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Columns on the documents page
Sjaak Velthoven avatar
Written by Sjaak Velthoven
Updated over 3 months ago

In the documents table on the documents page you will be able to see several columns in the header row which can be rearrange and turned on/off with the column dropdown.
Columns can also be dragged out of the documents table to be hidden.

This article contains information about the following topics:

Checkbox - Default

Select the checkbox on the top row to select all documents in this folder.

You can also select documents one by one by selecting the checkbox on the left side.

See here for more selection options.

Icon column - Default

The icon column is always on.

Name - Default

The name of the document as it is seen in the documents section.

Click on the letters of the name to enter the latest revision of the document or see the content of the folder.

Note: The document name can be different from the revision or model name.

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

Row anchor

If you hover over the name column you will see that a grid of dots appears to the right of the document name.

If you mouse over this you will see you cursor change to a hand.
If you drag this grid icon you will be able to move your selected files/folders to another folder.

Revision - Default

The amount of public and/or draft revisions in the document

Each revisions can have their own revision name, creation date, file size, and owner.

Revision name

The name of the latest public document revision.

This 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.

Note: The revision name can be different from the document or model name.

Model name - Models as documents only

If the document is linked to a model you will see the name of the model here.

This model name is meant to be an easily understandable name so people know what model they are opening.

Note: The model name can be different from the document or revision name.

Viewer - Models as documents only

This column will let you open previews of ifc files and point clouds in the 3D viewer.

If models as documents is enabled for your project you can directly open the 2D view or 3D view of the document-model from the table view.

The center button will let you center on this model if it is loaded in 3D.
Here is an example of what an ifc document that is connected to a model can look like:

Status - Default - Document statuses only

Document statuses can be turned on in document settings.

If the status workflow has been enabled, document revisions might have been assigned a status. Separate lists of statuses can be applied depending on if the revision is published or a draft.

In this column can see the status of the latest published revision in the document.

Size - Default

The file size of the latest published revision in the document

Labels - Default

Any labels applied to the document or folder will be listed here.

These labels can also be applied from the models section if a model is linked to the document.

Created

The member that created the document and the date and time it was created.

When a model is created in the models section a document without revisions is created in the documents section and linked to it.

The creation date is therefore separate from the publishing date.

Published - Default

The person that published the last published revision in the document and the date and time it was published.

If document statuses have been enabled in document settings this person and date can be different from the document creator as the document may have been uploaded as a draft and published at a later date by a different person.

Note: There can be more recent drafts in the document who's date will not show here as they are not published revisions

Links - Default

Shows the amount of objects that are linked to this document

If you click on this you will be able to do the following:

  • Select objects

  • Isolate objects

  • Load objects as query

Viewer - Default

IFC documents that have been linked to models, Point Clouds and GML documents will show a 2D, 3D and zoom to extents button here to be used together with the 2D viewer and 3D viewer.

Custom fields

One column per custom field that is added to the configured parent folder see document settings

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