Functions and Features of the Documents Page

Functions and Features of the Document Management System

 

All building documents are uploaded, edited, and stored in the Document page.

Strata Managers have access to many functions and features to assist with the management of Documents including multiple view types, advanced search functionality, and communicating with stakeholders.

 

Contents

• Upload Files
• View and Update
• Search Bar 
• Number of Results
• List View
• Grid View
• Bulk Actions
• Message Stakeholders
• Linked Jobs 

 

Upload Files

Strata Managers can upload a file to the Document page by clicking the '+ Doc'  button on the top right of the page. 

When the 'Upload File' window opens, "drag and drop" the files onto the shaded area or click 'browse' and select one or more files to upload. 

Add the plan number and the category type.  Make sure to choose the correct plan number from the list and accurately select a category to help stakeholders identify the document type.

Click 'Upload'

 

View and Update

To view and update a document, click anywhere in the row of the document (except for the plan number). 

This will display document details, including the file name, building information, category, lot number, document tags, the contacts the file is shared with, document history, and a file preview.

On the top right of the document preview, users can rotate the document and zoom in and out when reviewing the file. 

Click the 'edit' icon to update file details.

Once the changes are made, review the information and click Save to confirm.

Click the three dots on the top right of the document preview to 'Download' the file and 'Replace File' to replace the uploaded document. 

 

 

Search Bar

Strata Managers can use the search bar to find a file uploaded to the Documents page. 

Search for available filters using key information about the file, such as the plan number or contractor name. 

On the left side of the page, users can apply multiple filters to refine their search.

Under Special Markers, they can filter by All documents, Favourites, and Deleted.

 

Additionally, users can filter the page by Plan Number, Category, Lot, Document Tag, and Date Added.

 

Number of Results

Scroll to the bottom of the page to change the number of results shown.

Strata Managers have the option to view 50 results per page, 100 results per page, 500 results per page or all.

To change the number of results per page, click the dropdown to select the number of results per page filter. 

 

List View 

Strata Managers can view documents on the Documents page in List View, which displays key details such as plan number, category, file name and date added, with all results organized in rows.

To change the view to List. Click the bullet icon on the top right. 

If no other view is selected, the Document page defaults to List View.

Users can organize documents in their preferred order by clicking the arrow next to the column heading in the list view.

 

Grid View

Strata Managers can view documents in Grid View, displaying a file preview with the file name beneath it.

In Grid View, Strata Managers can also rotate documents for better viewing.

 

 

Bulk Actions

Strata Managers can delete, recategorise, rename, or export multiple documents at once using Bulk Actions.

To perform a bulk action, select the checkboxes next to the relevant documents.

Click the appropriate tab for the desired action:

Delete → Removes selected files

Export → Downloads selected files

Bulk Change → Choose Name or Category from the dropdown to update in bulk

 

 

Message Stakeholders

Strata Managers can select 'Message' on a Document to open a chat with selected users and contacts.

Under Members, select the recipient by user group or name. Enter your message and click "Create New Chat" to send it.

 

Favourites

Strata Managers can save documents to a list of Favourites. Click the three dots on the right of the row of a file, select 'Add to favourites' in the dropdown,  to save it as a favourite.

The star icon will appear on the row of the file.  

View the list of files saved under this view by selecting the check box 'Favourites' under Special Marker. To remove a document from the list of Favourites, click the star icon.

 

Linked Jobs

Strata Managers should contact us with any further questions regarding this process.