Documents

Document basics

Opening a Document transmittal

Open document transmittals from an email notification or the Unread Transmittal list on the My Tasks page.
Uploading a single Document

Upload a document to your organization's register, and then transmit it to other organizations, or upload another document with similar information.
Search Documents

Use document search criteria fields to find documents in your organization's register, and then choose the appropriate opening method.
Superseding a single Document

Upload a new document revision to make changes to an existing document, or to change the information about the document.
Transmitting a Document

To enable project members from other organizations to view a document, you'll need to transmit it to them.
Run and save document reports to Excel

Export document reports to Excel for further processing, if required, and printing.
Get started with documents quiz

Think you know the basics of how to use Documents? Why not test out your new-found knowledge?

Configure the layout of your search results

Choose the fields included in your search results list and change column order and sort order to create a custom report you can save for future use.
View all document events

The event log lists all events related to the document in your organization.
Send a print request to a print shop

Request a print shop to print the selected documents from a search result list or transmittal. You can choose delivery and payment options.

Create a document profile for uploading documents

Use a document profile to specify and apply common tags when uploading multiple documents. You can also map file paths to document fields.
Upload multiple documents into Aconex

Easily upload files from your computer or local network to Temporary Files in Aconex, from where you can save them into your Document Register.
Create multiple documents

Upload a number of candidate documents into Temporary Files, set document field values for multiple documents, and move them to the document register.
Transmitting a Document

To enable project members from other organizations to view a document, you'll need to transmit it to them.

Create a document profile for uploading documents

Use a document profile to specify and apply common tags when uploading multiple documents. You can also map file paths to document fields.
Upload multiple documents into Aconex

Easily upload files from your computer or local network to Temporary Files in Aconex, from where you can save them into your Document Register.
Update multiple documents using document number matching

Update documents by matching the candidate document number in Temporary Files to the document number in the Register.
Updating multiple documents using manual file selection

Choose the replacement file from Temporary files for each document you want to supersede, or change existing document information.
Transmit updated documents

Easily transmit the latest document revision to all or selected recipients of previous revisions.

Create a document profile for uploading documents

Use a document profile to specify and apply common tags when uploading multiple documents. You can also map file paths to document fields.
Upload multiple documents into Aconex

Easily upload files from your computer or local network to Temporary Files in Aconex, from where you can save them into your Document Register.
Create a metadata file for bulk processing

Download a metadata template file and complete it with your document information as the first step in making bulk document uploads faster and easier.
Create and run a bulk processing job

Test and run your document metadata file to quickly and easily upload multiple documents to your register.

Open a document with the online viewer

Use the online viewer to open a document when you don't have the associated application installed on your computer.
Markup changes to a document with the online viewer

With AutoVue for Java you can collaborate and markup a document without installing the associated application.
Compare two versions of the same document with the online viewer

Use the online viewer to compare two versions of the same document or two different documents, without installing the associated application.

Open a share notification from My Tasks

Document share notifications list documents that have been shared with you, or documents that are no longer shared with you.
Share status indicators in document search results

The Share column in the document search results indicates whether a document has been shared or not.
Share documents to all organizations on a project

You can permanently share documents to all project members.
Add users to the target list for a shared document

Share documents with specific members of your project, and choose who can supersede the document.
Remove users from the target list for a shared document

The selected documents are no longer shared with the removed project members.
Create a share folder structure

Use a folder structure to organize and group the documents you want to share, and manage access to these shared documents at the folder level.
Add users to the target list for a share folder

All documents in the folder are shared with the project members on the target list.
Remove users from the target list for a share folder

All documents in the folder are no longer shared with the removed project members.
Link documents to a share folder

Link documents to a shared folder to enable users in other organizations to view them.