Document Management Overview

TP CDE Document Management offers a solution to provide and distribute all documents during the developing, planning and construction phases of your project. Store all of your project information on one central platform and make it accessible and easy to find for all your project partners.

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

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  • 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

Note

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.

Screenshots should be seen as examples. Your platform may look different and the input fields may be named differently, however, the processes remain the same.

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