Document Control vs. Document Sets vs. Record Documents

Document Control

Use document control to store and access sheets and their revisions, including sheet meta data (number, title, size, etc) and related files. You can track when you issue sheets and who they were issued to, and send them through Info Exchange. Revisions are tracked in Project Center. Each item in the Document Control Activity Center is referred to as a record document. An external team member can access the record documents on Info Exchange. See Document Control (Record Documents) Overview for more information.

Document Sets

Document sets provide a live link to project files anywhere on the network. The use case for document sets is to collect information in one place (the Project Document Sets activity center) for a targeted purpose (research for litigation for example). Files are not moved from their original filing location, enabling you to follow your firm’s practices for filing information on the file server. See Document Sets Overview for more information.

Record Copies

Record copies are .ZIP files created by Project Center that contain copies of project files. The are available in the Record Copies activity center. See Record Copies Overview for more information.