CIPAceTM HelpManage Design Review Documents |
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Navigate Here: Implementation > Designer Submittals > Browse Design Reviews> select a Design Review
You can manage documents and the corresponding document folders on Documents tab page of Edit Design Review page.
At the left panel of this page, it displays the Document Folder Structure of the current Design Review. When loads into this tab page, root folder will be selected by default. All documents under the root folder can be tracked.
Click the Display All Documents icon
You can add a new document by clicking the Add icon
You can download the latest version of a document by clicking the Download icon
You can delete multiple documents by selecting target documents and then clicking on Batch Delete icon
You can create documents for the current Design Review by copying existing documents in system via clicking the Batch Copy Documents In icon
You can create linked documents from existing documents by clicking the Create Linked Document(s) In icon
You can create linked document(s) from current Design Review to another entity record by clicking the Create Linked Document(s) Out icon
You can switch the document folder structure for current design review by clicking the Configure Document Template button. Configure Document Template page will prompt as below.
All published document templates of the current entity will display under the Document Template dropdown. Select a desired one and click the OK button, the new document template will be applied to the current design review instantly.
You can modify the document folder structure for current design review by clicking the Modify Folder Structure button.
❖Click on one folder, the Edit Document Folder page will refresh at the right side where you can update corresponding information. Note that if the folders are the ones that are applied from document template, users are not allowed to change any information except Owner and Folder Name.
Click the Save button to save the latest modifications.
Click the Delete button to delete the current folder.
❖Click the Add Document Folder link at the top corner to add new folders, the Add Document Folder page will prompt at the right side where you can fill in the required information.
❖Click the Back link at the top corner, system will go back to the Documents tab page of Edit Design Review page.
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