Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

You may access documents from the Documents tab at the top of the Home page, but you will need to select the project before viewing its documents.

Document (Folder) Structure

When a project is created a A standard set of folders is added to a each new project. All project documents documentation should be stored in e-Builder in an appropriate placed into an appropriately named folder. The page image below shows the top level folder structure. Use the Expand All option to see the complete structure in your project or use the + option to expand only one part.

Your role on the project determines which :

  • the folders you

...

  • are able to view and

...

  • use
  • your ability to edit, rename or change folders or documents

Folders accessible to external users who are part of the project, for example designers or contractors, are identified with an (E). When adding documents to folders marked with an (E) be sure that you want external users to have access to that the information contained in the document.

Upload Multiple Documents

Upload multiple documents into a folder in one step by dragging documents from the folder on your computer to the right hand side of the e-Builder screen. 

...

...

Dragging documents requires IE10 or higher. The ability to Create Folders has been restricted. You will be unable to upload an entire folder at one time.

Menus

The menu under folder name on the right side is for multiple documents.  You would select the checkbox to one or more documents and click on an option (Download, Send, Compare, etc.)

The menu under the file name is just for that file. 

Anchor
email
email
Email

...

into a Project

...

Folder

Anyone can email messages/documents into certain e-Builder folders.

The folders enable for email are identified by a folder/email icon in the folder list. (see below)

Image Added

To share the email address for a folder: 

  1. Click on the folder name.

  2. Click on Properties.



  3. Copy and share the folder address.

If you wish to allow email to a folder that is not set up for this feature contact an e-B administrator for assistance

 

From the Project Documents page:

  1. Select the “00 – E-mail In-box (I)” folder.

  2. On the right side, click in the “Private URL -Email Address” link next to the Copy to Clipboard label.

  3. It will copy the email address (you may receive a prompt requesting access to do so) to your clipboard.

  4. In your email message, paste the email address.

The project email address format is  MIT.projectnumber@docs.e-builder.net where projectnumber is the number of the project into which you wish to email documents.

Contact the e-Builder administrator or e-Builder trainer if you have any issues using this feature.

Sending Documents

Within the documents module you have the ability to send the document to users or nonusers of e-Builder from within the folder.

...

A document that has been checked out by a user is temporary temporarily locked by that user.  Another user will not have the ability to upload a new version of the document until that document has been checked back in.  This helps prevent multiple people updating different versions of the same document.

...

From time to time it may be necessary to review information about projects to which you are not assigned. To do so you should use View Only rights.

View Only

...

: Access Documents

...

for Other Projects

Anchor
View Only
View Only
All Program Managers, PMs, and PCs have been granted “View Only” rights so that information and documents about projects to which a user is not assigned can be viewed and downloaded. For example, an e-Builder user may wish to review project documents related to work done on a building as part of a prior project.

View only is a mode which you must enable. When finished you must disable the view only mode and return to using your login account.

To use View Only mode:

    1. Open e-Builder.

    2. In the top right corner, click on the arrow by your name.

    3. Click on “View Only”

      Image Modified

    4. To exit from View Only mode, go back to the top right and click on your own name.

      Image Modified

All project documentation should be added to/stored in e-Builder. When internal or external participants are uploading files into the system, they are required to specify a folder in the document structure, which ensures that all files within the system are stored in a central location.

...