In the documents table on the documents page several columns are available.
Tables can be changed to display the information each user wishes to see.
This article describes what information can be seen in each column.
This article contains information about the following topics:
Checkbox - Icon - Name - Revision - Revision name - Model name - Status - Size - Labels - Created - Published - Links - Viewer - Custom fields
Depending on if a single panel is opened or if multiple panels are opened different information can be displayed.
Visible columns can be disabled and hidden columns can be enabled.
Columns can be re-ordered.
Column width can be adjusted.
Click here to learn more about how to work with tables.
Checkbox - Default, single panel
Click here to learn more about selecting rows in tables.
Icon column - Default, single panel, multipanel
The icon column is always enabled.
Folder icons
Click on the folder icon to change the documents table table and display the contents of that folder.
Badges
Depending on the folder condiguration you might see badges appear in the corners of the icon.
A configured folder can look something like this:
Element count badge
If there are no elements in a folder (subfolders or documents) it will be white.
If there are elements in a folder (subfolders or documents) it will be green.
On the bottom right you will see the amount of elements that are in this folder.
Folder cofiguration badge
If a folder has been configured in document settings you will see a green gear badge on the bottom right.
If a parent folder of a folder has been configured the gear icon will be gray instead.
Document icons
Click on a document icon to open the document preview page of that document.
Image and 3D document filetypes
For images the image is displayed as the icon.
Opening the content of an image or 3D document icon will open a popup preview dialogue.
In the preview dialogue images that are currently in the table can be flipped through.
Badges
Depending on the configuration of the document you might see badges appear in the corners of the icon.
A configured document can look something like this:
Folder configuration badge
If the parent folder of the document has been configured in document settings you will see a gray gear badge on the bottom left of the document icon.
Model badge
Documents that are linked to a model on the models page will display a models badge on the bottom right.
Name - Default, single panel, multipanel
The row cell that is in the name column contains the name of the content of the row and is thereby the title cell for the row.
Note: The name of a document can be different from names of revisions in the document or the name of model that the document can be linked to.
Changing the document name
If you have selected a document or a folder, you will be able to change the name by clicking on the pencil next to the document name in the right information menu.
Access required: Full access to the document or write access to the folder
Drag anchor
Hover over the name to display a drag anchor.
Revision - Default, single panel
The amount of revisions in a document.
Each revisions can have their own revision name, creation date, file size, and owner.
Status workflow
The status workflow can be enabled in document settings.
Published revisions can be displayed with a checkmark and have a major revision number ( #1, #2, #3, etc...)
In the published tab the latest published revision number will be displayed, even if there are newer shared revisions.
Draft revisions
If any draft revisions have been uploaded since the last published revision the amount of new drafts is desplayed below the latest revision.
Shared revisions
If the latest revision of a document is a shared revision it can be displayed with a "people" icon and have a minor revision number (#0.1, #2.3, #4.1, etc...)
Shared revisions will only be displayed in the workspace tab.
Revision name
The name of the latest document revision.
The revision name is the name of the file that was originally uploaded and cannot be changed.
As there can be multiple revisions in a document this name can be different from the document name which is the gather name for all the revisions in the document.
Status workflow
The status workflow can be enabled in document settings.
The name of the last published revision will be displayed, even if there are newer draft revisions.
Workspace tab
If the latest revision is a shared revision the shared revision name will be displayed in the workspace tab.
Published tab
The name of the last published revision will be displayed in the published tab, even if there are newer shared revisions.
Model name
Model names of models that documents have been linked to are displayed.
The model name can be used to make an easily understandable name for know what model they are opening.
The name of a model that is linked to a document can be different from the name of the document that is linked.
The name of a model can also be different from any of the revisions that can be part of the model-document link.
Status - Default, single panel - Status workflow only
The status workflow can be enabled in document settings.
If a status is configured for the latest published revision of a document, that status is the status can be seen in the row cell that is in the status column.
Only statuses in the published list of project statuses will therefore be displayed.
Statuses can be configured for revisions upon creation.
After a revision has been the status for that revision can be edited on the right menu on the documents page.
Access required for published revisions: Write access to the document
Access required for shared revisions: Access to viewing the workspace
Workspace tab
If a status is configured for the latest revision in the document it will be displayed.
In the workspace both statuses from the shared list of statuses and the published list of statuses are displayed.
Published tab
In the published tab the status of the latest published revision of the document is displayed, even if there are more recent shared revisions in the document.
Size - Default, single panel
The file size of the latest revision in the document is displayed.
Status workflow
The status workflow can be enabled in document settings.
The file size of the latest published revision in the document is displayed, even if there are more recent draft revisions.
Workspace tab
The file size of the latest revision in the document is displayed.
Published tab
The file size of the latest revision in the document is displayed, even if there are more recent shared revisions.
Labels - Default, single panel
If a label has been applied to the row content it will be listed here.
After selecting a row labels can be applied in the right menu on the documents page.
Labels can also be applied to documents that are linked to models in the right menu on the models page.
Document Created
The member that created the document and the date and time it was created.
Difference from revision creation date
When a model is created in the models section a document without revisions is created in the documents section and linked to it.
When the first revision is uploaded to the model-document or document-model this will be the revision creation date of the revision.
Revision created - Default, single panel
If the document has a revision the member that created the latest revision in the document and the date and time it was created is displayed.
No revision creation date
The revision creation date can be different from the document creation date.
When a model is created on the models page the document that is created in the documents table and linked to the created model will only have a document creation date and no revision creation date as there are no revisions yet.
When the first revision is uploaded to the document-model or model-document the revision date will be displayed.
Status workflow
The status workflow can be enabled in document settings.
Workspace tab
In the workspace tab you will see the member that created the latest revision and the date and time it was created is displayed.
Published tab
In the published tab the member that published the latest published revision and the date and time it was published is displayed, even if there are newer shared revisions.
Links - Default, single panel, multipanel
The amount of objects that are linked to this document are displayed.
Click on the link amount to:
Select objects
Isolate objects
Load objects as query
Viewer - Default, single panel
For IFC documents that have been linked to models, Point Clouds and GML documents you will see a 2D, 3D and zoom to extents button in this column.
These buttons can be used to open the 2D view or 3D view of a document-model from the document structure.
For 3D multiple document-models can be selected and the 3D action can be used to open them all in one go.
The center button will let you center on this model if it is loaded in 3D.
This is what an ifc document that is connected to a model can look like:
Custom fields
One column per custom field that is added to the configured parent folder see document settings