Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to access Drawings in the mobile app, users will need View permissions for Drawings
Viewing project drawings can be done directly through your mobile device using the SiteMax mobile app.
Viewing Project Drawings
To access your drawings, you want to start by navigating to your Projects > Drawings.
In the Drawings module, you will find all your Project's drawings organized in folders and categorized by Cloud and On Device Drawings.
Starred Drawings: This section contains drawings that you have marked as important or frequently accessed.
Default Drawings: Here, you can find all the drawings associated with the selected project.
To streamline your search for specific drawings, you can save date and tag filters. These filters allow you to narrow down the displayed drawings based on specific criteria, making it easier to find the drawings you need.
Cloud drawings are any drawings shared on the Company's System Cloud that require WiFi to load and view. On Device drawings are those stored on your mobile device and are accessible without a WiFi connection.
Syncing Drawings
Drawings can be stored On Device by clicking on the right-hand menu to bring up your syncing options.
Syncing Selected Drawings Folders
While viewing your Drawings folder, click on the 3-dot Actions button at the top right of your screen
Select "Sync Drawings" from the options
Select the folders you want to sync to your device
Click "Sync"
Syncing Selected Drawings
While viewing your Drawings within your chosen folder, click on the 3-dot Actions menu at the top right of your screen
Click on "Sync Drawings" from the options
Select the drawings you wish to sync to your device
Click "Sync" to begin the sync
Syncing All Project Drawings
Sync all Drawings from your selected project to your device with Sync all Project Drawings.
While viewing your project drawings click on the 3-dot Actions menu at the top right of your screen
Select "Sync All Project Drawings" from the action options
All project drawing numbers will be listed, click "Sync" at the top right
Project Drawing Viewing Options
When viewing your Project Drawings on Mobile, you will have the following options from the three-dot menu bar.
Share PDF: Send the Drawing as a PDF export via mobile messaging, email, and other mobile applications
Switch Drawing: Switch between drawings in the project by choosing from the list
Select Version: Switch to a different version of the drawing. If there is more than one version, select the version you would like to view.
View Attachments:
Allows you to view and edit the Items name/title
Link items to a Punch List issue(s)s
Can select from one or more existing issues
Or you can create a new issue using the
Edit Drawing Info: View and edit the Drawing's Number, Title, Tags, and Version Set
Want to learn more?