How to Create Document Packages

How to Create Document Packages

Packages has the ability to allow users to store different types of discipline drawings into one folder for easier access without having to search for each related document individually. 


How to Create Packages

1. Access Document Register 

Navigate to the menu bar icon and click Document Register under Document Control.



2. Select Documents 

You can utilise the Search bar or Document Register Filter to help find your files easily.



Select the documents you would like to add to your package.



3. Adding to the Package 

Once you have selected the documents, navigate to Packages towards the right of the screen and select Add to Package / Label.



After clicking Add to Package / Label, the Packages window will appear as below.

Creating a New Package allows you to generate a folder for your related drawings
  1. Create a Package folder - "+ New Package / Label" button
  2. Enter folder name 
  3. Click on the check icon to save the folder name
  4. Click Save to finalise the creation of the package
Alternatively, you can select an existing package folder and save the selected documents into the chosen package



Learn how to access your packages here

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