Send Drawings for Review

If a project is configured for DLM approvals, you can send design documents for review from the Documents tab on a project.

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 disable the ability for reviewers to add online markup to the document, click the Use Online Markup toggle to disable it.
    3. In the Enter Approval Description field, enter a description for the approval request.
    4. Click Send for Approval.
    Each reviewer linked to the approval route receives an email notification with a link to the approval ticket.
  9. Click Send For Approval.
    Each reviewer linked to the approval route receives an email notification with a link to the approval ticket.

You can also send design documents for approval from the DLM tab on a project. Click the DLM tab, and then click the Document Control & Reporting subtab. Then, select the check box of each document that you want to send for review and click Send For Approval.