Set Symbols is where you review, create and correct the symbols assigned to your chart. It brings the chart image, symbol matches and confirmed symbol list together in one place.

For a single-page chart, this step follows Review Grids. For a multi-page chart, it follows Set Overlap. When the symbols are correct, select Next to continue to Set Colors.

Start by checking, not changing. See Which Starting Point Matches Your Chart? to decide whether the automatic setup is ready or whether manual work is required.

Set Symbols at a Glance

Page Overview

Set Symbols screen with numbered markers for the progress title, view switch, chart, toolbar and Confirmed Symbols panel

A quick guide to the five main areas of Set Symbols.

  1. Progress title: shows the percentage and number of populated grid squares that have a confirmed symbol. The total follows the current page or all-pages scope selected in the symbol panel.
  2. Symbol View and Erase View: use Symbol View to work with symbols. Switch to Erase View to correct which grid squares are populated.
  3. Chart workspace: select an unassigned grid square to add a symbol, or select an assigned grid square to review and edit its symbol. Both use the Add or Edit a Symbol guide.
  4. Display and setup toolbar: configure or rescan the symbols, show or hide page information, change the chart view and fit the chart to the screen. See Controls and Tools.
  5. Confirmed Symbols: review, select and organise the symbols already in the project. Change the panel width when you need more chart space or more symbol detail. See the Confirmed Symbols guide.

Choose What You Need to Do

Set Symbols Guides

Understand the controls
Learn the toolbar, display choices and safeguards used throughout this step. Full guide.
Configure or rebuild the setup
Choose the symbol-entry settings, import PDF symbol data or scan the chart images. Full guide.
Add or correct symbols
Creating a missing symbol and editing an existing one use the same search-and-review process. Add or Edit a Symbol, or learn more about Symbol Search.
Correct the populated grid squares
Use Erase View to remove background noise or restore grid squares that should contain stitches. Full guide.
Review and organise confirmed symbols
Choose a panel view, inspect symbol counts, merge duplicates or delete unwanted symbols. Confirmed Symbols, Merge Symbols or Delete Symbols.

Did you know?

  • Merge Symbols is a side task. Open it when two or more confirmed symbols represent the same printed symbol. When finished, it returns you to Set Symbols.
  • Colour charts have extra search controls. You can search by icon or colour, filter one with the other and reduce the chart-image opacity when highlights are difficult to see.
  • Scanning is always deliberate. Markup does not silently replace manual work when you return to this step. Rescans that replace symbol assignments warn you first.

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