Create Record Document Package dialog box

Use this dialog box to group record documents into packages for better organization and easier management of large drawing sets.

You must be a Document Controller to access this dialog box.


Enter the name for the record document package.


Click to open the Choose a Project Team Member dialog box to select the project team members assigned to the package.

Team members assigned to the package are pre-populated in the transmittal form when the package is issued.


Click to open the Choose Disciplines dialog box to apply disciplines to this package.


Select the status of the record document from the drop-down list.

The default status for a new package is Draft.


Record Documents tab/Description tab/Supporting Documents tab/Email Log tab/Related Items tab/Change Log tab

Refer to the Document Control activity center topic for a description of these tabs.



Click to open the Choose Keywords dialog box to assign keywords to this package.


To access this dialog box

While viewing packages in the Document Control activity center, click Create Record Document Package from the Tasks panel.


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