Issue Documents
You issue documents when you want to distribute them to people working on a project in a controlled manner. For example, you might issue project drawings for approval, review, for information, or for commenting. You can issue both controlled documents stored in a project's DLM, and documents stored in the DMS.
You can issue both controlled documents stored in a project's Document Lifecycle Manager (DLM), and documents stored in the PIM Document Management System (DMS).
When you issue documents, you choose which renditions to distribute, who to distribute them to, and the method of distribution. All document issues for a project are logged by the system for traceability, and these are available to view in the Document Issues tab on a project record.
- Related Topics:
- View Document Issues for a Project
You can view all documents that have been issued for a project. - Issue Documents from the DLM
You can issue controlled documents from a project's DLM to distribute the latest versions to selected recipients. You can choose the renditions that you want to issue, and include any previous revisions. - Issue Documents from the DMS
You can issue project documents that are stored in the DMS to selected recipients. At least one rendition must exist for each document that you want to issue, and documents must be stored against document pools that are linked to the project. - Submit a Document Issue for Approval
If your system requires document issues to be approved before they are sent to recipients, you must submit the issue for approval after creating it. - Process a Document Issue
If your system requires document issues to be approved, you must process any approved document issues in order to issue the documents to the intended recipients. This task is also used to process any saved document issues that were not previously processed. - Clone a Document Issue
To save time when you want to issue documents to people, you can clone an existing document issue. When you clone a document issue, all details are copied. You can modify any of the details before you issue the documents. - Create a Historical Document Issue
If you have previously distributed project documents to contacts, but you not did formally issue them through the project's DLM, you can create a historical document issue. - Edit a Document Issue
You can edit the details of any document issue that has not yet been issued. For example, before you issue the documents, you can add and remove documents, update any details, and add or remove recipients. - Resend a Document Issue
You can reissue documents to one or more of the original recipients for any document issues that have already been processed. - Download Documents from a Document Issue
You can download all documents for a document issue as a ZIP file. - Delete a Document Issue
You can delete a document issue if it has not yet been processed.