1.Opening Sketch Pad at the Property Level #

Procedure

Open the Real or Mobile Home property for which you need to create a sketch.

  1. Choose Commands > Sketch.

    Sketch Pad, Open Sketch, 9033x

    Note:  Sketches created at the Property level are automatically associated with the property. To associate a sketch with an Improvement, see Opening Sketch Pad at the Improvement Level.

Last updated on June 8, 2021

2.Opening Sketch Pad at the Improvemnet Level #

Procedure

  1. Open the property for which you need to create a sketch.
  2. Open the property’s Improvements panel.

    sketch improvements

  3. Open an improvement and click Details. Details icon
  4. In the Improvement dialog box, click Sketches.

    Sketch button

Result

The Sketch Pad window is displayed.

Sketch window

Last updated on June 8, 2021

3.Setting the Display of Measurement and Grid Lines #

Procedure

Use the toolbar at the bottom of the grid to set the following measurement display options:

  • Measurement – Specifies that measurements will be displayed and stored either as feet or metric measurements.

    sketch menu measurement

  • Precision – Specifies the increment for lines to be drawn.

    sketch precision

  • Angle Snap – Indicates the number of degrees to be used for locking angles into place; you use this feature to specify the angles of walls.

    To toggle Angle Snap off or on as you draw, press and hold SHIFT as you draw.

    Note If you use the mouse much more often than the keyboard to draw, we recommend an Angle Snap setting of 5 or 15 to assist in drawing lines as well as 45 degree bay windows.

    sketch angle

  • Grid – Controls the display of grid lines in the Sketch Pad window.

    Note:   If your Measurement setting is metric, each square on the grid is one square meter. If your Measurement setting is standard, each square is one square foot.

Last updated on June 8, 2021

4.Setting the Fill Color #

Purpose

Use this procedure to set the fill color to be displayed in your sketches.

Procedure

  1. Choose Tools > Code File Maintenance.
  2. Open the Improvements node.
  3. Double-click Detail – Improvement Type Code.
  4. In the Detail – Improvement Type Code dialog box, select the improvement type code and click Edit.
  5. In the Type column of the Area Color row, click the drop-down arrow _dropdown_arrow to display the color palette.

    sketch_fill_color

  6. Select a color. Then click Save.
Last updated on June 8, 2021

5.Toolbar at Top of Sketch Pad Window #

Save sketch button save

Saves the sketch.

Save Image sketch button save image

Saves the sketch as an image and generates both a full-page image and a thumbnail view image. The thumbnail view is displayed on appraisal cards and reports.

Print sketch print

Prints the sketch.

Print Preview sketch button print preview

Displays a preview of the page to be printed.

Note On complex sketches, the Area Calculation Breakdown can be extensive. To omit this data when using Print or Print Preview, deselect the Include Area Calculation Breakdown in the Sketch Print Options dialog box that displays prior to printing.

Cut sketch button cut

Removes the selected item from the sketch.

Copy sketch button cut

Copies the selected item to the sketch.

Tip The Copy tool in conjunction with the Paste tool is useful for creating sketches of upper floors; you can copy the main area bottom floor, paste it, and then modify it according to the upper floor dimensions. You can also copy a sketch from one improvement to another, including an improvement on another property.

Paste sketch button paste

Pastes a cut or copied item to the sketch.

Delete sketch button delete

Deletes a selected item from the Sketch Pad.

Undo sketch button undo

Deletes the last change.

Redo sketch button redo

Restores the last deleted change.

Do Not Associate sketch do not assoc

Does not associate the sketch with an improvement when selected prior to drawing a sketch. When this button is displayed as selected, it indicates that the sketch area you selected is not associated with an improvement detail.

Last updated on June 8, 2021

6.Toolbar at Left of Sketch Pad Window #

Pointer sketch button pointer

To select an area or multiple areas of a sketch, click this icon and drag the selection box over the required area. After an area is selected, a green circle is displayed above it: sketch button green circle selected

To select an element of the sketch and begin editing it, click this tool.

Exterior Wall sketch button wall exterior

Creates a line for an exterior wall. For information about using this tool, see Drawing Using the Mouse or Drawing Using the Keyboard.

