Document Control/Record Documents Log
This page lists the record documents that are logged in the current Project Center project. Select the title of a record document to view its details. External and internal (Project Center) users see the same information unless otherwise noted.
Record documents cannot be created in Info Exchange. They are created in the Document Control activity center in Project Center.
For information on the Packages tab, please refer to the Packages Log topic.
The record document's number. If the drawing file was imported, it is the drawing's name.
The title of the record document.
The revision number of the record document.
The revision's status.
The name of the source file of the last record document revision. Select the name of the file to open it.
You must have an application installed that allows you to view the file type.
The creation date of the last record document revision.
The date the last transmittal for the last revision was sent.
The company of the owner of the record document.
Displays the number of supporting documents associated with the item. Internal users can access all supporting documents. External users can only access supporting documents that have been shared with external users.
There are two possible icons that may appear in the field:
Select to view the list of files attached as supporting documents. 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.
Upload Supporting Documents
Use this area to add supporting documents to the item.
This option is only available for internal (Project Center) users.
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.
Select to upload the files to the Supporting Documents field.
Select the image to send a request to the owner to repost the files. This occurs when the transfer item has expired.
Displays icons for any project items related to the selected item. Click in the column to access the Related Items popup window, shown below. Select the hyperlink for a related item to view its details.
The following fields can be added to the Document Control/Record Documents log by selecting the Show/Hide Columns button to access the Field Chooser.
Lists any disciplines assigned to the record document.
Lists any keywords assigned to the record document.
Log Page Tools
The following tools are available in the Document Control/Record Documents log toolbar. For more information, refer to Log Page Tools.
Select to export the items in this log.
Show/Hide Column Filters
Select to toggle on/off the column filters.
Show/Hide Group By Panel
Select to toggle on/off the group by panel.
Select to access Drag to Change Columns to add or remove columns from the log grid.
To access this page
From the toolbar, select View > Files and Documents > Document Control or Record Documents.
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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