Document Packages
How to Share Documents from the Document Register
Purpose Send Documents from the Document Register Consideration Anyone with access to the documents can share documents Steps 1. Access Document Register Navigate to the menu bar icon and click Document Register under Document Control. 2. Select the ...
How to Accept or Reject Obsolete Status | Web
A document will become Obsolete when a revision has been deemed as not current. Users can update any obsolete documents back into accepted or rejected status if required. Only System Admins or Document Controllers can accept or reject documents. ...
How to Remove a Document from Multiple Packages | Web
Only System Admins or Document Controllers can remove a document from packages. The Search bar is located on the main page of the document register. 1. Navigate to Packages / Labels filter and select the desired packages. 2. Select the document(s) ...
Full Document Register Access on Project Level to External Users via Project Register | Web
External users can be given access to the full document register based on a project. Navigate to Project Register under Operations. All your projects will be displayed: Select a project Click Users tab Toggle Full Register Access column to give users ...
How to Revert Accepted Drawings back into Pending Status | Web
Before proceeding with this article - the following steps below are only available for System Admins / Document Controllers If a user has unintentionally accepted a drawing, only the administrators and document controllers will be able to revert the ...
Collaboration During the ECI Stage | Web
In the world of construction, the Early Contractor Involvement (ECI) stage is a crucial phase where collaborative efforts lay the foundation for project success. During this stage, it’s essential to streamline the sharing and management of critical ...
How to View Location Drawings | Web
There are 2 ways to view location drawings by either navigating to Locations or the Document Register. Locations Navigate to the menu bar icon and click Locations under Quality + Safety. You can use the filters to search for a specific location. ...
How to Remove Locations from Drawings | Web
Only System Administrators or Document Controllers can remove locations from drawings. Navigate to the menu bar icon and click Document Register under Document Control. Remove a location drawing Click on the document you want to remove a location ...
How to Add Locations to Drawings | Web
Only System Administrators or Document Controllers can add locations to drawings. Navigate to the menu bar icon and click Document Register under Document Control. 1. Select the drawings you wish to add a location to. 2. Click Options 3. Select Add ...
Document Register Access per project for External Parties via Contacts | Web
In Commnia, you can grant project-specific document access within the register to an external user, ensuring they only see files relevant to that particular project. This access level simplifies collaboration, removing the need for multiple ...
How to Restore Deleted Drawing | Web
Only System Administrators or Document Controllers can restore drawings. Navigate to the menu bar icon and click Document Register under Document Control. Click the advanced filter icon. Tick the Deleted status and click Apply. All deleted drawings ...
How to Edit Drawings via Excel | Web
Navigate to the menu bar icon and click Document Register under Document Control. Select the drawings that you would like to edit by clicking on the checkboxes. Click on Options and select Edit. Click on Edit with Excel. A pop up will open: 1. Click ...
How to Link Documents in the Document Register | Web
Purpose Embedded within the document registry system, the Automatic Document Links feature streamlines how users interact with and navigate through interconnected documents. By leveraging Optical Character Recognition (OCR) technology, Commnia scans ...
Show/Hide Annotations in a Drawing via Document Register | Web
Users can view any previous annotations that have been sent out on a drawing made from the Inbox or Workflows in the Document Register. Navigate to the menu bar icon and click Document Register. Click on the magnifying icon to view the drawing. Once ...
How to Create QR Code for your Package | Web
In Commnia you can create QR Code for Packages allowing you to share it with your external stakeholders for easy access. This also allows you to modify the documents in the package without having to constantly share different links as long as you've ...
How to Share Document Register Files with QR Code | Web
The QR code and link will only be available to users that already have access to the folders in the Document Register. Navigate to the menu bar icon and click Document Register under Document Control. Navigate to the files, you wish to create a QR ...
How to Export Selected Documents from the Document Register | Web
Commnia's Document Register allows you to select multiple documents and export them into Excel. 1. Access Document Register Navigate to the menu bar icon and click Document Register under Document Control. 2. Select Documents You can use the Document ...
How to Use Document Register Filter | Web
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. ...
How to Edit Received From via Document Register | Web
Document Controllers and System Admin are able to edit who supplied the documents by changing 'Received From'. Navigate to the menu bar icon and click Document Register under Document Control. 1. Select the documents that you wish to change, navigate ...
