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View Builder Documents

Check out the Intro to Document Mgmt to learn how to use Document Management.

Document Management users can perform many functions, depending on their security role:

 

 

To view documents:

  1. Click on the Home tab. The Home page opens.

  2. Click on the View Builder Documents link under the Builder Documentation section. The View Builder Documents page opens.

  3. Click on the down arrow next to a folder to view its subfolders. The down arrow changes to an up arrow.

  4. Click on the Folder Name to view the folder’s documents. The list of documents appears on the right side of the page.

View more information about the View Builder Documents page columns.

  1. Click on the Document Name link to view the document. A dialog box opens.

  2. Click the Open button to view the document. Or, click the Save button to save the document onto your computer.

 

To view the document history:

  1. Open the View Builder Documents page. Open the appropriate folder.

  2. Click on the History icon on the right side of the document row. The Document History pop-up window opens.

  3. The history displays the BuildPro or SupplyPro users who have viewed the document or saved it onto their computer as Read. If a newer version is uploaded, it displays as Replaced. If the document properties are edited, such as the Document Name, it displays as Edited.

  4. To view the original document that was uploaded, click on the Uploaded link under the Action column.

 

To edit an existing document:

  1. Open the View Builder Documents page. Open the appropriate folder.

  2. Click on the Edit icon on the right side of the document row. The Edit Document pop-up window opens.

  3. Edit the Document Properties as necessary.

  4. Click the Update & Close button.

 

To update (replace) an existing document:

  1. Open the View Builder Documents page. Open the appropriate folder.

  2. Click on the Update icon on the right side of the document row. The Update Document pop-up window opens.

  3. Click on the Browse… button. The Open File dialog box opens.

  4. Locate the updated version of the document on your computer.

  5. Click on the file to select it, and click the Open button. The file appears in the Browse… box.

  6. Click the Upload Files & Close Window button. The document appears in the document list in place of the previous version of the document.

  7. To view changes to the document, view the document's History.

 

To delete a document:

  1. Open the View Builder Documents page. Open the appropriate folder.

  2. Click on the Delete icon on the right side of the document row. A confirmation message appears.

  3. Click OK to delete the document. Or, click Cancel to close the message without deleting the document.

If you delete a document or hyperlink, it will no longer appear in the document list.

 

To upload a new document:

  1. Open the View Builder Documents page. Open the appropriate folder.

  2. Click on the Upload Documents button at the bottom of the page. The Upload pop-up window opens.

  3. Double-click the Add Files button. The Open File dialog box opens

  4. Locate the document you want to upload.

  5. Click on the file to select it. To select multiple documents, hold down the Ctrl key while clicking on each document.

  6. Click the Open button. The file(s) you selected appear in the Upload pop-up window.

  7. Click the Upload button. The Upload Documents pop-up window opens.

  8. For each document, enter a Document Name and Document Notes.

  9. Click the Update & Close button.

  10. After you have entered information for all documents, click the Update & Close button on the Upload Documents pop-up window. The new document(s) appears on the document list.

 

To upload a new hyperlink:

  1. Open the View Builder Documents page. Open the appropriate folder.

  2. Click on the Add Hyperlinks button. The Add Hyperlink pop-up window opens. The user can enter up to five hyperlinks at a time.

  3. Enter the Link Name, which will be displayed in the document list.

  4. Enter the Link Notes, which will appear as a tool tip when the user places the cursor over the link.

  5. Enter the Link URL, including the http:// or https://.

  6. Click the Test Link button to test that the link opens the correct web page. The web page opens in a new window.

  7. On the Add Hyperlink pop-up window, click the Update & Close button. The link appears in the document list.

 

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