Dashboard > Select a Project > Drawings
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 Upload Drawings, users will need Create permissions for Drawings
Drawings Overview
Uploading drawings to SiteMax is a breeze, and our system leverages Optical Character Recognition (OCR) to automatically assign numbers to PDF files. This streamlines the process of organizing and referencing drawings, saving you time and effort.
SiteMax offers multiple options to help you organize your drawings effectively. You can choose between viewing your drawings in a list or a grid format to suit your preference. Folders allow you to categorize drawings based on projects, departments, or any other classification that fits your workflow. Tags provide additional metadata to label and filter drawings based on specific criteria. The versions feature tracks the evolution of drawings, enabling you to easily access and compare different iterations. Additionally, the numbering system ensures proper sequencing of drawings and recognizes both numerical and alphabetical ordering. If two drawings in the same folder share the same number, they will be differentiated as different versions, facilitating accurate documentation.
The mark up feature for SiteMax Power Plans empowers you to annotate and add relevant information to your drawings. Whether it's adding lines, text, shapes, or attaching RFIs, Punch items, or Tasks, you can easily highlight and indicate specific areas or instructions within your drawings. This facilitates collaboration, communication, and ensures everyone involved has clear visual references.
When needed, you can export your drawings to PDF format directly from SiteMax. The export feature allows you to include your mark up information, ensuring that your annotations and added details are preserved and shared with others seamlessly.
Effortlessly manage your drawing files, locate specific drawings, and collaborate effectively using the powerful organizational and mark up capabilities of SiteMax's Drawings feature. By utilizing the various tools and features available, you can enhance productivity, streamline workflows, and maintain a centralized repository for all your important drawings.
Uploading Drawings
This guide will walk you through the steps to upload drawings. Let's get started:
Select a Project from the Dashboard then navigate the "Drawings" module on the sidebar menu.
In "Drawings", look for the "+ Upload Drawings" button.
You have two options for uploading your drawings. You can either drag and drop the PDF files directly into the designated area or click on the "Browse Drawings" button to select the files manually from your computer.
After the processing is complete, you will see a prompt to proceed to the next step. Click on the "Next" button to continue.
To provide accurate identification and organization of your drawings, you may add the drawing number and title. You can do it in two ways:
(1) By clicking the thumbnail
(2) or clicking the "actions" drop-down menu and selecting "Scan number/title all". Use the "Add drawing number area" and "Add dra
Once you have verified and added the necessary information, click on the "Publish" button to complete the drawing upload.
Note: In case you encounter any incomplete drawing uploads or need to track the status of your uploads, utilize the Publish Log. This log provides a comprehensive overview of the drawing upload process and allows you to manage and finalize any pending uploads.
By clicking on the "Complete Publishing" link, you will then see Drawings that have been uploaded, but not yet published due to errors. Often, this will happen if your drawings do not have numbers assigned to them, and you can now follow the steps above to manually add the numbers to your drawings.