Once Drawings Files have been Uploaded to your Drawings Folder,  you have the option to  View and Edit File Information through the Item Information Panel.


To open the Item Information Panel, simply click to select an Item, then in the Right Corner of the Screen, click on the Blue Info Icon.  This will open the Item Information Panel. 




The Following Information is Editable in the Info Panel:


Drawing Sheet Name

Click on the edit pencil to the right of the Drawing Sheet Name to make the Name Editable.


Discipline

Click on the Discipline field to view and select an updated Discipline. 

Note: Discipline Options are set under Project Settings > PLANNER Settings > Trade  (When you Add or Edit a Trade, you have the option to Check "Make available as Drawing Discipline'. 


Version

Clicking on the Version in the Info Panel will open the Versions Window.  You have the option to Upload Newer Versions of the Selected File.   


Revision

Clicking on the Revision in the Info Panel will open the Revision Window.  You have the option to Upload Revisions of the Selected File.  

Note: Revision Preferences can be set under Project Settings > FIELD Settings > Revisions


Description

Click on the edit pencil to the right of the Description field to make the Description Editable.


Make available offline for device

Turning the option ON, will make the selected Item available for your devices even when the Device is offline.


Editing File Tags

You have the option to Add/Edit/Delete File and Location Tags for the Selected Item.  



Drawings Folder How To?

Drawings Home

How to Create a New Drawings Set

How to Upload Drawings - Desktop

How to Upload Drawings - Mobile

How to Access Your Latest Drawings - Desktop

How to Access Your Latest Drawings - Mobile

How to View/Edit Drawing Info - Desktop

How to View/Edit Drawing Info - Mobile

How to Add a New Drawing Version - Desktop

How to Add a New Drawing Version - Mobile

How to Revision a Drawing - Desktop

How to Revision a Drawing - Mobile

How to View the Drawing Log Report - Desktop


Drive Related How To?

How to Search Drive Files - Desktop

How to Search Drive Files - Mobile

How to Open Files in Smartapp Sketch™ - Desktop

How to Open Files in Smartapp Sketch™ - Mobile

How to Make Drive Items Available Offline


Drive Folders:

Schedules Folder in Drive

Drawings Folder in Drive

Sketch Folder in Drive

360 Folder in Drive

BIM Folders in Drive

Photos Folder In Drive

Videos Folder in Drive

Files Folder in Drive

App Files Folder in Drive

User Space Folder in Drive





Last Updated: Dec-16-20