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The Documents Tab: Overview
The Documents Tab: Overview

Topics covered: Documents, download documents, PDF, download PDF, QR Code, document link.

Updated over a week ago


The Documents tab stores all PDF files that have been created in the project, along with document links and QR codes.

Documents

  • The Search documents search bar helps you to search for the document by name.

  • Document lists all documents created for that project.

  • Type displays the type of document (Design Book, Installation Book, Procurement Book, Product Book, or Schedule).

  • Created by indicates the user who generated the document.

  • Created shows the date the document was created.

  • Published shows the published date.

Note: You will need to click to Publish a document in order to generate a Link, QR code, and download the document.

  • Link allows the user to generate a link to use for sharing the document.

  • QR Code allows the user to generate a QR Code to use for sharing the document.

    • Click the arrow icon (at the far right) to download the document.

    • You can also rename or delete the document by clicking the vertical ellipsis at the far right of the line item.

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