Manage Documents

Tasks

Steps

Edit Document

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Navigation Path

DM  >  Profile > Edit

Notes

Profile link appears throughout the BT application in multiple modules and screens.

The ability to edit a document is dependent on the users document permissions.

Steps

1. Select the Edit link.
2. The editable fields are:
1. Folder
2. Name
3. Description
4. Document Type
5. Protected
6. HBHP Default
7. Trade Partner Default
8. Comment *required
3. Select the Save button to save the changes

Download Document / Email

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Navigation Path

DM  > Profile > Download

Notes

Download link appears throughout the BT application in multiple modules and screens.

Download link launches the application the document was created in and displays the document to the user

Steps

1. Select the Download link.
2. The application launches and the document is displayed.

Replace Document

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Navigation Path

DM  > Replace

Notes

Replace link appears throughout the BT application in multiple modules and screens.

Replacing a document replaces the document file but does not change the document name, folder, or document type.

The ability to replace a document is dependent on the users document permissions.

Steps

1. Select the Replace link.
2. Enter a comment *required.
3. Select the new file to upload.
4. Select the Save button to upload the document.

Associate/ Unassociate Projects

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Navigation Path

DM > Profile > Associate/Unassociate Projects

Notes

Unassociate link appears throughout the BT application in multiple modules and screens.

Steps

1. Select the Associate/Unassociate Projects link.
2. Select the Associated or Unassociated tab.
3. Select individual projects to relocate to opposite tab by selecting the applicable checkbox or use the Select All button.
4. Select Save to continue or Cancel.

View Document / Email

Notes

Document name appears as a selectable link throughout the BT application in multiple locations [modules, screens, lists], associated to various entities.

Document name link launches the application the document was created in and displays the document to the user

Steps

1. Select the document name link.
2. The application launches and the document is displayed.

Associate Existing Document

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Navigation Path

DM > Associate Existing Documents to <entity>

Steps

1. Select the Associate Existing Document link.
2. Use one or more of the following parameters to search for a document:
1. Project Name - select from the drop down
2. Document Name - enter in any part of the document's name
3. Document Author - enter in any part of the authors first or last name
4. Document Description - enter in any part of the document's description
5. Document Folder - select from the drop down
6. Document Type - select from the drop down
7. Create Date - enter the date in the format '00/00/0000' or click the
8. Last Modification Date - enter the date in the format '00/00/0000' or click the
3. Click Search or Reset.
4. The list of documents that match the search parameters will be returned.
5. Select the document(s) by selecting the checkbox on the left of the document.
6. Select Associate.

Delete Document

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Navigation Path

DM > Project document list > Delete

Notes

Delete link only appears in DM module at Project Document List.

The ability to delete a document is dependent on the users document permissions.

Steps

1. Select the Delete link.
2. The document is deleted from the Project Document List.

Check For Errors

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Navigation Path

DM  > Profile > Check for Errors

Notes

Check for errors link checks the document syntax errors.  No other types of errors (e.g., spelling, grammar) will be checked.  Once the link is clicked, a pop-up window appears that indicates either "No Syntax Errors Found" or generates a list of any detected errors.

Add Comment

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Navigation Path

DM > Profile > Add a Comment

BT users and trade partners can add comments to the current version of a document which is tracked in the document log.

Steps

1. Click the Add a Comment link.
2. Enter the comment
3. Click the Save button to save the comment in the document Log.

Visibility Wizard

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Navigation Path

DM  > Profile > Visibility Wizard

Notes

The visibility wizard allows the user to associate a document to multiple entities at the same time.  The entities that a document can be associated to in this function are lots, trades, and plans.

Lots: document can only be associated to lots in Projects already associated with the document [at time of create or edit].

Trades: if a trade is selected to associate the document is associated with that trade in all Projects regardless of current project association.

Steps

1. Click the Visibility Wizard link.
2. Check the entities to associate the document with.  NOTE:  The Select All button will populate all of the check boxes for the items displayed in the list.
3. Click the Associate button to associate the document to the items and continue selecting other entities or the Associate & Exit button to save and return to the previous screen.

Search Documents

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Navigation Path

DM > Search

Steps

 1. Use one or more of the following parameters to search for a document:

1. Project Name - select from the drop down
2. Document Name - enter in any part of the document's name
3. Document Author - enter in any part of the authors first or last name
4. Document Description - enter in any part of the document's description
5. Document Folder - select from the drop down
6. Document Type - select from the drop down
7. Create Date - enter the date in the format '00/00/0000' or click the
8. Last Modification Date - enter the date in the format '00/00/0000' or click the . The last modified date on the DM Document List and Document Profile Screen display the last date a document was uploaded, replaced or properties edited. If interested in checking the last time a document was uploaded or replaced checking the document log on the profile screen provides this information.

2. Click Search or Reset

3. The list of documents matching the search parameters will be returned.