Process documents

Processing documents lets you prepare your deliverables. After documents are processed, they are added to the Documents register.

The quality checks and validations concern the metadata and links. Use your reviews to check for errors in the documents themselves.

1. From the Deliverables page, select one or more deliverables to process.

   • To process all documents in a deliverable, select a deliverable using the check box.

   • To process selected documents in a deliverable, click the Documents icon for a deliverable, and then select the documents from the list.

2. Select Process documents from the Actions menu. Update the metadata for the documents as required.

3. Click Validate to ensure there are no errors in the metadata.

4. Click Process to finalize the processing of the documents and adding them to the Documents register. The Document Received Date dialog box opens.

5. If you want to update the received date, enter a date, and then click Update. If you do not want to update the date, click Do not update. The Process documents dialog box opens indicating the documents have been saved.

6. Indicate whether you want to create a transmittal with the saved documents. See Transmittals for information about completing the transmittal.

You can view the documents from the Documents register or from the Deliverables page.

Process documents that were delivered against a submittal without a deliverable. Processing documents adds them to the Documents register.

Use these steps process documents that were delivered against a submittal.

1. From the Documents page of the submittal, select one or more documents to process.

2. Go to the Actions menu, and then click Process documents.