Document controlling is exactly the same in each of the different frameworks as well as in the Document Management System (DMS).
To view the documents linked to a specific framework:
1.Select a framework using the Framework Selection Button.
2.Select one of the Classifications displayed on the Ribbon Menu to bring up the documents you want to work with.Your documents will be displayed with status symbols and information such as their revision number and review date.
Tip |
You can rearrange the information columns by dragging and dropping them with your mouse. You can also group your documents by information type by dragging the header of that column to the space just above the document list. |
Document Options
Right click on a document to gain quick access to the possible actions available for the document. The possible actions are as follows:
View - Open the document in read-only mode. This replaces the Edit option if the document is approved.
Edit - Make changes to the document. This is only available for non-approved documents. (See Editing Documents.)
Copy - Copy the document and paste it into a DMS folder. Note: This does not duplicate the document but creates a link to it. See Copying Documents to learn more.
Copy Hyperlink - Copy a link to the document so that you can share it internally via email or a web browser. Note: This feature is limited to how the Document Portal has been installed and configured and is only for approved documents that have been published publicly. (See Publishing)
Print - Print a document with a watermark. (See Printing for more information.)
Print Controlled - The document will be printed as it is displayed on your screen.
Revise - Revise a document that has been approved. (See Revising Documents.)
Approve - Approve a document.
Export - Export a document in its original format or as a PDF.
Convert to Template - Convert a document into a template that can be applied to other documents. (See Templates for more information.)
Delete - Delete a document. Once a document has been deleted it can be undeleted.
Undelete - Recover a document if you delete it by accident. (See Document List Viewing Options to show deleted documents)
