Record Document page
The record document's number. If the drawing file was imported, it is the drawing's name.
The title of the record document.
The company of the owner of the record document.
The owner of the record document. Select the link to open the Contact Information dialog box.
The project team members involved with the record document.
The record document's discipline.
The record document's type.
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.
The dimensions of the source file.
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.
The revision ID number.
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.
The date the revision was made to the file.
The revision's status.
The recipients of the revision's transmittal.
The date the revision's transmittal was issued.
The revision's transmittals type, such as RFI transmittal.
How the revision was sent.
The subject of the revision's transmittal.
This tab displays any Description text entered for the item.
Email Log tab
This tab lists all email messages associated with the item.
The icon indicates the email message is marked as important.
The icon indicates the email message contains an attachment.
The original subject line of the email. Select the subject of an email message to view it in the Email Preview page.
Displays the first part of the email message.
Displays the original sender of the email.
Displays the recipient list for the email.
Displays the original sent date for the email.
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.
The name of the file.
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.
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 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.
The subject of the related project item. The icon for the related item type appears to the left of the Subject.
The ID for the related project item.
The type of the Project Center project item.
The status of the item related to the current item.
Team members associated with the related item.
The date the related item was created.
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 the change occurred.
Type of change that occurred.
Project team member who created the change.
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.
The following tools are available in the Record Document page toolbar.
Select to return to the Document Control/Record Documents log.
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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