"As a designer or general contractor, you can use the drawings module to:
The Drawings document window contains several tabs. The Revisions tab displays the latest revision information for the drawing. The Sets Containing This Drawing tab displays all sets that contain a particular drawing/document revision, including set title, its status, progress, and creation date. The Revision Distributed To subordinate tab identifies document recipients and the dates documents were sent, identifies the transmittal generated, and the number of copies distributed.
Buttons, Drop-Down Lists, Icons, and Links:
Edit Document
Click to edit the document.
If you clicked Edit Document 
, Edit Document - High Priority 
, or Edit Document - Low Priority 
, the document is already in edit mode, and the Edit Document button does not display.
Spelling 
Click to spell check the document.
This displays when you are in Edit mode.
Print Form 
Click to print a form.
Print Preview 
Click to display the page that will be printed.
Select an action
Click to display the list of actions you can perform on the current window.
Transmittals Queue
Click to display the items in the Transmittals Queue. From there you can select the create or remove functions that you want to perform on a transmittal.
User Productivity Kit
Click the User Productivity Kit link to launch the User Productivity Kit (sold separately), which you can use to view context-sensitive tutorials specific to the page you are viewing.
The Applicable Content checkbox will be marked. If specific tutorial content exists, select the appropriate link to display it. If specific tutorial content does not exist, clear the Applicable Content checkbox to choose from the list of available general tutorials.
Drawings Log
Click to return to the log window.
Control Center
Click to return to the Workspace.
General tab:
Drawing Number
Enter a number for the drawing. This field is editable only when adding a new drawing.
Title
The name of the item.
Designer
The name and contact initials of the company that designed the drawing. Click browse 
to open the Select Contact Dialog Box to choose the designer.
Issued Date
Click browse to select the date the drawing was issued.
Spec Section
The specification item that best describes this item. Documents can be sorted or filtered by their respective specification numbers so you can easily locate and view documents of a particular spec type.
The specification section codes are part of the MasterFormat standard coding system, which was developed by the Construction Specifications Institute (CSI) and the Construction Specifications Canada (CSC).
You can add a new specification section to this list by right-clicking on the top-level folder and choosing Dictionaries, Specification Sections.
Latest Bid Package
Select the bid package to which the drawing belongs from the drop-down list.
Latest Revision Number
The latest revision number for the drawing. The number from the Revisions section with the latest date issued appears in this field.
Latest Revision Date
The latest revision date for the drawing.
The latest date from the Revisions section appears in this field. If two revisions have the same revision date, the one with the highest revision number appears in this field.
Status tab:
Ball in Court
The person responsible for this item.
Priority
The priority level for this item, which will appear in the BIC’s Action List.
Phase
Select the current phase for the drawing.
Progress
Enter the percent progress on the design of the drawing.
Revisions tab:
Use the subordinate tabs on this tab to identify each revision of a drawing and the reviewers responsible for reviewing the drawing. New drawings start with no revisions.
Add
Click to add a new design revision.
The revision history is listed beneath Add. Click the revision number to go to that revision.
Details subordinate tab:
Revision Number
The distribution revision number for the drawing. Click Delete to delete the revision.
Revision Date
The date the revision was issued.
Title
The title of the drawing revision.
Received Date
The date you received the drawing revision.
Revision Distributed To subordinate tab:
Use this tab to distribute documents to project participants for review. The subordinate tabs on this tab indicate when and to whom documents are sent, identifies the transmittal generated, and includes the number of copies distributed.
Add
Click this to open the Add Distribution dialog box to add contacts to the drawing revision distribution list.
Copy from Previous Revision
Click to open the Copy From Previous Revision dialog box to copy the contacts in the drawing revision distribution list from the previous revision to this one.
This appears after you click Add in the Revisions section.
Distributed To/Distributed To Contact
The company and contact you sent the revision to. Click to open the Drawing Distribution dialog box. You can also click edit to open the Drawing Distribution dialog box.
Sent Date
The date on which the drawing revision was distributed. Defaults to today's date.
When a date is entered, Contract Management creates a transmittal for the revision when it is saved. The new transmittal is linked to the same issues as the drawing.
Transmittal
The number of the transmittal which was generated for the reviewer.
Contract Management automatically fills in this field when it creates a transmittal, and when you create transmittals from the Transmittal Queue dialog box.
Copies
The number of copies of the drawing sent.
Contract Management automatically fills in this field if you configured the Copies field in the Contact dialog box.
Paper Size
The paper size sent to each reviewer.
Contract Management automatically fills in this field if you configured the Paper Size field in the Contact dialog box.
