Document Window
The Document Window is the individual document detail interface opened from the three-dot button beside a row in Documents. Details open beside the grid. The Window identifies the document being viewed; checked rows separately identify the targets of toolbar commands.
It is distinct from the Equipment Window’s Documents section, which lists documents linked to a particular equipment item.
Record information
Section titled “Record information”Document information identifies the file and its place in the project.
| Information | Meaning |
|---|---|
| Document type | The category, such as a certificate, drawing, inspection record, or photo. |
| Document number | The record’s document identifier. |
| Issue | The document’s issue or revision. |
| Description | Information that helps identify the document. |
| Comments | Supporting project notes. |
| File | The attached file opened by the viewing and download actions. |
| Equipment relationships | The primary equipment to which the project document is linked. |
Viewing the document
Section titled “Viewing the document”The project Documents view provides View, View in Tab, and Download. These respectively open the viewer, open a browser tab, and save a copy through the browser.
These actions concern the file. They are different from editing its metadata or changing its equipment relationships. Full descriptions are on Documents — View and download.
Editing and record scope
Section titled “Editing and record scope”Update in the Documents view can apply to one record or several selected documents. Opening one document’s Window does not replace that selection or restrict a toolbar update to the open record.
The update dialog’s + Add field chooses what changes. Review shows the proposed values and Confirm applies them. File replacement can include Archive existing to preserve the prior version. See Documents — Update.
Links, archive, and deletion
Section titled “Links, archive, and deletion”These operations affect different parts of the document’s lifecycle.
| Operation | Effect |
|---|---|
| Remove an equipment link | Removes a relationship; the project document remains. |
| Archive | Retains the document outside Live. |
| Un-archive | Recovers an archived record. |
| Delete | Permanently deletes a project document and removes its equipment links. |
Document deletion does not use a Trash view. Project deletion does not remove documents supplied through Account Resources. The commands are described on Documents.
Related guides
Section titled “Related guides”These guides explain tasks connected to the document.
- Manage documents — Maintain metadata, files, and record states.
- Manage equipment — Link documents to primary equipment.
- Select items — Check the targets of a document operation.