CADchat Help Center
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CADchat Help Center
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Getting Started
What are Organizations and Spaces?Create a spaceOpen a space
Navigation & Workspaces
Navigate the CADchat left navigationUse search to find spaces and filesBookmark a spaceShared With Me vs organization spacesManage spaces in your organization
Meetings & Calendar
Schedule a meetingView events on the calendarView meetings on the dashboardCopy meeting invitation details
3D Viewer & Collaboration
Use 3D viewer toolsSpace settings overviewChange camera type (Perspective vs Orthographic)Take measurements and change precisionWork with the 3D CanvasUse the 3D Canvas context menuInteract with 3D model parts
Chat, Threads & Comments
Chat in a spaceThreads overviewUpload a file in chatUse Add Pin and Threads
Files & Models
Upload a 3D model file to a spaceView assembly details
Sharing & Permissions
Invite people to a spaceManage sharing and general link accessUnderstand permission levels
Account & Notifications
Update your profileChange notification settingsLog out of CADchat
Organization & Admin Settings
Manage organization profileManage organization usersManage plan & billingInvite members at the organization level
Troubleshooting
Troubleshooting access and permissionsTroubleshooting 3D navigationTroubleshooting blank pagesRestore a deleted space (Trash)
Spaces — Layout & Navigation
Understand the space layout
Documents Tab
Use the Documents tabWork with DXF and DWG layersManage document files
Whiteboard
Use the Whiteboard tab
Meetings in Spaces
Use the Meeting tab in a spaceStart an ad hoc meeting with the Meet button
User Preferences
User Preferences

Use the Documents tab

Overview

The Documents tab is a collaborative viewer for 2D files including PDFs, images, and CAD drawings. Upload documents to the space so your team can annotate and discuss them alongside the 3D model.

Steps

  1. Open a space and click the Documents tab.
  2. If no document has been uploaded, click Upload documents or drag and drop a file into the upload zone.
  3. Once a document loads, it fills the canvas area. Use the page navigator in the top right to move between pages on multi-page files.
  4. Use the toolbar on the left to work with the document:
    • Add Pin — Place an anchored thread anywhere on the document.
    • Add Snapshot — Capture a view of the document.
    • Capture Screen Area — Draw a selection to capture a specific region.
    • Markup Settings — Configure markup display options.
    • Select — Select and move markup elements.
    • Pan — Click and drag to pan the document.
    • Line Drawing — Draw freehand lines.
    • Highlighter — Highlight areas of the document.
    • Eraser — Remove markup elements.
    • Sticky Note — Place a sticky note on the document.
    • Text & Note — Add a text annotation.
    • Arrow — Draw an arrow pointing to an area.
    • Shapes — Insert shapes from the shapes grid.

Additional details

  • Supported document formats: PDF, JPG, JPEG, PNG, DXF, DWG, CATDRAWING.
  • DXF and DWG files show a Contains layers tag in the Files panel and a Layers button. See Work with DXF and DWG layers for details.
  • Markups on a document are visible to all space collaborators in real time.
  • The Files panel shows all uploaded documents with their management menu.

Troubleshooting

  • If a document appears blank after uploading, wait for processing to complete and refresh.
  • If the page navigator shows 1/1 for a multi-page PDF, the file may not have processed correctly — try re-uploading.

Related articles

  • Work with DXF and DWG layers
  • Use Add Pin and Threads
  • Manage document files
  • Understand the space layout
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