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      3. Getting Started

      Adding & Editing Location Plans

      Before Starting

      There are 2 things you can do to ensure that your plans are easy to work with and error free. 

      1. Flatten PDFs prior to upload. This article provides a step by step process.

      2. Ensure that the largest dimension of the document is under 50". This will ensure faster load times. 

      1. Adding Location Plans

      Choose Where to Place the Plan

      1. Select: Wrench in the Locations area of the sidebar
      2. Choose: New Location

      You can also Right-click on any Folder in the Location Structure to add.

      For more info on Batch Import, check out this article: Batch Import

      Enter Plan Information

      1. Name - This is a full name of the floor plan, like "Level 3"
      2. Short Code - This is a shortened version of the name, like "3" or "L3"
      3. Choose File - This will open up a dialog where you can choose a PDF plan from your computer.
      4. Scale - Add a scale for this location plan. This is used for in-app measurements and scaled custom sign markers. You can see more info on this here: Scaled Location Plans. Once scaling has been added to a location plan, all future plans must match this scale.

        NOTE: If a scale has previously been assigned to a plan, the scale of the new plan must match in order to preserve sign placement



      5. Scale Markers - If you check this, this plan will use custom markers from the "Scaled Custom Markers" section for each sign type, if available.
      6. Save - Don't forget!

      The best documents to upload are flattened PDFs. These are PDFs that don't contain any masks or links that could interfere with the rendering or exporting process.

      If you open the document in Illustrator and it doesn't look exactly like you want it to in SignAgent, you'll want to flatten it (though it's a best practice to flatten all documents prior to upload anyway). To learn more about flattening, please see this article. 

      Once you've added the new plan, you'll be able to view a comparison between new and old. Check out this article for more info on that: Location Plan Comparisons

      Once the plan has been uploaded and rendered, you'll also be able to adjust the opacity. See more on that here: Location Plan Opacity

      Want more advanced options? Check out these articles:

      Inherited Field Values
      Exterior Locations (Maps)
      Location Zones

      2. Editing/Replacing Location Plans

      Choose Which Plan to Edit


      1. Right click the desired location plan
      2. Choose: Edit

      Enter Plan Information/Upload New PDF 

      Screen Shot 2023-06-27 at 11.04.59 AM-1

      1. Choose File - This will open up a dialog where you can choose a PDF plan from your computer.
      2. Scale - Add a scale for this location plan. This is used for in-app measurements and scaled custom sign markers. You can see more info on this here: Scaled Location Plans. Once scaling has been added to a location plan, all future plans must match this scale.
      3. File View - You can see the old and new files uploaded along with a date stamp to ensure the new plan has been uploaded. 

      Note: You can update the old information from the location plan including name and short code at any time.