Document Control Overview (Beta)
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 record documents.
It offers full auditing of metadata out of the gate and through the document life cycle, as well as the ability to manage revisions. You can quickly configure, adjust and update in less time.
Interface overview
You can access Newforma Konekt Document control from the Project menu by clicking Document control.
The document register lists all the uploaded metadata (Placeholder status) and files in the current project. You can search, rename, and delete placeholders and files. Only files can be downloaded. When opening a placeholder or file’s details, you can edit some fields and track its history.
Document control features role matrix
The table below provides a comparative list of features available to each project role. Users must meet all of the specified conditions in Document control settings.
| Document control feature role matrix | ||||||
| Feature | Creator | Admin | Editor | Reader | Reviewer | Anonymous |
| View metadata | ✔ | ✔ | ✔ | ✔ | ||
| Import metadata (placeholders) from CSV or Excel | ✔ | ✔ | ✔ | |||
| Edit (some fields), rename and delete metadata | ✔ | ✔ | ✔ | |||
| View and download files | ✔ | ✔ | ✔ | ✔ | ||
| Upload new files and add versions of existing files (revisions) | ✔ | ✔ | ✔ | |||
| Edit (some fields), rename and delete files | ✔ | ✔ | ✔ | |||
| Edit document control settings (access control) | ✔ | ✔ | ||||
For more information on Document Control, see the other articles in this section.