CIPAceTM Help

Manage Project Documents

Navigate Here: Projects > Browse Planning Projects > select a Project > Click the Documents tab or

Projects > Browse Implementation Projects >select a Project > Click the Documents tab

You can browse and manage the documents associated with the current implementation project on the Documents tab page.

By default, the root folder will be selected when system loads into this page. All documents under the root folder will be shown in the table.

You can view all documents of the current project by clicking the Display All Documents icon, system will show all documents in the table.

A brief summary of each  document under a selected document folder is displayed in the table.  The summary includes Document ID, Document Name, Created By, Last Modified Time, Is Checked Out, Is Linked Document, Mark Up and Download. You may sort the records by clicking the linked column header. If there are too many records to be displayed on one page, you can use the navigation control to view another page, or you may increase the number of records per page.
 

You can quickly find the documents you want by using the search function.  Enter search conditions in the search fields and click the Search button.  The documents will be filtered and the table will show the records that match the search conditions.  Click the Reset button to clear the latest input. when clicking the Reset button, it will recover to the initial status, that is, root folder will be selected and all documents under it will be displayed.

You can edit a document by clicking the Document ID or Document Name link and system will direct into the Document Management page for the selected item.
 
You can add a new document to a specified folder of the current project by selecting one folder in the left tree structure and then clicking the Add icon. The system will go to the Add Document page. Note that all documents new added by this method are non-linked documents(physical documents).

You can delete multiple documents in batch by clicking the Batch Delete icon at the upper left corner of the table. Note: Deleting linked document will delete the document shortcut from current entity record while the document and its attachment will be kept intact. They are still visible in Browse Documents page. But, deleting actual document will delete the document and its attachment from the system.
 

You can download documents in batch into the local path by clicking the Batch Download icon at the upper left corner of the table.

You can redline the document by clicking the Markup icon , the system will then direct you to the Online Document Markup page in a new page.

You can create document(s) to a selected folder of the current project via copying from existing document(s) by clicking the Batch Copy Documents In icon. Create Documents by Copying from Existing Documents page will pop up as below.

- You can find the documents you want by specifying the search conditions and clicking the Search button.

- Select the documents to be copied and click the Save button. New documents will be created for the target project and the system will go back to the Documents tab page of the Project Document Management screen with the newly added documents. Key Words, Description of the source documents will be copied to the new documents as well.

You can batch copy documents of the current project to another business entity record (as new documents)  by selecting the specific documents and clicking the Batch Copy Documents Out icon . The system will lead to the page below. Fill in the required information and click the OK button. System will go back to Project Management page and the documents will be successfully copied to the root folder of the target entity records.

You can create linked documents from existing documents in CIPAce to the selected folder of current project by clicking the Create Linked Document(s) In icon at the upper left corner of the table. When clicking the Create Linked Document(s) In icon , page as below will pop up. Select documents in the table and click the Create Linked Document(s) Out icon, the documents selected will be successfully associated to the preselected folder.

You can create linked documents from current folder to another entity record by clicking the Create Linked Document(s) Out icon at the upper left corner of the table.The system will lead to the page below. Fill in the required information and click the OK button. System will go back to Project Management page and the linked documents will successfully created to the root folder of the target entity records.

You can configure project's current document folder structure by clicking the Modify Folder Structure button. System will go to Manage Project Document Folder Structure page.

You can change another document template for the current project to replace the currently using one by clicking the Configure Document Template button. System will go to the Configure Document Template for Project page.