14 December 2015 by Tales Costa 

This tutorial shows how to create a new document class on eikondocs based on business requirements and definitions presented for Project X document class template. In the first part of this tutorial we saw how to create a new document class and how to configure class attributes. Here we will show how to define a life cycle for this new document class:

  1. Attributes configuration
  2. Life cycle configuration
  3. Permissions configuration

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08 December 2015 by Ricardo Pessoa 

 click here for a step by step example on issuing transmittals

Within construction and engineering projects, it is common to use document transmittals to formally send multiple documents to project stakeholders.

Usually following a pre-planned distribution, transmittals are used to register when, where and by whom a document pack was sent and received.

Some of its uses include RFP´s to suppliers, specs for subcontractors, safety and contractual obligations, often tied to payments.

Creating a transmittal is usually a hard and time consuming task, prone to errors, and with direct consequences to your project due dates and cash flow. In eikondocs, this is easy and fast.

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02 December 2015 by Ricardo Pessoa 

Document transmittals are a way to formally send multiple documents to project stakeholders.

Most transmittals follow a pre-planned distribution and provide an audit trail of when, where and by whom a document pack was received.

Here we present how a transmittal is created, issued and sent within eikondocs using a special document class, Manifest.

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19 November 2015 by Tales Costa 

In this tutorial we show how to create a new document class on eikondocs based on business requirements and definitions presented for Project X document class template. For easier reading we split the subject in 3 parts:

  1. Attributes configuration
  2. Life cycle configuration
  3. Permissions configuration

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05 November 2015 by Tales Costa 

The Search/Quick search option is available on eikondocs menu bar and provides an easy way to find documents by searching a keyword on documents attributes.

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