How to Add a New Symbol to Your Workspace #
- Click on “Resources” under “Management”.
- Click on “Symbols”.
- Click on the yellow plus button.
- Fill in the available fields (only the image and the description fields are mandatory).
- 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.
- Click on “Resources” under “Management”.
- Click on “Symbols”.
- 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).
- Type in the name of the symbol category.
- 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 #
- Click on “Resources” under “Management”.
- Click on “Symbols”.
- Click on the three-dot icon next to the symbol that you wish to edit.
- Click on “Edit symbol”.
Here’s what you can edit on the symbol editor:
- The General tab, where you can edit a symbol’s main attributes.
- The Properties tab, where you can manage a symbol’s properties.
- Click to change the symbol’s image.
- Edit the symbol’s description here.
- Edit the symbol’s category here.
- Choose whether the symbol is safety or quality-related (or both, or neither).
- Edit the symbol’s tag(s) here.
- Add attachment(s) here.
- 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 #
- Click on “Resources” under “Management”.
- Click on “Symbols”.
- Click on the three-dot icon next to the symbol that you wish to delete.
- Click on “Delete symbol”.
- Click on “Delete”.