How to create and save custom markups in the Tool Chest

Add markups to the Tool Chest

The Tool Chest stores custom markups so you can quickly add them to your PDFs without having to recreate them. The Tool Chest comes pre-loaded with several collections of markups called tool sets. You can create your own tool sets with individual or grouped markups, and even share custom tool sets with other users.

To add a markup to the Tool Chest:

1. Click the Tool Chest (Alt+X).
2. Right-click on a markup, click Add to Tool Chest and then select the name of the tool set.

Set custom markups as default

1. Select a tool you would like to customize, such as the Text Box, Cloud, or Polyline tools.
2. Right-click on the markup, and select Properties (Alt+P). The Properties Panel appears.
3. Adjust the tool’s properties to your liking, such as the color, line size, or font-size.
4. Go to the bottom of the Properties Panel and select Set as Default.
   

Your selected tool will now appear by default with the properties you set.

Group multiple markups and add them to the Tool Chest

Markup tools in Revu can be grouped together, allowing them to be moved, resized, copied, and added to the Tool Chest as an individual markup.

1. Hold Shift to select multiple markups.
2. Right-click one of the selected markups and click Group (Ctrl+G).
3. Right-click on the grouped markup, click Add to Tool Chest, and then select the desired tool set.

Create and import tool sets

You can create new tool sets to better organize the custom markups that you create. The new tool set will automatically display in the Tool Chest and will be available as an option when you click Add to Tool Chest.

Add a new tool set

1. Click the Tool Chest dropdown at the top of the Tool Chest panel, then click Manage Tool Sets. The Manage Tool Sets dialog box appears.
2. Click the Add button.
3. Click New, type a title, and then click OK.

Add an existing tool set

You can also add a tool set that's been imported or shared with you as an existing .btx file.

1. Go to the Tool Chest panel and click the Tool Chest dropdown menu.
2. Select Manage Tool Sets, and the dialog box will appear.
3. Click Add...
4. Select Existing and enter the full/relative path to the .btx file, or click the Browse button on the far right to find the tool set on your computer via the File Explorer.
   
   
   Entering the full path will locate a .btx file on your local drive, while using a relative path will access a tool set according to its folder location. A relative path is helpful if you're trying to add a tool set saved on a shared drive or in a DMS.
5. Under Options, ensure Display and Show In All Profiles are selected. Select Relative Path if you entered a relative path above.
6. Click OK.

For more information about importing tool sets, please see How to share Tool Sets.

Properties mode vs. Drawing mode

Markups in the Tool Chest can function in two different modes. Drawing mode creates an exact copy of what you've added to the Tool Chest. Properties mode will create a new markup using the same visual properties of the original markup (i.e. color, shape, and size).

Double-click the icon in the Tool Chest to switch between modes. The icon will change to show the difference between the two modes.

Symbol view vs. Detail view

When you have several similar markups saved in your Tool Chest, it can be difficult to tell them apart when using the default Symbol view.

Detail view displays markups in a tool set alongside information like Subject, Comment, and Labels, making it easier to distinguish between them.

To change the display of a tool set:

1. Click the Settings icon corresponding to your tool set(s).
2. Select either Symbol or Detail from the dropdown menu.
   

Exceptions

There are some markups that can't be included in tool sets. These exceptions are:

• Notes
• Hyperlinks
• File attachments
• Text editing tools (Review Text , Underline , Squiggly line , Strikeout , and Text Highlights )
• Symbols that already have a Sequence or Action defined.

How-To

Revu 20

Markup