The Info tab ensures that every document is properly registered and categorized in your project. It includes core data needed for document management and tracking.
📝 Fields Explained
Here’s an overview of the main fields in the Document Info tab:'
Field
Description
Project
Links the document to a specific project. This cannot be changed after creation.
Number
The document number (e.g., DOC-045). This should follow your internal numbering conventions.
Name
The document title, such as Installation Manual or Project Plan.
Optional Number
A secondary number if needed, often used for supplier references.
Optional Name
Extra description if needed, such as Phase 1 Version.
Document Supplier
Select the supplier responsible for the document (if relevant).
Description
Short description of the document’s purpose or content.
📅 Dates
In the same tab, you can also track document timing:
Field
Description
Estimated Finish Date
Expected completion date for the document.
Estimated Hours
Estimated time needed to complete or review the document.
Target Start/Finish Dates
Optional fields for planning document delivery milestones.
🏷️ Category & Status
Documents are classified by Category and Status to support tracking and filtering.
Field
Description
Category
Choose the document type, e.g., Technical Drawing, Manual, or Inspection Report.
Status
Set the document’s progress, such as Draft, In Progress, or Approved.
Status Description
Optional note to clarify the current status in detail.
🔐 Security
Use Access Tags to control who can see or edit the document. This lets you restrict access to certain teams or roles without affecting the whole project.
🎯 Example Use Case
Imagine you are registering a new Electrical Schematic (DOC-045) for the project "New Factory Build":
- Set the Category to: Technical Drawing
- Status: In Progress
- Estimated Finish Date: 2025-08-10
- Document Supplier: ACME Engineering Ltd
- Access Tag: Engineering Team
This setup ensures clear ownership, deadlines, and permissions.
❓ FAQ
Q: Can I change the project after creating the document?
A: No, the project field is locked once the document is created.
Q: What happens if I leave dates empty?
A: The system will not track document deadlines unless dates are provided.
Q: Can I have multiple categories?
A: Yes, open the dropdown and select applicable categories
