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High Compliance Environment Help Center

Documents

Find out how to upload, send, update and review documents.

Documents Basics
Add Documents
Update Documents
Search within file content
Add Placeholders
Search for documents (new improved search)
Try the new upload experience
Preview a Document
File Naming Guidelines and Best Practices
Update (Supersede) a Document
Download a document from Aconex
View Document Activity
Transmit your document
Open and Review Documents in Aconex
Download multiple document files
Working with multiple documents
Restrictions when working with a large number of documents
Create a document upload profile
Upload multiple documents and move them into the Document Register
Upload and supersede documents using the Multi File Upload tool
What is a metadata file?
Upload and supersede documents using the Bulk Processing tool
Create multiple document placeholders at the same time
Working with Documents
What are placeholder documents?
What is a supersede candidate?
What are Temporary Files?
Create a placeholder document
Edit Document field values inline
Make a document in your register confidential
Uploading confidential documents
Transmit updated documents to people who have old versions using an auto update transmittal
View the Event Log to see which users have accessed or changed a document
Restore a previous version of a document
Duplicate versions of the same document
Access previous versions of a superseded document
What is a "locked document"? How do I lock or unlock a document?
Mark document as no longer in use
Manually update your document register from a transmittal
What is Related Items?
Viewing Related Items
Adding Related Items
Send a Print Request to a Print Shop
Search for Print Requests
View Print Requests as a Print Shop