Edit Document Control Settings

2 minutes
8 months ago

Project creators and admins can edit document control settings for a project so that other team members can access the Document control page.

  1. In Newforma Konekt, open the desired project.
  2. In the main menu, under the Project menu, select Document control.
  3. Click the gear icon (Document control settings) at the top-right corner of the page.
  4. From the page that opens, make the desired changes.
    Make sure all the users you want to give access to Document control have at least a Reader role. To access the module, users must also meet all of the specified conditions.
    Setting Description
    Allowed domains This feature allows users from the selected domains to access Newforma Konekt’s document control module. By default, this field is preconfigured with the hub owner’s domain.
    Allowed teams This feature allows users that belong to selected teams to access Newforma Konekt’s document control module. By default, this list is empty. You can select teams from the drop-down list. New teams can be created in the Teams and users page. It is recommended to create a “Document control” team and add project users that should have access to Document control.
  5. When you’re done, click Save.

Revision Settings

Project Creators and Administrators can also edit revision numbering and lettering settings by selecting the “Revision Settings” tab at the top of the Document Control Settings page.

These options allow you to set your projects default revision numbering/lettering conventions – these settings can be changed throughout the project but will not rename previously uploaded Document Revisions.

We currently have three different options:

Setting Description
Numerical Select your starting prefix (optional), starting number, and the number of digits you want to use in your revision schema – Newforma Konekt will automatically update your revision numbering based on the settings you select
Alphabetical Select your Prefix (optional) and Letter schema you want to use when revisions are updated to Document Control items – Newforma Konekt will automatically update your revision lettering based on the settings you select (eg. Revison A, to Revision B, etc)..
Custom Choose your own revision numbering/naming conventions! note that these will not automatically update when revisions are added to Newforma Konekt and will need to be added manually.