Document Control Sharing and Issuance

2 minutes
2 weeks ago

To share and Issue Documents and Revisions from Document Control follow the steps below:

  1. Select the document or documents you would like to issue by checking the checkbox to the left of the document name.
  2. Share the selected document or documents by completing the actions below:
    • To share 1 file in the main table view: Hover over the far right of the row to display the … Three dots. Click on the … Three dots to open the actions menu and select Share.
    • To share 1 or many documents: Check the checkboxes of the documents you want to share, then select the Share option at the top of the page.
    • To share 1 document revision : Hover over the far right of the row to display the … Three dots. Click on the … three dots to open the actions menu and select Open Details, then select the Revisions tab. Hover over the far right of the revision you wish to share to display the … Three dots. Click on the … Three dots icon to open the actions menu and select Share.
      Note: Placeholders cannot be shared, if you select a placeholder we will ask if you want to ignore placeholders on the share
  3. Select your recipients from the Share with* dropdown menu and enter any remarks you may have.
  1. Click on the Share button.
  2. The Status column will show the Issued status for the shared documents and record copies will be created and shared to the individuals selected.
  3. 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.