Company Document Management
Commnia Document Management is a dashboard summarising easy-to-understand, real-time data visuals of the number of documents that have recently been uploaded and required to be populated to Project Users and Groups.
1. Navigate to Company Document Management
Navigate to the menu bar icon and click Document Management under Document Control.
2. Company Document Management - Overview
All Current Projects are listed on the Company Document Management board.
You can remove a Project from the board by clicking on the X.
The board is divided into two options (colours), manage document register and create transmittal via Smart Grid, please see outlined below;
Pending Acceptance
- The number of drawings or documents that are uploaded by consultants and require to be accepted or rejected into the Document Register.
- Click on the orange coloured circle to be taken to Document Register, to see how to accept or reject documents click here.
A list of pending documents will be displayed.
Revised Documents
- The number of revisions that are uploaded and required to be sent to project users to ensure they are working on the latest drawings or documents.
- Click on the blue circle to be taken to Send Revised Documents - to see how to Send Revised Document via Smart Grid click here.
Grid Rules Documents
- The number of brand new drawings or documents uploaded to the register. Uses the grid rules to automatically allocate the user or trade groups that need to receive these files.
- Click on the blue circle to be taken to the new Transmittal Grid - to see how to Send New Transmittal via Smart Grid click here.
Revised + Grid Rules Documents - compiling both categories together for transmittal via Smart Grid.
Related Articles
How to Accept | Approve Documents in the Register
When documents are uploaded by external parties, for example, a Consultant or Subcontractor, they are placed in a pending state until the company that controls the register accepts the documents. 1. How to Access the Pending Register Navigate to the ...Upload Revised Documents to the Document Register
Purpose Commnia offers the flexibility to upload files of any size, including various formats such as PDF, DWG, CAD, MS Excel spreadsheets, MS Word, photos etc. Uploading revised documents to the register is a straightforward process: users simply ...How to Attach Pending Documents to an Email
Files can be attached to the email directly from the document register, however, if you're visiting the Document Register via email and notice not all your documents are showing, it's probably because they have not been accepted for the Register. ...The Document Register Overview
Purpose Document Register with Commnia. Efficiently manage document revisions, promote collaboration, and maintain document integrity using Commnia's central repository for project-related documents with revision control. Consideration Only System ...Where are my Documents in the Commnia Document Register
If you're visiting the Document Register and notice not all your documents are showing, it's probably because they have not been accepted for the Register. When documents are uploaded by external parties, for example, a Consultant or Subcontractor, ...