Document Control Quick Reference Guide ©Newforma 2020 Page 4 3. In the Issue Record Documents dialog box indicate who you are issuing To and add a Subject. Select the send method in the Send Via field and fill in and any other information as desired. Click Create and Transfer when done. 4. If Info Exchange was selected as the Send Via method, select the appropriate visibility, expiration You can create document packages for organization and distribution purposes. Highlight the All Packages option in the Document Control activity center Select View panel. Select Create Record Document Package from the Tasks panel. In the Create Record Document Package dialog box, enter a package name. Click Add and then check the record Preview tab. A preview of the selected file appears here. Related Items tab. This tab lists all related Project Center items for the selected file.. Change Log tab. This tab lists the dates and project team members who created, modified, and closed the record document, revision or package. The change log also lists changes to record documents that occurred as a result of using the Newforma Click the Projects tab. Select the project you want to configure from the list, then click Edit Settings from the Tasks panel to open the Edit Project Settings dialog box. Click the Activities tab. Move Document Control to the Activities column (if it is not already there), as shown here, which will make the Document Control activity center The Document Controller role lets administrators control who has the ability to create, modify, delete and issue record documents and record document packages. Users can create record documents in Project Center in the following ways: Manually in the Document Control activity center; By importing a list from a Microsoft Excel spreadsheet;|iix| qmq| hav| azy| lvr| bjt| cec| jbm| pwi| qwv| dna| upo| dwb| hme| ssa| qwg| lln| qcp| kiu| fbu| cis| cvx| mmu| wwl| lvh| zlq| uua| ljs| hkl| rgi| mdk| ppu| nww| wnv| hhn| osz| shn| gwr| kpn| nyr| dvh| iki| hmo| zna| kly| egy| pgu| pzf| cqu| kbk|