You can connect exterior walls end-to-end as required, and when you use them to create an enclosed shape, Sketch Pad automatically calculates the area and perimeter of the shape. Exterior walls display dimensions and are used to calculate perimeter and area. If your Measurement is not at the most precise setting and you would like to review the most precise setting as you draw, press and hold CTRL as you drag the line.

For information about creating an area with a shared wall with the Wall > Split Here right-click option available from an exterior wall, see Drawing Adjacent Areas.

Interior Wall sketch_button_wall_interior

Interior walls are “free-form” lines that, unlike exterior walls, do not have dimensions, are not used to calculate perimeter and area, and cannot be used to close an area. Do one of the following:

  • To create a line for an interior wall using the mouse, click this icon and drag the displayed line to the required length. Click again to set the end point of the line.
  • To create a line for an interior wall using the keyboard, click once to set the starting point of the line. Type the length of the line, and then press ENTER to set the end of the line.

Note sketch button note

Adds a note area in which you can type text for the sketch, which can be useful for recording details about termite damage, for example, or a slab crack.

Circle sketch button circle

Creates a circle or ellipse.

Rectangle sketch button square

Creates a square or rectangle.

Shapes sketch button shapes

Creates shapes with 5 or more sides. Click this icon to display the menu from which to choose the number of sides for the shape.

Ruler sketch button ruler

Like a measuring tape. Do one of the following:

  • To create a ruler line using the mouse, click and drag to display the length of a line or the distance between areas. To set the end of line, click again.
  • To create a ruler line using the keyboard, click once to set the starting point of the line. Type the length of the line, and then press ENTER to set the end of the line.

Zoom sketch button zoom

Select an area and then click Zoom to enable zooming in with left clicks, and zooming out with right clicks. To disable zooming, select the area again and click Zoom.

Alternatively, you can zoom with your scroll wheel at any time that an active line is not attached to your cursor.

Note:   In Sketch Pad there are no grid-scaling features. To make your drawing fit in the grid, you do not need to scale the grid; rather, you use zooming.

Center and Fit sketch button center

Centers the sketch in the Sketch Pad window.

Area Breakdown sketch button area breakdown

Displays the details of the calculation for each area in the sketch.

Last updated on June 8, 2021

7.Font Toolbar #

sketch toolbar font

Enabled when an area of text and/or numbers is selected.

Use the font toolbar to adjust the font, color, size and appearance of the text and/or numbers.

Last updated on June 8, 2021

8.Drawing Using the Mouse #

Purpose

Use this procedure to draw a sketch using the mouse.

Procedure

  1. If you do not need to associate the sketch with an improvement detail at this time, proceed to the next step. If you do need to associate the sketch with an improvement detail, select the required improvement detail from the sketch grid.
  2. Click Exterior Wall. sketch button wall exterior
  3. Click the cursor (displayed as +) on the point at which you need to start the first line.

    Note:  A green circle is displayed after you click the starting point. sketch buttton green circle

  4. Drag the displayed line to the required length. Click again to set the end point of the wall.
  5. Continue either by dragging to another end point for an adjacent wall, or click a third time to stop drawing.
  6. Use other Sketch Pad tools as required. For information about the tools that are available, see Toolbar at Left of Sketch Pad Window and Toolbar at Top of Sketch Pad Window.
Last updated on June 8, 2021

9.Drawing Using the Keyboard #

Purpose

Use this procedure to draw a sketch using the keyboard instead of the mouse.

Entering Feet and Inches

When your Measurement setting is Standard (Feet Inches), you can use the following keyboard options:

sketch menu measurement

  • Use the TAB key to specify inches after you enter feet. For example:

    6 TAB 8 = 6 ft. 8 inches.

  • Use the TAB key along with the forward slash key (/) for fractions of an inch. For example:

    6 TAB 8 TAB 1 / 2 = 6 ft. 8 1/2 inches

  • Use a decimal to indicate fractions. For example:

    6 TAB 8.5 = 6 ft. 8 1/2 inches

Note   After entering measurements for a line, you must press ENTER to anchor the line and start another line.

