To view the approval process history of a specific file, including any promotion, approval or rejection notes, users can follow the below steps: Find the file in the file vault and select ‘view more information’ to expand file details. Find Revision and select ‘See full history’ for every version/revision or Notes History and select ‘View’ for notes for most recent approvals. See full...
read moreCurrently there are three opportunities for notes to be added during the approval process When file is promoted – The user who promotes a file will be presented the opportunity to add notes when promoting. Upon approval – The user(s) assigned as approvers have the ability to add notes when approving files. Upon rejection – Additionally, approvers have the ability to add notes when rejecting...
read moreAs of Feature Pack 5.0, we have added the ability to label each stage, between areas, in the approval process of a project (Step 5 of project set-up). If stages are not named they will default to stage 1,2,3 etc. This will be reflected in the file history of each file as it passes through each...
read moreBIM Standards (most recently ISO19650) state that a document's Role determine its related discipline. For example, a role of A means the document is of an Architectural nature. Documents can now be reviewed by specific people for their discipline (Role). In step 5 of the project setup screen, the set of reviewers by default will cover "All Roles". You can add one or more discipline-based approvers by clicking the button on the top right of the...
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