Document Markup

Elaine Crann

Do you use the auto markup feature, or do you mark up on your own? I find that it's not 100% consistent, if I upload a spreadsheet that has a lot of detail, the auto markup is kind of wonky, do others see this? I prefer to do myself what do you prefer?

Helene H

Hi @ElaineC! I typically suggest clients to use the Auto-Markup to save time on more uniform/standard documents, as it is drawing from the "Style" within the document.

For those funky documents that I know we all see (unfortunately!), I'd suggest mapping yourself.

Either way, I always suggest checking the mapping post-import.

Curious to hear what other users' processes are!