How to Add, Edit, and Delete a Symbol

How to Add a New Symbol to Your Workspace

1. Click on “Resources” under “Management”.
2. Click on “Symbols”.
3. Click on the yellow plus button.
4. Fill in the available fields (only the image and the description fields are mandatory).
5. Click on “Add”.

Besides uploading symbols to your workspace, you can also use our pre-made symbols by clicking on the catalog, as shown below:

How to Add a New Symbol Category

It’s a good idea to classify your symbols into several categories. Thus, it’ll be easier for you to locate your symbols.

1. Click on “Resources” under “Management”.
2. Click on “Symbols”.
3. Click on the plus icon next to existing symbol categories (if there are existing symbol categories already) or next to “All symbols” (if there are no existing symbol categories yet).
4. Type in the name of the symbol category.
5. Click on “Add”.

To edit or delete a symbol category, simply click on the three-dot icon next to the symbol category’s name, as shown in the image below:

How to Open the Symbol Editor

1. Click on “Resources” under “Management”.
2. Click on “Symbols”.
3. Click on the three-dot icon next to the symbol that you wish to edit.
4. Click on “Edit symbol”.

Here’s what you can edit on the symbol editor:

1. The General tab, where you can edit a symbol’s main attributes.
2. The Properties tab, where you can manage a symbol’s properties.
3. Click to change the symbol’s image.
4. Edit the symbol’s description here.
5. Edit the symbol’s category here.
6. Choose whether the symbol is safety or quality-related (or both, or neither).
7. Edit the symbol’s tag(s) here.
8. Add attachment(s) here.
9. When you’re done with your edits, click on “Save”. However, if you would like to cancel your edits, click on “Cancel”.

How to Delete a Symbol from Your Workspace

1. Click on “Resources” under “Management”.
2. Click on “Symbols”.
3. Click on the three-dot icon next to the symbol that you wish to delete.
4. Click on “Delete symbol”.
5. Click on “Delete”.