Category: Videos

File number display length
August 27, 2019

In the project setup (step 4 - BIM), administrators can now define how many digits their document file numbers will display with. The options are 4, 5 and 6 digits, as per requirements defined in the UK annex of ISO-19650. If your project has the display length set to 4 digits, 6 digits numbers can still be uploaded and displayed, it just means by default smaller file numbers will only be padded to 4...

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Two-Factor Authentication
August 27, 2019

Used to protect projects with an extra layer of authentication. Each user trying to access the project must prove they are who they say they are by having access to the registered email inbox. User will receive a code to the email address registered on their account. You can check the status of the email with the code by clicking on the link. Be sure to check your junk and spam folders in case the email went into them. Each code will last for 45...

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Folder Download Permission
August 27, 2019

Previously, only users with update access or information manager status could download files. Now in step 3, User groups can be given specific download permissions for particular folders. The folder permissions for all child folders can be set with the permissions button at the top level. It is now possible to have users which can view and download but not update, and a wide range of other permission...

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Discipline-based Approval Process
August 27, 2019

BIM 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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Daily Document Summary
August 27, 2019

Getting too many document alert emails? Our daily document summary feature allows you to change the frequency of document alerts to once per day. At 7PM daily, a summary of all the documents added, updated or promoted within the project will be delivered to your email inbox. In the summary, users will only receive information about the documents with a role their user group is associated with and they have the correct folder and area permissions...

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Email Tracking
June 17, 2019

Since Feature Pack 4.7 (June 2019), we track all emails sent out from and in to our system from a User's email program. Emails are sent from and to Sherlayer in a wide range of scenarios. You can view all the tracked email types here. We track whether emails are delivered, what time they are delivered, how many times they were opened, what time they were last opened, how many times links were clicked and the last time a link was clicked in the...

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Copy Existing Project
June 3, 2019

Many companies have a 'template' project with a bare-bones folder structure and set of files which are copied over when a new project begins. When creating a new project, you may import settings from an existing project:  This drop down list is used to choose an existing project to import settings from. This will import the following: User groups including project members, group area permissions and roles for document alerts. Folder Structure...

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Using a Custom Logo
April 1, 2019

Using a custom logo 1) Click the "Settings" 2) Scroll the setting page to the lowest bottom and click the "Choose File" button. 3) In your folder dialog, choose a logo and click "Open". 4) Click "Set as logo" when you ready to...

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Uploading New Files
April 1, 2019

Are you trying to upload files? See the 5 easy steps down below. 1. Go to your project -> click the "File Vault" button (see below). 2. Click the "Upload Files" button (see below). 3. We have multiple ways to upload new files, you can drag your files right into the web browser or click the blue “Browse for file(s)” button, see down below. 4. In the file dialog, select a file that you want to...

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Managing contacts
April 1, 2019

Managing contacts 1) Go to your project > click the ">" button 2) Click the "CONTACTS" button On the contact page, you can access a lot of function to manage your contacts; Find a contact to do so by entering people name into the "find a contact" bar.or click the down arrow at the right hand of the page to find a contact with a group.Add contacts by clicking the "Add Contact" button.then fill in all...

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