How to Use Document Register Filter
As a default, only current documents are displayed in the list. The document register is broken up into 2 main areas; the document register filter and the list of documents.
1. Document Register Filter options are hidden when you first open the page. You are able to show/hide this area by clicking on the Filter icon
2. Reset any filters that have been applied
3. Click Search for filters to be applied
4. However for quick filter options the three most used search bars and upload date are always visible
- Document Number/Description - filter by using keyword searches of Document Number
- Document Type - Commnia Document Register allow for the management for all document types. Some of the document types include; Drawings (PDF), DWG, Reports, Specifications etc.
- Discipline - Example; Architectural, Mechanical, Electrical
- Packages - to view created packages
- Upload date - filter the date by Today, Last 7, 14, 30 days
All the items in the filter lists can be customised by your company, including; Discipline, Document Type and Status.
1. Document Register Status - approved, pending or rejected documents. Click on the dropdown to filter. You can multi-select the status
2. Status - Example, DA Approval, Tender, CC Issue
3. Packages - Select the package you wish to view
4. Sent To - Select Company from the list to filter by the company that it was sent to
5. Reason and Revision - Click in the text box and enter the search terms to filter the list of documents
6. Uploaded By / Received From - Select Company from the list to filter by the company that uploaded documents
7. Date Filters - There are multiple date filters available based on either the Revision Date, Accepted Date or Upload Date
If you select a custom date range, the option to enter a start and end date appears. Click on the relevant date field and select the desired date.
The final filter options are to show My Documents, Deleted or Letter of Intent.
8. My Documents displays a list of documents that you have uploaded to the register
9. Deleted shows all documents that have been deleted from the register
10. Letter of Intent will display all documents that have been added to the letter of intent register
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