SmartGrid Rules - Copy Rules from Other Project

SmartGrid Rules - Copy Rules from Other Project

You can set up the SmartGrid with predefined rules for the system to automatically allocate documents to User Groups, however, to save you the time of setting them up from scratch you are able to copy rules from a different project.
You must be a Commnia Administrator to set up the SmartGrid Rules. 

1. Navigate to Grid Rules

Navigate to the menu bar icon and click Grid Rules under Operations.




2. Copy Grid Rules 

  1. Select the Project that you want to copy the rules from. 
  2. Select the project to copy the selected rules. In this example I want to copy the rules from Project AJR001 - Sheffield School Farm to C001 - Hillford Apartments.
  3. Select the rules you want to copy by clicking on each checkbox. You can select all by clicking the All button in the column header.
  4. Click on Copy to copy the document matrix rules to the other project.



Once you have copied the rules, you can now proceed with applying the rules to the new project. You and your team can use the Grid Rules for creating Transmittal, Tenders, Addendum or any other correspondence.

3. Edit Copied SmartGrid Rules 

You may also edit the rules that have been copied over, i.e., add /remove groups, document types etc.
Simply select your project, and access Grid Rules via Document Control. The rules copied will be displayed in the table.


  1. To edit, click on the pencil icon. the template will be activated. 
  2. To remove a rule click on the x
  3. To add more rules simply click in the panel and make your selection from the list.
  4. Click Save.


    • Related Articles

    • New Transmittal | Smart Grid | Apply Grid Rules

      Commnia’s Grid Rules - automated document distribution is driven by the intuitive document matrix. The grid allows for Transmittal to be created with ease utilising document templates, automated distribution rules and complete traceability. Commnia ...

    • Create SmartGrid Rules

      The Grid rules are a set of instructions that work with Commnia's SmartGrid to help you automate and send of documents faster and to the right people using intelligent automation. You can populate the documents and the recipients with the SmartGrid ...

    • New Tender Packages | SmartGrid | Grid Rules | Tender Automation

      Create your tender packages and distribute directly to your project trade groups using the Commnia SmartGrid functionality with automated distribution rules. The Grid rules are a set of instruction that works with Commnia's SmartGrid to help you ...

    • Auto Send Revised Documents | SmartGrid

      Commnia's Auto Send Revised Documents (Smart Grid) feature is used to create transmittal's based on history. The feature allows you to automatically identify document revisions that need to be sent to project users. To ensure the latest documents are ...

    • New Transmittal | SmartGrid |Manual Selection

      Commnia Transmittal Grid allows for Transmittal to be created with ease utilising document templates, automated distribution rules and complete traceability. 1. Create New Transmittal Grid Navigate to the menu bar icon and click Transmittal Grid ...