viewing Additional Document Functions

You can view additional information for each document by opening the document and using the document’s tabs.

See the links below for information on additional document functions.

Viewing User Access

View user access to a document from within the document.

To view user access:

  1. Open the document.

  2. Click the User access tab.

    User access tab view

  • The format columns indicate what file formats each user has access to.
  • The access from column indicates how that user was given access.

Viewing Document History

View document history from within the document.

To view document history:

  1. Open the document.

  2. Click the History tab.

    History tab view

    • Use the search box to filter document history.
    • Print or export the document history by clicking the print or export icons in the top left corner of the screen.

Viewing Document Review Status

View document review status from within the document.

To view document review status:

  1. Open the document.

  2. Click the Review Status tab.

    Review Status tab view

  • Only documents that are awaiting review or release will have a review history tab. This shows who the document is currently sitting with in the workflow.
  • You can only view the history tab if you have the appropriate access level.

Viewing Links

View a summary of links in a document.

  1. Open the document.

  2. Click the Links tab. The Links page opens to the Document tab

Use the Documents tab to see linked items. Click the link to go directly to the linked item. Values in the Link type field indicate whether a link was added manually or from the file viewer annotation feature.

Use the Submittal Deliverable tab to see the submittal numbers and deliverables.that the document is linked to. You can click on the submittal number to go directly to the submittal or the deliverable number to directly to the deliverable.

Viewing Transmittal History

View transmittal history from within the document.

To view transmittal history:

  1. Open the document.

  2. Click the Transmittal History tab.

    Transmittal History tab view

Click on the hyperlink to view the transmittal.