Send Drawings for Review

For projects that facilitate DLM approvals, you can submit design documents for comprehensive review. This ensures deliverables meet contractual requirements and adhere to industry standards, with a particular emphasis on compliance with ISO 9001:2015.

To send drawings for review:

  1. Navigate to the project.
    You can search for projects using the Search Projects link in the Activity Zone. Projects that you are linked to also appear on the History tab on your contact record, and in the Projects dashpart in the Personal Zone.
  2. Click the Documents tab.
  3. If Smart View is not enabled, click the Smart View toggle to enable it.
  4. Click the Drawing Mode option.
  5. Click the Show DLM only toggle to enable it.
    Only DLM documents can be sent for review.
  6. Search for and select each document that you want to send for review. For information, see Search for Documents in Smart View.
  7. Click Review Drawings.
  8. On the approval form that displays, do the following:
    1. From the Select a Route list, select the approval route that you want to use.
    2. To prevent reviewers from adding online markup to the document, click the Use Online Markup toggle to disable it.
    3. In the Enter Approval Name field, modify the name of the approval request, if required.
    4. In the Enter Approval Description field, enter a description for the approval request.
  9. Click Send For Approval.
    Each reviewer linked to the selected approval route receives an email notification with a link to the approval ticket.

You can also send design documents for review from the Document Control & Reporting options on the DLM tab on a project. Select the check box of each document that you want to send for review and click Send For Approval.