Document Control

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Add and Manage Files in Document Control
Use Document control to upload new files or add revisions of existing files. You can also rename, download, and delete files. To import metadata to associate to files, see Import...
Bulk updating metadata in Document control
Users can complete updates to multiple files and documents in the Document control activity center in the following ways: Users can multi-select files in Document Control to make bulk updates...
Document Control Overview
Use Document control to ensure that all project-related documents are accurately managed, maintained, and distributed throughout the lifecycle of a project. The team benefits from accessing the project’s most up-to-date...
Document Control Sharing and Issuance
To share and issue documents and revisions from Document Control follow the steps below: Select the document or documents you would like to issue by checking the checkbox to the...
Edit Document Control Settings
Set Access Admins can control access to the Document control activity center. Open the desired project in Newforma Konekt. Select the Document control activity center. Click the gear icon at...
Import and Manage Document Control Metadata
Project creators, admins, and editors can import document metadata using the provided template for accurate mapping. When adding files, your team will be able to associate them with previously imported...
Roles and Permissions in Document Control
Use this reference to determine what each role can do in the Document Control activity center. Permissions Reviewer Reader Editor Admin Access ✔ ✔ ✔ View documents ✔ ✔ ✔...

Document Control Categories

  • Document Management (4)