Document Control Sharing and Issuance

1 minute
4 months ago

To share and Issue Documents and Revisions from Document Control

  1. Select the Documents you would like to issue
  2. Select the Share option (note: Placeholders cannot be shared, if you select a placeholder we will ask if you want to ignore placeholders on the share)
  3. Name your share, add your recipients and any remarks you would like to log
  4. Select Share
  5. The items selected will update to “Issued” and Record copies will be created and shared with the individuals listed in the “Share With” field.
  6. A record will be created in the Sharing Center activity center for the projects records.

    Note – Shares are logged and records can be seen and downloaded from the Sharing Center activity center.