Record Document page
Use this page to view the details of a record document on Info Exchange. External and internal (Project Center) users see the same information unless otherwise noted.
Record Document
Number
The record document's number. If the drawing file was imported, it is the drawing's name.
Title
The title of the record document.
Company
The company of the owner of the record document.
Owner
The owner of the record document. Select the link to open the Contact Information dialog box.
Team Members
The project team members involved with the record document.
Discipline
The record document's discipline.
Type
The record document's type.
Purpose
The purpose of the last record document transmittal. Record documents can have one or more purposes (For Bid, For Planning, etc.). This column provides a way to use the purpose keyword list to categorize each record document so that you can filter them at any time to display record documents issued for a specific purpose.
Size
The dimensions of the source file.
Scale
The scale of the source file.
Revision History tab
This tab lists the revision history of the selected record document. Select a revision to open a list of revision tasks that you can perform.
Revision
The revision ID number.
File
The source file of the revision. Select the link for a file to view
it in the Newforma
Web Viewer. If the filename is not a hyperlink, select the 
icon to open or save the
file locally.
Revision Date
The date the revision was made to the file.
Revision State
The revision's status.
Recipients
The recipients of the revision's transmittal.
Issue Date
The date the revision's transmittal was issued.
Issue Type
The revision's transmittals type, such as RFI transmittal.
Via
How the revision was sent.
Issue Subject
The subject of the revision's transmittal.
Description tab
This tab displays any Description text entered for the item.
Email Log tab
This tab lists all email messages associated with the item.
Importance
The 
icon indicates the email message
is marked as important.
Attachments
The 
icon indicates the email message
contains an attachment.
Subject
The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.
Message
Displays the first part of the email message.
From
Displays the original sender of the email.
To
Displays the recipient list for the email.
Date
Displays the original sent date for the email.
Size
Displays the file size of the email.
Preview Email Messages
Mark this checkbox to display a portion of the email messages below their subjects.
Supporting Documents tab
Displays the supporting documents for the item. Select the link for
a file to view it in the Newforma
Web Viewer. If the filename is not a hyperlink, select the icon to open or save the
file locally.
Name
The name of the file.
Type
The file type.
Upload Supporting Documents
Use this area to add supporting documents to the item.
This option is only available for internal (Project Center) users.
Add Files
Select to open the Choose File to Upload dialog box and select a file.
You can select multiple files using standard Windows Shift and Ctrl selection techniques.
Remove All Files
Select to remove all files selected for upload.
Drag-and-Drop Files Here
Drag and drop files directly from Windows to add them to the list of files to upload.
This option is only available if your browser supports the functionality.
Upload
Select to upload the files to the Supporting Documents tab.
Related Items tab
This tab lists all Project Center items that are related (linked) to the item. Select the subject of an item to open it in its page.
Subject
The subject of the related project item. The icon for the related item type appears to the left of the Subject.
ID
The ID for the related project item.
Type
The type of the Project Center project item.
Workflow
The status of the item related to the current item.
Team Members
Team members associated with the related item.
Date
The date the related item was created.
Keywords
Displays any project keywords associated with the item.
Change Log tab
Use this tab to view a history of the actions taken on the selected item, including when it was created, modified, who was involved, and any details.
Date
Date the change occurred.
Event Type
Type of change that occurred.
By
Project team member who created the change.
Detail
The specific field or item that was changed by the event.
In addition to the listed fields, custom fields may also be exist. Project Center administrators can create custom fields throughout Info Exchange.
Page Tools
The following tools are available in the Record Document page toolbar.
Record Documents
Select to return to the Document Control/Record Documents log.
View Form
Select to open a printable version of this page.
To access this page
Select the Title of a record document from the Record Documents log.
If document control or record documents are not available to you, see Make a Project Center Project and Its Activity Centers Available on Info Exchange.
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