Document Management Overview

In the following article you will find an overview of the TP CDE document management. Which offers a solution to provide and distribute all documents during the developing, planning and construction phases of your project. 

You will find two different filters for documents in the navigation area by navigating to Document Management - Project Documents:


  • Public documents - here you will find all uploaded documents marked as public
  • My documents - here you will find all documents uploaded for specific recipients which are not public


The visibility of a non-public document in the project room is defined by the sender/recipient principle. All Members who are involved in the communication (meaning they are either creator/recipient of the document or were put in cc) can find the document and access it.
This manual will show you how to upload a new document, set the visibility in the project room and edit it.


You can find out how to set up a new document, set the visibility in the project room and edit documents in the other linked articles on document management.

Screenshots are an example. The interface of your platform may look different, but the processes remain the same.

Some of the functions shown may differ slightly depending on the release version of your project room.

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