How to Send Drawings via Document Register

How to Send Drawings via Document Register

Attach drawings to a new email from the Document Register. 

Access Document Register

From Home, select Document Register.

document register

Selecting Drawings 

From the Document Register, you can either select All Disciplines or a specific discipline folder. 

document register

Once we have selected a discipline folder, choose your desired drawings by selecting the checkboxes. 

document register

Once you have selected your drawings, tap on the ellipsis icon (...) on the far right.
Select Send with Correspondence.

send with correspondence

An email template will appear with the selected drawing(s) attached, simply fill in the required fields and tap Send.

send with correspondence

    • Related Articles

    • Document Register Overview

      1. Accessing the document register To access the document register, you must first select a project and navigate to the home screen. Additional details located here. You can either search or manually scroll to select a project. Once you have selected ...
    • How to Mark Up and Send a Drawing via Document Register

      Users can mark up a drawing(s) and attach it to an email from the Document Register Access Document Register From Home, select Document Register. Select Drawing or Document You can select a drawing or a document to mark up by tapping anywhere on the ...
    • How to Mark Up a Drawing from Email

      From Home, select Inbox. Tap the + button to create a new email. The email template will appear. Select Attachments and tap Markup Documents. Documents from the register will open. Tap the pen icon inline with the file name to start marking up a ...
    • How to Add Attachments to an Email

      From Home, select Inbox. Tap the + button to create a new email. Tap Attachments. A list of items that you can attach to the email will be displayed. 1. Camera Take a photo. You'll be given 2 options, either to Retake or Use Photo. Tap Use Photo and ...
    • How to Save Drawings and Documents for Offline Access

      Users can access offline drawings anywhere by downloading the drawings. Access Document Register From Home, select Document Register. From the Document Register, select the folder where the document is located. In our example we will use All ...