Naming your plans/files

Document codes are used to uniquely identify each plan/file and allow for automated version control when superseding plans/files with newer versions. 

For plans, document codes should exactly match the "drawing number' displayed in the sheet.

Document codes for other types of files should be added in a similar (or identical) format than those of construction plans (i.e. alphanumerical codes).

To add a document code to your files, edit the filename in your file explorer and start by typing your document code, followed by a semicolon (;), then the document's description.

For example: 

See the below example of files that have been named correctly in a users device.

If your files are named correctly, document codes will automatically be captured and populated for you to save time when they are added to a document folder in your project. 

Alternatively, you can use our Auto-label (OCR) tool to scan your plans and automatically populate your document codes and other data points.

For any questions related to naming plans or files, shoot us an email at [e-mail] and our customer support team will be in touch.