In this article:
Overview
Use the Marker tool:
To enhance your client meetings, either in the office or remotely.
In training meetings with other advisors;
For seminars and group client meetings.
Asset-Map Marker is a collaboration and illustration tool.
How to Use
Click the Marker icon or use keyboard shortcuts to start drawing on any Asset-Map page (Asset-Map, Target-Maps, Household Index, Home page, etc.)
Use Keyboard Shortcuts
Toggle on "CTRL+m" or "CTRL + ` "
Toggle off "x", "del", "esc", or "CTRL+m" again.
While "on" use these single keys (no CTRL/Command)
Red marker - press "r"
Black marker - press "b"
Trash (remove all markings, close tool) - press "t" or "del", or "esc"
Undo last edit - press "u"
Redo - press "i"
Brush color picker - press "p"
Use the Mouse
Click the marker icon to reveal (or hide) our sketching tools with which you can illustrate your points for your clients right on their Asset-Map.
It includes:
trash can tool to remove all markups.
three brush colors: red, black, and optional
brush color picker
pointer cross moves markups. Click the mark and drag it to the desired location. Click corners to enlarge or reduce the size of the marking
Print out marked Asset-Maps by using the print screen function on your device.
Markings will not be included on Reports generated by Asset-Map Platform.
Top Questions Advisors are Asking
Q. Does Marker work on an IOS device?
A. Yes! Apple touch screen devices work with Marker including Apple Pencil. Keep the zoom level to 0%. Don't use the zoom-in function of your browser.
Q. Does the Marker work on a Windows device?
A. Yes, with your Mouse. No, with a Microsoft touch screen device (such as a Surface Pen). The MS Pen or a finger will unfortunately not work at this time.
Q. Why doesn't Marker work for me?
A. Most of the time it is because the zoom level is zoomed in. Close the Marker (click the "x"). Then set your browser zoom level to 100% and refresh the page. Click the Marker icon and start drawing.
Q. Can I print my markups?
A. Only if you take a screenshot. (Be aware of any compliance considerations before doing this.)
Tags: pencil, touch, pen
7/2022