Creating a Templated Drawing

How to create a templated drawing in CMap PIM

Navigate to a Files

Select Files from the menu on the left.

Click Three Dots

Click the three dots in the Library menu, then click Create Drawing Record.

Template Drop Down

Drop the template drop down choose the template you wish to use.

 

Provide Information

Provide the information in the Create Empty Document Record panel. For the most part, the 
fields that are required will make up the record's document number, which you can see a preview 
of at the top of the panel.

When you change the values included in the document number, the number field will automatically calculate the next available number based on the values selected.

The default values that appear when you first open the panel can be modified per project. To 
get help changing the default values contact us at [e-mail]

In general, the more information provided during the creation process, the easier it will be 
to find your records using filtering.
Mark your Record as Project Control File if the record is important within your project. This 
will make it easier for new users within the project to find the important files more easily.

Create Drawing

Click the Create button at the bottom of the panel to create the record and copy the template 
into the current Library location. Once successful, the panel will close.
 

The page will refresh its self after a short time or you can refresh to see the new file in place

Create a Revision

Open the file with the appropriate design tools to work on it, and save in this location.
To create a revision select the file, click the three dots and select Copy as Files from Us.

Create a Revision

Introduction

How to copy Records from a SharePoint Library into Atvero.

Navigate to a Library

From the Project Home, open the regular SharePoint Document library such as Files or Documents.

Select Files

Select one or more files from this Library you wish to bring into Atvero, and then click the button 
in the Command Bar or the right-click menu labelled "Copy as Files From Us".

Add Metadata and Upload

Select the rows to update the Revision Title and Metadata in the righthand Metadata panel. -
When you have cleared all the warnings, click Upload. 
Once successful, your files will now exist as Revisions in the Atvero Records list.

All filenames must comply with the internal Naming Scheme for this project.

Finished

You have now successfully imported a document and created a templated drawing in CMap PIM.