Add a revision number and other details to plans/files

The below data points can be added to plans/files in your document folders.

- In/Out
- Document type
- Revision no.
- Document date
- Author
- Recipient
- Sent/received date
- Approved by
- Date approved
- Subject code
- Document reference no.
- Incoming reference no.
- Linked reference no.

To add a revision number and other details to a file, follow the steps below.

Step one:  Go to a document folder

Go to your project documents and click on a folder.

Step 2:  Click the "ADD" button

Open the related file's "Details" dialogue to add a revision number or other details.

The "Details" dialogue for a specific file can be accessed by clicking the  button to the right-hand side of a file's status.

Tip: if files share identical revision numbers or other data points, you can add them to your files in bulk by selecting them and clicking the"ADD DETAILS" button, located inside the "OPTIONS" menu on the bottom toolbar.

Step 3:  Add details and save

Add all related details and click the "SAVE" button.

Once details have been added to files, the grey "ADD" button will change to a blue "EDIT" button in order to distinguish between which files have more information available.

For any questions about adding plans or files to a folder, shoot us an email at [e-mail] and our customer success team will be in touch.