You might find that you need to review and make changes to your documentation when managing Procurement phase projects. Below is a guide for some of the actions available on the Documents page.
Setting and updating documents revisions and names
- Select the check box next to the document(s) you wish to edit
- Select 'Edit' - a pop-up will appear
- Here you can edit the Document Drawing Number, Document title and Revision version
- Make changes and select 'Save & Update Details'
Downloading documents that have been uploaded
- Select the check box next to the document(s) you wish to download
- Select 'Download'
- They will download as a zip file and in the folder structure as they appear in EstimateOne
Deleting documents that have been uploaded
- Select the check box next to the document(s) you wish to delete
- Select 'More'
- Select 'Delete'
- Select 'Delete' again - reconfirming you wish to delete. Please note, this action cannot be undone.
Moving an uploaded document to a different folder
- Select the check box next to the document(s) you wish to move
- Select 'More'
- Select 'Change Folder'
- Choose whether you'd like to move into an Existing or New Folder
- Select 'Move Documents'
Export a document register of all documents.
- Select the check box next to the document(s) you wish to export
- Select '⌃More'
- Select 'Export Document Register'
- Your file will download and will show details about the selected documents, including previous revisions