Create a drawing document to track information about the drawing such as the
discipline and revision of a single drawing for a project.
If needed, you can select internal users who should review
the drawing document. Reviewers should use the steps outlined in the Review and Approve Project Documents topic to review a drawing. Once you have created the drawing, you can create a PDF file
from a drawing form that you can view, print, or send in an e-mail.
- Optional:
If you haven't already done
so, set up your document management defaults.
- Optional:
If you haven't already done
so, set up your drawing types.
- Optional:
If you haven't already done
so, set up your document routing distribution groups.
-
On the Enter Drawing screen, create a drawing.
- Optional:
Select the users and/or the
document routing distribution group that will review the drawing.
- Optional:
If needed, contact the
reviewers to advise them to review the drawing.
- Optional:
Periodically view the status of the document routing
for the drawing to monitor the review process.
- Optional:
Once the drawing is approved, manage the drawing and
the PDF file as needed.
- Optional:
Create a drawing package and add the drawing.
After you create a drawing, you may want to:
