Panels

Using the Document Settings Panel

Document Settings stores drawing-level information that helps identify, organize, and review documents beyond the visible PDF page.

Updated 2026-06-12 · 5 min read

Document settings
Drawing A-101.pdf
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Metadata, attachments, and custom properties keep drawing records traceable.

Update metadata

  1. 1

    Open Settings

    Open the Settings panel while a drawing is selected.

  2. 2

    Edit metadata fields

    Update available fields such as title, drawing number, discipline, or other document details.

  3. 3

    Save changes

    Let the workspace persist the updated settings before leaving the drawing.

Use attachments and custom properties

  1. 1

    Add attachments

    Attach related documents where supported, such as specifications, photos, or detail references.

  2. 2

    Add custom properties

    Create name/value properties for project-specific drawing metadata.

Related topics

Related product guides

These broader guides explain how this support workflow fits ContractorCounter's markup, measurement, takeoff, and export toolset.

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