Export Register via Document Register | Web
Commnia lets you export the complete history of any documents in the document register. Access the Document Register Navigate to the menu bar icon and click Document Register under Document Control. Navigate to the right side and click Report. You ...
How to Compare Document Revisions | Web
Users have the ability to compare different revisions from the same drawing. This feature is only available on PDF Documents Navigate to the menu bar icon and click Document Register under Document Control. Select one drawing for which you want to ...
How to Reinstate Drawings that have been Rejected | Web
Before proceeding with this article - the following steps below are only available for System Admins / Document Controllers If a user has unintentionally rejected a drawing, only the administrators and document controllers will be able to reinstate ...
How to Merge Documents in the Document Register | Web
Merging documents is only used when there are previous revisions in the system and a user has accidentally uploaded the latest revision with an incorrect document number. Example: We have 2 revision for Doc No AB1100; A and B (B is the latest ...
How to Change Received From when Uploading into the Register | Web
In the case that an external company needs the builder to upload documents on behalf of them. Documents controllers and System Admins has the ability to assign/change the "Received From' based on which company supplied the documents. For this reason, ...
How to Change a Document to the Latest Revision | Web
Only Administrators or Document Controllers can change any uploaded documents to become the latest revision. 1. Access Document Register Navigate to the menu bar icon and click Document Register under Document Control. The green checkmark next to the ...
How to Access Document Packages | Web
There are 2 ways to access packages; Search bar and Document Register Filter. The Search bar is located on the main page of the document register. Navigate to Packages and select the desired package. Alternatively, you can navigate to the Document ...
How to Attach Document Register Packages From an Email | Web
Email Packages If you would like to attach packages to send in an email follow these steps: 1. Access Email Navigate to the menu bar icon and search Email, click on the desired email category. 2. Select Packages Under Attachments, select Register to ...
How to Attach a Package to an Email via Document Register | Web
When a document package is created in the document register, users can attach these packages when composing a new email. Click here to learn how to create a Package. 1. Access Document Register Navigate to the menu bar icon and click Document ...
How to Delete a Package | Web
Before proceeding with this article you must have existing packages. Learn how to create Commnia Packages here. Only System Admins or Document Controllers can delete a package. The Search bar is located on the main page of the document register. ...
How to Remove a Document from Packages | Web
Additional information on how to create packages can be found here. Only System Admins or Document Controllers can remove a document from packages. The Search bar is located on the main page of the document register Navigate to Packages / Labels and ...
How to Delete Documents from the Document Register | Web
Before proceeding with this article - the following steps below are only available for System Admins / Document Controllers When a document has been deleted, members of the Document Controller List will be notified. Select the document(s) you would ...
How to Create Document Packages | Web
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 ...
Document Register New Layout Overview
Commnia's' document register is the central repository of project-related documents with the added feature of document revision control; assisting you with ensuring all relevant project teams are working from the most recent revision. Document ...
How to Edit Document Details in the Register | Web
Save time and mass edit document details in document register with find and replace function. Here you can modify the Document Number, Revision, Description, Discipline, Type & Status. If you have Multiple Documents selected, you are able to mass ...
How to Compare Two PDF Documents and Highlight Differences | Web
Commnia provides a powerful feature allowing you to compare two PDF documents and highlight the difference, changes quickly and easily. 1. Access Document Register 2. Within Document Register, Select Files and Compare Once you select the two files, ...
Export Transmittal Sent to Selected Companies via Document Register | Web
Commnia lets you view a complete history of all documents sent to the selected company. You can view a complete history of all documents sent by Email via Commnia Document Register and generate a report. 1. Navigate to Document Register Navigate to ...
How to Attach Pending Documents to an Email | Web
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. ...
Edit Details of Recently Modified Documents Before Approving into the Document Register | Web
When users make changes to document details, you may want to edit some details before these changes are approved and updated in the Document Register. This article will cover how to view, edit and save changes. Please Note: This article is for ...
How to Download Selected Documents from the Document Register | Web
Purpose Commnia's Document Register allows you to select multiple documents and download them in different formats. This feature allows for convenient and efficient retrieval of multiple documents simultaneously. Steps 1. Access Document Register ...
Edit Document Details in Document Register | Web
Purpose Commnia's Document Register provides a mass edit function that enables users to modify document details that have been uploaded and classified or labelled incorrectly. With this feature, users can easily update information such as Document ...
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