Prerequisites

If you need to advance once grid square at a time as you draw, the grid option must be turned on in the Grid toolbar at the bottom of the Sketch Pad window.

Procedure

  1. If you do not need to associate the sketch with an improvement detail at this time, proceed to the next step. If you do need to associate the sketch with an improvement detail, select the required improvement detail from the sketch grid.
  2. Click Exterior Wall. sketch button wall exterior
  3. Click the cursor (displayed as +) on the point at which you need to start the first line.

    Note A green circle is displayed after you click the starting point. sketch buttton green circle

  4. Type the length, and then select an arrow key to specify the direction.

    The length of the wall is displayed.

  5. Press ENTER once to anchor the wall.
  6. If you need to enter an angle, enter the length of the wall, followed by R (right) or L (left), and the angle measurement. For example:

    8 R 45 ENTER = 8 ft. line to the right at 45 degrees

    You can also use the rise over run method. For example: 2 U 2 R = 3 ft. line to the right at 45 degrees, where U stands for “up.”

  7. Repeat the steps as required to complete the structure.

    Note To advance one grid square at a time, press and hold the SHIFT key while pressing the appropriate arrow key repeatedly as required.

  8. To draw the final wall, when the last point is red (indicating that the point is still activated), you can press A to automatically draw the wall and close the area.

    Note You can re-select the point if it is not activated by left-clicking it or pressing ENTER.

  9. Use other Sketch Pad tools as required. For information about the tools that are available, see Toolbar at Left of Sketch Pad Window and Toolbar at Top of Sketch Pad Window.

Example: 30 x 10 foot rectangle

  1. Click Exterior Wall. sketch button wall exterior
  2. Click the cursor (displayed as +) on the point at which you need to start the first line.
  3. Type 30 and then select the right arrow. Press ENTER.
  4. Type 10 and then select the down arrow. Press ENTER.
  5. Type 30 and then select the left arrow. Press ENTER.
  6. Type 10 and then select the up arrow. Press ENTER.
Last updated on June 8, 2021

10.Drawing Adjacent Areas #

Purpose

Use this procedure to create a sketch of an area that shares a wall with another area, or to split an area of an existing sketch.

Procedure

  1. Open the property for which you need to create a sketch.
  2. Open the property’s Improvement panel.
  3. Open the improvement and click Details. Details icon
  4. In the Improvement dialog box, click Sketches.
  5. In the Sketch Pad window, create sketch areas.
  6. Use the Exterior Wall tool sketch button wall exterior to create a line within an existing area. For example:

    sketch_shared wall

    Note   If you want to create a point on an exterior wall at which the shared wall should start, right-click the exterior wall and choose Wall > Split Here.

Next Steps

Use the Associating a Sketch to an Improvement Detail procedure to associate the sketch of the area you just created with an improvement detail.

Result

Sketch Pad automatically completes the adjacent area, and displays its total square footage and perimeter.

Last updated on June 8, 2021

11.Drawing Arcs #

Procedure

  1. Open the property for which you need to create a sketch.
  2. Open the property’s Improvement panel.
  3. Open the improvement and click Details. Details icon
  4. In the Improvement dialog box, click Sketches.
  5. Draw a sketch.
  6. Use one of the following methods:
    • When using the keyboard, before you click the end point of an exterior wall, use your scroll wheel to arc the line as required. After the arc is set, click the end point.
    • Use the Pointer sketch button pointer to select the center point of a line. Either drag the center point, or type the height of the arc and press the required arrow key. See the example sketch below.
    • On an existing line, right click at the point to begin the arc and select Wall > Split Here. Then use the Pointer sketch button pointer to select the center point of the new line segment and drag it as required. See the example sketch below.

      sketch arcs

  7. Save the sketch.
Last updated on June 8, 2021

12.Formatting Sketch Lines #

Procedure

  1. Click a line with the Pointer sketch button pointer to select it.
  2. Press CTRL + L.
  3. In the Line Formatting dialog box, complete the color, width, dash, and label options as required.

    Note To change the color, click the Wall Color square to display a palette from which to choose a color.

