Training Center  > Document

DOCUMENT

All of the documents, sketches, and files are conveniently stored in a single location where they can be marked up on and have comments attached. Sitearound also uniquely allows older documents to be replaced by newer ones to avoid confusion and duplicates.

document overview

Sitearound’s Document feature serves as your document storage and controller.

 

You are allowed to create folders and subfolders with a document version control feature.

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This means the latest version of the document that is edited or uploaded will replace the older ones preventing confusion. It also allows you to see older versions of the document if you so please.

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Sitearound also provides a special view to show you weekly all the new documents uploaded.

 

The Document tool helps you to store all project-related documents in a centralized location including project schedules, design sketches, reports, pictures, and etc.​

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view and download documents

Download

     1.  To download a document, click “Document” on the side menu.

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     2.  Then, click the download icon in the right side of a document.

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     3.  The document will be downloaded onto your computer.

 

View

     1.  To view a document, click the Document on the side menu.

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     2.  Next, click the document’s title to view the document within Sitearound.

cREATE fOLDER

     1.  To create a folder, click Document on the side menu.

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     2.  Then, choose the hierarchy you wish to add the folder into.

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     3.  Simply, click the “Create Folder” button.

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     4. Name the folder as you please.

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     5. After you complete this, click “Create” to create your folder.

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UPLOAD DOCUMENT

     1.  To upload a document, click “Document” on the side menu.

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     2.  Select the folder you wish to store the file in.

     3.  Then, simply click the “Add File” button.

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     4. Choose the file you wish to upload from your computer.

     5.  Your file will then upload automatically to Sitearound.

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RENAME, MOVE, AND DELETE DOCUMENT

There are three main activities you can work with to control documents on Sitearound: rename a document, move it to different folders, and delete it.

 

To start off, click “Document” on the side menu.

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Rename

To change the name of a file…

     1.  Click on the vertical ellipses on the right-hand corner of a file.

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     2.  Choose “Rename.”

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     3.  Enter a new name in the pop-up window.

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     4.  Click “Rename” to save your new name.

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Move

To move a file to a different folder…

     1.  Click on the vertical ellipses on the right-hand corner of a file.

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     2.  Choose “Move to folder”

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     3.  A pop-up window will display a list of folders to shift this file to.

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     4.  Hit “Move” to save any changes you’ve made.

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History

To view the version history of a file…

     1.  Click on the vertical ellipses on the right-hand corner of a file.

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     2.  Select “History.”

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     3.  The version history of that specific file will then be displayed.

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Delete

To delete a file…

     1.  Click on the vertical ellipses on the right-hand corner of a file.

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     2.  Choose “Delete.”

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     3.  On the pop-up window, click the blue button.

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     4.  Press “Ok” to complete.

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UPLOAD NEW DOCUMENT VERSION

Upload New Document Version

     1.  To upload a new document version, click “Document” on the side menu.

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     2.  Click on the upward arrow icon for the file you wish to create a new version of.

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     3.  Next, click on the bar with the text “Drag and Drop files here!” to upload your file, or simply drag and drop a file.

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     4.  After choosing a file to upload, hit “Upload.”

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View Version History

     1.  To check your file’s version history, click the vertical ellipses icon on the right-hand corner of a file.

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2.  Select “History” from the dropdown options menu.

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3.  You will then be able to view older version’s of your file.

    • Please note that you can edit your Permissions to determine which users can and cannot view version history.

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