurement to the plan.

  1. Open Markup.

  2. Choose Custom Dimension.

  3. Create the dimension by either:

    • Selecting the two endpoints, or

    • Pressing, dragging, and releasing.

  4. Adjust the endpoints if necessary.

  5. Reposition the dimension label as needed.

Custom Dimension endpoints can snap to nearby plan geometry.


Moving or Editing Existing Markup

To modify an existing annotation:

  1. Open Markup.

  2. Select the annotation.

  3. Use the available controls for that annotation type.

  4. Move, resize, rotate, re-angle, or edit it where supported.

  5. Save your changes.

Different Markup types provide different editing controls.

For detailed editing instructions, see Article 23 — Creating & Editing Markup.


Deleting Markup

To remove an individual Markup item:

  1. Select the annotation.

  2. Choose the available Delete/Trash control.

When using a supported hardware keyboard, Delete or Backspace can also remove a selected annotation.

If you make a mistake, use Undo.


Using the Eraser

The Eraser can be used in two ways: either tap and hold, dragging over a Freehand item to remove parts of the drawing, or you can remove complete Freehand items by tapping once rather than erasing only part of an individual stroke.

Use it when you want to remove an existing Freehand item and redraw it.


Showing or Hiding Markup

Use Layers when you want to hide Markup without deleting it.

Markup layers include:

  • Freehand

  • Symbols

  • Pinned Notes

  • Custom Dimensions

  • Text

Turn the applicable layer off to temporarily remove those annotations from view.

Turn it back on to display them again.


Undo and Redo

Use the Undo and Redo controls to reverse or restore Markup changes.

On iOS with a hardware keyboard:

  • Command + Z — Undo

  • Command + Shift + Z — Redo

Undo and Redo are unavailable in View Mode.


Returning to Floor Plan Editing

Markup is for annotation—not geometry correction.

If you need to:

I need to…

Switch to…

Move or edit walls

Layout

Add a wall or Room Divider

Layout

Edit doors, windows, openings or objects

Layout

Change Flooring Areas

Flooring

Add notes, drawings or dimensions

Markup

Inspect without editing

View


Troubleshooting Markup

I Can’t Find My Markup

  1. Open Layers.

  2. Confirm the applicable Markup layer is visible.

  3. Return to Markup.

  4. Locate or select the annotation.

My Symbol Keeps Snapping to a Wall

Open:

Settings → Snap Settings → Symbols

Turn Symbol snapping off and reposition the symbol.

My Line or Arrow Keeps Snapping to an Angle

Open:

Settings → Snap Settings → Rotation

Turn Rotation snapping off and redraw or adjust the annotation.

My Rotated Text Isn’t Rotated in My PDF

This is a current export limitation.

Text can be rotated in Flex, but server-generated PDF and DXF exports currently render rotated Text horizontally.

My Text Color Doesn’t Appear Everywhere

Text color is supported in the current iOS Markup experience, but it is not yet included in the published Flex data consumed by Web/backend renderers.

I Drew When I Meant to Move Around the Plan

Finish or cancel the active Markup action, then use the normal plan navigation gestures.


Quick Reference

Task

Tool

Sketch something

Pen

Highlight something

Marker

Add a geometric callout

Shape

Draw a straight reference

Line

Point to a condition

Arrow

Add a written label

Text

Add standard plan notation

Symbol

Attach information to a location

Pinned Note

Add a reference measurement

Custom Dimension

Hide annotations temporarily

Layers

Control symbol snapping

Snap Settings → Symbols

Control line/arrow angle snapping

Snap Settings → Rotation


Frequently Asked Questions

Does Markup change my measured floor plan?
No. Markup is annotation data and does not change walls, Rooms, Flooring Areas, or measured geometry.

How do I draw an arrow?
Open Markup, choose Arrow, press at the starting point, drag toward the location you want to identify, and release.

Can I make a line dashed or dotted?
Yes. Lines and arrows support Solid, Dashed, and Dotted styles.

Can I rotate Text?
Yes. Text supports rotation in Flex. Be aware that server-generated PDF and DXF exports currently render rotated Text horizontally.

Can I change Text color?
Yes in the current iOS Markup experience. Current Web/backend rendering does not yet read the Text color property.

Can I rotate a line or arrow after placing it?
Yes. Flex 3.0.3 supports re-angling placed lines and arrows.

How do I stop Markup from snapping?
Open Snap Settings and disable the applicable snapping behavior. Use Symbols for symbol snapping and Rotation for supported rotation/angle snapping.

Can I hide Markup without deleting it?
Yes. Use Layers to hide the applicable Markup type.


Related Articles

  • Article 17 — Understanding Selection & Editing Modes

  • Article 23 — Creating & Editing Markup

  • Article 24 — Adding and Editing Custom Dimensions

  • Article 25 — Working with Photos

  • Article 28 — Saving Your Work

  • Article 32 — Understanding Snap Settings

Did this answer your question?