How to Edit or Update an Illustration

This article describes how to edit or update an Illustration for a Page, as well as the functionality of each tool within the Illustrations toolbar and best practices. 

Article Topics

• Illustrations Tools
  
  • Illustrations Toolbar
• Illustrations Modification Considerations
• Illustration Modification Best Practices
  
  • Line Tool Best Practices
  • Shape Tool Best Practices
  • Text Tool Best Practices
• How to Use the Line Tool
• How to Use the Shape Tool
• How to Use the Text Tool
  

Illustrations Tools

The Illustrations toolbar includes three types of tools: 

1. Line Tool: used to add lines to a illustration
2. Shape Tool: used to add shapes (rectangle and/or square) to a illustration
3. Text Tool: used to add text to a illustration

Illustrations Toolbar

Button	Purpose
	Resets the illustration view size to fit the screen
	Zoom in on illustration
	Zoom out on illustration
	Add line to illustration
	Add shape to illustration
	Add text to illustration

Each tool is detailed below. 

Illustrations Modification Considerations

• As a best practice, edit or update a Illustration in the source system it was generated in, such as CAD
• Once an Illustration addition (e.g. line, shape or text) is saved, it will be permanently incorporated into the Illustration
• Illustration additions (e.g. line, shape or text) can only be edited or deleted if there is a grey box around the element - see screenshot below
• If needed, Documoto's Illustration editing tools (e.g. lines, shapes, and text) can be leveraged to create callouts on an Illustration

Illustration Modification Best Practices

Line Tool Best Practices

• Used to add line(s) to an existing Illustration
• Typically used to add a line from the exploded drawing to a callout 
• To select, resize, move, or delete a line, unselect the 'Line Tool' icon and update, as needed 

Shape Tool Best Practices

• Used to add a shape (circle or rectangle) to an existing Illustration
• Typically used to add shapes around numerical callouts or cover superfluous information, such as a BOM, header/footer information or notes
• Publishers can cover or erase unwanted areas of the Illustration using a shape with a White (#FFFFFF) Fill and White (#FFFFFF) Stroke
• A rectangle shape can used as textbox or border for text added to an Illustration
• To select, resize, move, or delete a shape, unselect the 'Shape Tool' icon and update, as needed

Text Tool Best Practices

• Used to add text to an Illustration
• Before adding text to an Illustration, consider if the information is likely to change
  • If yes, consider using Comments to capture information that is specific to the Page or individual Parts
• The textbox is stationary until the 'Text Tool' icon is no longer selected
• While the 'Text Tool' icon is selected, text cannot be added on top of shapes on the Illustration
• To select, resize, move, or delete text, unselect the 'Text Tool' icon and update, as needed

How to Use the Line Tool

1. Within Documoto Admin, go to Content > Pages.
2. Search for and select the Page with an Illustration(s) you wish to edit or update.
3. Click Page Builder. 
4. Click the 'Line Tool' icon. 
5. Input a Stroke value to set the line weight. 
6. Click Color to set the line color.

   • NOTE: a Color can be defined by selecting a Styles 
     (Admin Center > Library > Styles) setting (e.g. Primary, 
     Info, Hotpoints, & Links), inputting a hex color code, 
     or using the color picker feature. 

7. To draw a line, click on the Illustration and hold as you drag the line to the desired length.
8. To select, resize, move, or delete a line, unselect the 'Line Tool' icon and update, as needed.
9. Click Save to permanently add the line to the Illustration or click Revert Changes to remove the Line. 
10. Click Publish to publish the Page updates. 

How to Use the Shape Tool

1. Within Documoto Admin, go to Content > Pages.
2. Search for and select the Page with an Illustration(s) you wish to edit or update.
3. Click Page Builder. 
4. Click the 'Shape Tool' icon. 
5. Select a Shape.
6. Input a Border value to set the border thickness. 
7. Click Color to set the border color for the shape.

   • NOTE: a Color can be defined by selecting a Styles (Admin 
     Center > Library > Styles) setting (e.g. Primary, Info, 
     Hotpoints, & Links), inputting a hex color code, or 
     using the color picker feature. 

8. Click Fill to set the shape fill color. 
9. Set the Opacity of the shape using the slider. 
10. To add a shape, click on the Illustration where you wish the shape to start and hold until you reach the spot where you want your shape to end. 
11. To select, resize, move, or delete a shape, unselect the 'Shape Tool' icon and update, as needed.
12. Click Save to permanently add the shape to the Illustration or click Revert Changes to remove the shape. 
13. Click Publish to publish the Page updates. 

How to Use the Text Tool

1. Within Documoto Admin, go to Content > Pages.
2. Search for and select the Page with an Illustration(s) you wish to edit or update.
3. Click Page Builder. 
4. Click the 'Text Tool' icon. 
5. Select a Font and Font Size.
6. Optional: select a font format (bold, italize, underline) and/or alignment (left, center, right)
7. Click Color to set the font color.

   • NOTE: a Color can be defined by selecting a Styles (Admin
      Center > Library > Styles) setting (e.g. Primary, Info, 
     Hotpoints, & Links), inputting a hex color code, or 
     using the color picker feature. 

8. Click on the Illustration to draw a textbox.
   • NOTE: in edit mode, the textbox will appear black with a blue border. 
9. Input the desired text. 
10. Click Enter/Return to add the text. 
11. To select, resize, move, or delete text, unselect the 'Text Tool' icon and update, as needed.
12. Click Save to permanently add the text to the Illustration or click Revert Changes to remove the text. 
13. Click Publish to publish the Page updates.