Stamps are used in markups, typically to indicate approval or rejection of documents or drawings, but they can be used for whatever purpose makes sense for your organization. For more general information on stamps, refer to Markup Tool - Stamps.
Users who are not domain administrators can be granted the ability to administer stamps. In the Groups application > Permissions tab > Configuration section, enable the Stamp Configuration Administrator permission.
There are two types of stamps that can be set up, Dynamic and Simple. Dynamic stamps capture certain information at the time that the stamp is applied, such as the date, user or user company, project data, submittal data and so on. The information that each dynamic stamp will capture is managed by your administrator. Simple stamps do not capture any additional information and behave like any other markup applied to the drawing.
To add a stamp, complete the following steps:
- Review the header to ensure that you are in the correct project or partition.
- Navigate to the Configuration application (Apps > Administration > Configuration).
- Select the Stamps tab.
- Click Add. The Stamp Configuration page opens.
- Enter a Name for the stamp.
- Select the appropriate Stamp type.
- Simple - Simple stamps behave like any other markup applied to a drawing or document.
- Dynamic - Dynamic stamps capture selected information at the time that the stamp is applied, such as the date, user or user company, project data, submittal data and so on.
- In the Stamp Image section, click Add Image to select an image to use as the stamp image. The selected image file can be a JPG or PNG format and must be a maximum of 1MB in size.
- If you are creating a dynamic stamp, select Configure Dynamic Fields. This option is not available until you have uploaded an image file.
- Make a selection in Fields from App.
- Click Add. Select a field from the dropdown list.
- Click on the color field to select a color for the text. Determine if the text should wrap. Determine if the text should be right-justified.
- Once those selections are complete, click and drag on the image to create a text box for the selected field. Once created, use the upper left corner handle to move the box. Use the lower right corner handle to modify the size of the box.
- Click Add again to add another field and repeat the steps above. To remove a field, click on it and select Remove. Click Save when you are done.
- To limit who has the ability to apply this stamp, add a user, multiple users, or groups of users to the Authorized Users field, or add a company to the Authorized Companies field. If both fields are left blank, then any user can apply this stamp.
- Select Lock Modifications to lock the stamp in place once it is saved. Prior to saving, the stamp can be moved, resized, or removed. Once saved, with Lock Modifications selected, only a Domain Administrator will be able to modify or remove the stamp.
- Click Save when you are done.
The stamp is added to the list of stamps. To disable a stamp, click on it to open the detail view, clear the Enabled check box, and click Save. This can be useful to disable a stamp at a particular partition or project level in your domain, leaving it available for use at another level.