How To

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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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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14 September 2015 by Tales Costa

How to add documents by spreadsheet in 3 steps. 1- Downloading a document class spreadsheet template. 2- Enter spreadsheet data. 3- Upload spreadsheet. 4- Check results

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05 August 2015 by Ricardo Pessoa

Engineering projects often require collaboration among people from different countries. Even if many are proficient in other languages, user productivity is greater if tools are in their preferred idiom. Currently supporting English, Portuguese and Spanish, eikondocs allows users to select their preferred idiom, on the fly.

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25 July 2015 by Tales Costa

What are allowed file types. How to define allowed file types.

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19 July 2015 by Sergio V. Greve

A workspace configuration can be captured by catalogs, which are XML files that can be exported and imported by Workspace Admins.

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