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How do I manage document group Technical Specifications?

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.

How do I Edit 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 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'.  
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  1. Lauren Partridge

  2. Posted
  3. Updated

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