Table of Contents : |
How do I add new a Document Group?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab. | |
3. | Select the Client for which you want to activate Technical Specification. | |
4. | Click on View icon. It will open new window. | |
5. | Hover on Controls button and Click on Manage Document Groups Tab. It will open Document Group page in a new window. | |
6. | Opens a new window for Manage Document Groups. To add a new group, click on ADD button. | |
7. | Insert Group name, Set display order and Select relevant details. | |
8. | Click on Save button to save new group. |
1. | Login to your account using the username and password provided. | |
2. | Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab. | |
3. | Select the Client for which you want to activate Technical Specification. | |
4. | Click on View icon. It will open new window. | |
5. | Hover on Controls button and Click on Manage Document Groups Tab. It will open Document Group page in a new window. | |
6. | Opens a new window for Manage Document Groups. To Edit groups click on group that you want to edit. | |
7. | Click on EDIT button and make any changes that you want amended. | |
8. | Edit Group name, Set display order and Select relevant details. | |
9. | Click on SAVE button to save changes that you have made. |
How do I Delete Document Group?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab. | |
3. | Select the Client for which you want to activate Technical Specification. | |
4. | Click on View icon. It will open new window. | |
5. | Hover on Controls button and Click on Manage Document Groups Tab. It will open Document Group page in a new window. | |
6. | Opens a new window for Manage Document Groups. To Delete a group, click on the group that you want to Delete so it becomes highlighted. | |
7. | Click on DELETE button. | |
8. | A popup message will appear that say "Are you sure want to Delete this record?" click on ok if you are sure you wish to delete the group. |
How do I show a document group to Main Client Users?
1. | Login to your account using the username and password provided. | |
2. | Hover over the Commercial Management tab then Hover over Asset Management Centre and Click on Technical Specifications tab. | |
3. | Select the Client for which you want to activate Technical Specification. | |
4. | Click on View icon. It will open new window. | |
5. | Hover on Controls button and Click on Manage Document Groups Tab. It will open Document Group page in a new window. | |
6. | A new window will open automatically, then just tick the 'Show Group to Main User'. |
Lauren Partridge
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