Set
The title of the drawing set the revision belongs to.
The Transmittal Queue updates this field when it creates the transmittal.
Tracking Number
The tracking number for shipping from the transmittal linked to this distribution.
Click to open the shipping information in a new browser.
Issues (for this revision) subordinate tab:
Link
Click this to open the Select Issue dialog box to link an issue to this item.
Issue Title and Name
The names and titles of issues linked to this item. Click to open the Issue document window.
Attachments (for this revision) subordinate tab:
Attach File
Click this to open the Attach File dialog box to add an attachment to this invoice.
Attach from Repository
Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Repository Document and Attachment Version Feature for more information.
Attach URL
Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.
Note: If you are using the Firefox Internet browser, you cannot attach files when in File Server mode.
Attachment
The name of the attachment associated with this item. Click to open the attachment.
Subject
A brief description of the item.
Location
The location to which the file is uploaded.
Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.
File Size
The size of the attached file.
Date Attached
The date the file or link was attached.
Attached By
The user who attached the file or link.
Sets Containing This Drawing tab:
This section enables you to see all sets this drawing is included in, the set title, the revision number in the set, its phase, progress, and creation date.
Select
Click to open the Requisition Document Window to add this drawing to a drawing set.
Set Title
The title of the drawing set the drawing belongs to. Click to open the Requisition Document Window.
Revision Number in Set
The drawing revision number in the set.
Revision Date in Set
The date of the drawing revision in the set.
Set Date
The creation date of the drawing set.
Set Phase
The phase of the drawing set.
Set Progress
The progress percentage on the drawing set.
Details tab:
Discipline
Use the drop-down list to select the discipline to which the drawing applies.
Area
Use the drop-down list to select the area of the project to which the drawing applies.
File Number
Use the drop-down list to select the file number to which the drawing belongs.
Contract
Click browse 
to open the Select Contract Dialog Box to link a contract to this drawing.
Submittal
The submittal created from this drawing (if applicable).
Issues tab:
Link
Click this to open the Select Issue Dialog Box to link an issue to this item.
Issue Title and Name
The names and titles of issues linked to this item. Click to open the Issue Document Window.
Attachments tab:
Attach File
Click this to open the Attach File Dialog Box to add an attachment to this invoice.
Attach from Repository
Click to attach a document from the content repository. These documents are external to Contract Management, and are not part of the documents created in Contract Management. This link will not display unless the Contract Management administrator set the project content management properties to use the repository. See Configure the Content Management Version Document and Attachment Feature for more information.
Attach URL
Click this to attach a web address to the document. You can also launch an attached document or URL in its native application or delete an attachment.
Note: If you are using Firefox, and if the Attachment Storage Type for the project is set to File Server in the Contract Management Administration application, then you cannot attach files while the I am currently connected to the file server option in the User Settings dialog is selected. To open the User Settings dialog, navigate to the Control Center, right click All Projects, and then click User Settings.
Attachment
The name of the attachment associated with this item. Click to open the attachment.
Subject
A brief description of the item.
Location
The location to which the file is uploaded.
Note: If you get an error message indicating file not found, make sure the virtual directory specified in the Contract Management Administration Application is mapped correctly.
Path
The full path to the file.
File Size
The size of the attached file.
Date Attached
The date the file or link was attached.
Attached By
The user who attached the file or link.
Custom Fields tab:
This tab only displays when one or more custom fields have been defined for the module. Each custom field assigned to this module is shown with applicable values. Custom fields enable you to define additional information about a project. Define the custom fields by right-clicking on the top-level folder (All Projects), and clicking Custom Fields. Custom fields cannot be defined when any users other than the Contract Management administrator are logged onto the system. For more information, see Custom Fields Overview and Add Custom Fields.
Versions tab:
Use the Versions tab to maintain a history of your document changes. This tab only displays when you open the document in View mode, not in Edit mode (open the document by clicking the document name, not the Edit icon beside the document name). On the Versions tab, you can view and access previous versions of the selected document and identify who created the versions and when the versions were created. You can create and preserve a new version of the document at any stage during a project. To create a new version of the current document, choose Version Document from the Select an action drop-down list. You can use the Contract Management Administration Application to configure the Version Document feature to automatically create a new version of your document each time you save the document (see Configure the Content Management Version Document and Attachment Feature for more information).
Version
Lists different versions of the current document in reverse chronological order.
Click view 
to open each version. Each version shows the information available in the document when the version was created.
User Account
Shows the name of the user who created the corresponding version.
Date
The date on which the item was created or issued.
How to access this document window:
to add a new drawing document.
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Last Published Wednesday, June 17, 2015