Assigning Colors for the Markup Tool

Markup colors can be assigned to a specific company’s users or individual users. This assignment is done in the Configuration app, and can be applied at the domain, partition, or project level.

Note that enabling this feature does not affect existing markups. Assigning colors only affects markups that are created after the color is assigned.

Users who are not domain administrators can be granted the ability to manage color assignment. In the Groups application > Permissions tab > Configuration section, enable the Markup Colors Configuration Administrator permission. 

Key elements of this feature are as follows:

• The color assignment applies to the line and text color only.
• If a color is assigned to a company or contact in a project or partition, the user cannot change it when they are creating markups. 
• When a color is assigned to a company or contact in a project or partition, the color is assigned for markups in all relevant apps in that project or partition in Kahua (i.e. File Manager, Reference section files, and anywhere you can mark up a document).
• A company or contact cannot be assigned to more than one color. An error message will appear if you try to save a second color assignment for a particular company or contact.
• A contact color assignment will override any company color assignment, i.e., if a user has been assigned a color, and their company has been assigned a different color, the color directly assigned to the contact will be applied to any markups they create, not the color assigned to the company.
• Fill color automatically defaults to "none" for users with color assignments, unless the user has selected Remember Prior Setting for the fill color. Users with assigned colors can modify their fill color from the color palette when in markup mode.
• When a company or contact is assigned a color for markups, the color assignment overrides the Remember User Prior Settings, except for fill color.
• Color assignments work through shares when a user has an assignment and is marking up a document through a share or a workflow task.

TABLE OF CONTENTS

• Assign a color to a company or contact
• Change a color assignment
• Remove a color assignment

Assign a color to a company or contact

To assign a color to a company or contact, complete the following steps:

1. Review the header to ensure that you are in the correct project or partition. To assign colors to for use throughout your domain, ensure you are at the root domain. To assign colors for a particular partition or project, ensure that you have navigated to that partition or project level.
2. Navigate to the Configuration application (Apps > Administration > Configuration).
3. Select the Markups > Assigned colors tab.
4. Select Override.
5. To assign colors to companies, select the Companies tab. To assign colors to Contacts, select the Contacts tab.
6. Click Add. The color selection dialog appears.
7. Click on the color sample to open the color selector. Choose the appropriate color.
8. Click in the Company or Contact field and make the appropriate selection.
   
9. Click Add to complete the selection.
10. Click Save when you are done.

Change a color assignment

To change the color assigned to a company or contact, click on the color sample for that company or contact. The color selector appears. Make the appropriate selection to change the color. Click Save to save your changes.

Remove a color assignment

To remove a color assignment, select the check box for the assignment and click Delete. Click Save to save your changes.