Create a drawing package to create a group of drawings for a project to be delivered
together. If needed, you can select internal users who should review the drawing package.
Reviewers should use the steps outlined in the Review and Approve Project Documents topic to review a drawing package. Once you have created the drawing package, you can
create a PDF file from a drawing package form that you can view, print, or send in an
email.
- 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 Package screen, create a drawing
package.
- Optional:
If you haven't already done
so, create drawings to include in the drawing package.
- Optional:
If needed, contact the
reviewers to advise them to review the drawing package.
- Optional:
Select the users and/or the
document routing distribution group that will review the drawing package.
- Optional:
On the View Tasks screen, periodically view the status
of the document routing for the drawing package to monitor the review process.
- Optional:
Once the drawing package is approved, manage the
drawing package and the PDF file as needed.
After you create a drawing package, you may want to:
