Introduction

Annotations in SiteView let you attach detailed, location-specific information to 360° captures. With customizable forms, you can document and track project data directly in the as-built environment—streamlining issue management and team communication.

Each annotation can include form fields, comments, links, markups, and file attachments, all tied to a precise point in the virtual site. This makes project information easier to access, share, and act on in spatial context.

Note:

• SiteView Observers can view annotations but cannot create or modify them. All other roles have full access.
• The annotation feature is not available to users with public access.

Access Annotations

To open the Annotations panel, click theAnnotations icon in the left menu.

Note: The Annotations icon is visible only if at least one Annotation Group has been added to the project. Annotation Groups can be configured by the Project Admin from the Project Setup.

Create a New Annotation

To add a new annotation in SiteView:

1. Navigate to the location in the Capture Viewer where you want to create the annotation.
2. Click theAdd Annotation icon on the right side of the annotation group where you want to add the annotation.

3. Fill out the annotation form. The fields displayed will vary depending on the selected Form Template.

   ① Annotation Badge – This badge and stick represent the annotation’s location in the pano image.

   Note: A badge is automatically placed in your current view. To reposition it, clickReposition Annotation in the top right of the form.

   ② Annotation Title – Enter a descriptive name for the annotation.

   ③ Entry Fields – Vary by template and may include fields such as dates, dropdowns, checkboxes, or text inputs.

   ④ Add Link – Insert a URL to reference relevant content.

   ⑤ Attachments – Attach files using any of the following methods:

   • Markup – Capture a screenshot or paste an image, then annotate it.
   • Photo/Video – If you're using a Windows-based tablet with a built-in camera, you can capture and attach photos or videos directly.
   • Upload Files – Add any file to attach to the Annotation. (up to 3GB per file)
4. Click Save to complete the annotation.

View and Manage Saved Annotations

View Annotations

Saved annotations are listed in theAnnotations panel, and theirbadges are also visible in both the Capture Viewer and the Plan Viewer to indicate their locations.

Note: Only annotations located within 20 feet of the current pano will appear in the Capture Viewer.

Manage Annotations

You can manage saved annotations using the available actions in the annotation form or through the three-dot menu.

Note: Email notifications are sent to the annotation creator, all Project Admins, and the assignee (if specified) when key changes are made to the annotation—such as resolving, deleting, or commenting.

Available actions include:

1. Edit – Modify the form fields of the annotation.
2. Resolve – Mark the annotation as complete. You can reopen it if needed.
3. Reposition Annotation - Move the annotation badge to a different location in the pano.
4. More Options (Three-dot menu):
   •  
     • Copy Annotation URL – Copy a direct link to the annotation.
     • Duplicate – Create a copy of the annotation.

     • Move to – Relocate the annotation to a different capture or different group.

       Note: Moving the annotation to another group is available only when the groups share the same form template.

     • Timeline Report – Export a visual timeline in PDF format. (Related article: Timeline Report)
     • Delete – Permanently remove the annotation.
5. Comments – Add context, information, or requests using the comment field.

Note: You can also access theMore Options from the annotation list by clicking the icon next to an annotation’s name.

Filter Visibility and Search Annotations

Show or Hide Annotation Groups

• The annotation list is organized by Annotation Group. All published groups will appear in the panel.

  Note: Annotation Groups are configured by the Project Admin. If a group is missing, contact your Project Admin for assistance.

• You can toggle the visibility of each group by clicking theShow/Hide icon next to the annotation group name.

Search and Filter Annotations

• Use the search bar at the top of the list to find annotations by title or creator.
• Use filters below the search bar to control which annotations appear in the Annotations panel and in the Viewer:
  • Status: All / Open / Resolved
  • Capture: All Captures / Current Capture

• Note: You can also manage overall annotation visibility usingLayers in the left menu.

Note: SiteView offers the following integrations that you can use with annotations. Refer to the articles below for more information.

• ACC/BIM 360 Integration
• Procore Integration
• PlanGrid Integration