Getting started with Redliner

1. Create or open the project

1. From the dashboard, choose New project.
2. Name the project the way your team names jobs internally — job number first if you use one.
3. Add the address, client, and team members if those fields are available in your workspace.
4. Open the project and confirm you are in the Drawings area before uploading sheets.

2. Upload the first drawing set

1. Choose Import drawings or Upload PDF.
2. Upload the full construction PDF set when possible instead of one-off sheets.
3. Name the set with the issue date or revision label, such as Permit Set, IFC Set, Addendum 01, or Rev 2.
4. Wait for processing to finish before starting markup so page references and thumbnails are available.

3. Review sheet names and current-set status

A clean current set is the backbone of Redliner. If the active sheet is wrong, every markup, RFI, and takeoff downstream becomes harder to trust.

1. Scan the sheet list for obvious naming problems.
2. Confirm the newest set is marked current.
3. Keep older sets available for audit, but avoid new markups on superseded sheets.

4. Set scale before measuring

1. Open a sheet with a known dimension or clear scale callout.
2. Use AI-assisted scale detection as a starting point when available.
3. Verify or manually calibrate from a known dimension before takeoff.
4. Re-check scale on detail sheets, enlarged plans, and mixed-scale pages.

5. Add the first markup

1. Pick Select to move around and inspect existing annotations.
2. Use a simple callout, cloud, or line note for the first issue.
3. Save the markup and reopen the sheet to confirm it persists.
4. If the markup needs an answer, turn it into an RFI instead of burying the question in a note.