  4. If you need to set the line formatting as a default for future use, click Save as Area Default. You are prompted to specify whether the default should be applied to all lines in the area.
  5. Click OK or Apply.
Last updated on June 8, 2021

13.Moving Areas, Points, or Labels #

Purpose

Use this procedure to move sketch areas, points on a sketch, text labels, and/or measurement labels.

Procedure

  1. Select Pointer. sketch button pointer
  2. Use one or more of the following options to select and move the area. After the area is selected, use either the arrow keys or click and hold with the mouse to move selected items to another location as required.
    • To move a single area, point or label, left-click and hold, dragging the selection box over the area that you would like to move.
    • To move multiple areas, points, and/or labels, do one of the following:
      • Left-click and hold, dragging the selection box over the areas, points, and/or labels you would like to move.
      • Press CTRL and select the items you need to move.
  3. Use one or more of the following options as required:
    • To move dimensions from the outside of a drawing to the inside of a drawing, or vice versa, choose Area > Dimension Labels > Flip. You can also hide or show them as required.
    • To send an area or label to the front or back of a drawing, right-click the label and choose either Area or Label. Then choose either Bring to Front or Send to Back.
Last updated on June 8, 2021

14.Rotating Objects #

Procedure

  1. Click an object with the Pointer. sketch button pointer
  2. Click and hold the green circle sketch button green circle selected displayed above the object.

    The cursor is displayed with four arrows. _cursor 4 arrows

  3. Move the cursor clockwise or counter-clockwise to rotate the object as required.

    Note  If you have Angle Snap turned on, the object rotates by the increment selected for Angle Snap. You can toggle off Angle Snap by pressing and holding SHIFT when you click and hold the green circle.

Last updated on June 8, 2021

15.Inserting Images on Sketches #

Purpose

Use this procedure to insert images on drawings such as floor plans for tracing, photos, symbols, and disclaimers.

Procedure

  1. Right-click an object and choose Photometrics > Add Image.
  2. In the Open dialog box, browse for and select the image to be inserted on the drawing. Click Open.
Last updated on December 30, 2018

16.Adding Sketch Information #

Purpose

Use this procedure to attach miscellaneous information to the sketch, including:

  • Case or file number
  • Address
  • Borrower or lender name
  • Contact information for the sketch preparer

Procedure

  1. Right-click the area and choose Sketch Information.
  2. Complete or edit the fields as required.
Last updated on December 30, 2018

17.Reviewing Total Square Footage #

When you create sketches, the total square footage is automatically calculated and displayed within the sketch. For example:

sketch_square footage

Further, you can use the Area Breakdown tool sketch button area breakdown to review a detailed listing of square footage for each area on the sketch. For example:

sketch area calc

Last updated on June 8, 2021

18.Associating and Disassociating a Sketch with an Improvement Detail #

Purpose

Use this procedure when you need to link an improvement detail area of the sketch to the improvement detail record in PACS, or to remove an existing link.

Prerequisite

When the non-associated improvement detail area of the sketch is selected, the Do Not Associate button is also selected. This indicates that the improvement detail did not exist in PACS at the time the sketch was created. For example:

sketch do not assocProcedure

  1. Open the property for which you need to create a sketch.
  2. Open the property’s Improvement panel.
  3. Open the improvement and click Details. Details icon
  4. In the Improvement dialog box, click Sketches.
  5. In the Sketch Pad window, click Pointer sketch button pointer and select the required sketch area of the drawing.
  6. Right-click and, in the menu, choose the name of the area. Then do one of the following:
    • Choose Associate and select the improvement detail that needs to be associated with the area. For example:

    sketch associate example

    • Choose Disassociate.

    Sketch, Disassociate Sketch, 9033x

  7. Save the sketch.

    Note You cannot use the Sketch Pad to create new improvement details in PACS. Existing improvement details that have been previously entered in PACS are displayed in the grid to the right of the drawing area.

Result

If you chose Associate, the sketch is linked to the improvement detail, indicated by a sketch icon displayed for the improvement detail.

sketch impr detail sketch icon

The yellow triangle icon indicates that there is not a sketch associated with the detail.

If you chose Disassociate, the sketch is no longer associated with the Improvement.

Last updated on June 8, 2021
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