Create Record Document Package dialog box

2 minutes
9 months ago
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Create Record Document Package dialog box

Use this dialog box to group record documents into packages for better organization and easier management of large drawing sets.

You must be a Document Controller to access this dialog box.

Name

Enter the name for the record document package.

Distribution

Click to open the Choose a Project Team Member dialog box to select the project team members assigned to the package.

Team members assigned to the package are pre-populated in the transmittal form when the package is issued.

Disciplines

Click to open the Choose Disciplines dialog box to apply disciplines to this package.

Status

Select the status of the record document from the drop-down list.

The default status for a new package is Draft.

 

Refer to the Document Control activity center topic for a description of these tabs.

 

Keywords

Click to open the Choose Keywords dialog box to assign keywordsIn Project Center, keywords are words you can add to project items to use for filtering and searching. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers and dialog boxes. You can then filter the list of items using the keywords to quickly find the items you are looking for, as well as do a project search for items containing the keywords. to this package.

 

To access this dialog box

While viewing packages in the Document Control activity center, click Create Record Document Package from the Tasks panel.

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