Drawings2CM User Guide 2.2.x

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  • Published on Oct 30, 2025
  • 9 minute(s) read
  • Mitchell Lesar
  • Developer Account
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AUTHENTICATION

The Drawings2CM application uses Azure AD authentication to validate the user’s credentials. Users must enter their Microsoft 365 login details to sign into the application. The user's 365 login will need to be populated on their Content Manager profile so that the authenticated user can connect to Content Manager. This is done using the alternate login field.
CM Location

LAUNCHING THE APP

  1. Open a web browser and navigate to the Drawings2CM address
  2. Sign in using your Microsoft Account. This account must belong to the Microsoft Tenant used during the installation of FYB Drawings2CM
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  3. After a successful sign-in, the app will load
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NAVIGATION

DROP-DOWN MENU

The drop-down menu allows you to navigate to different areas of the application. Each navigation item is explained below. Further details can be found under the headings throughout this document.
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NAME DESCRIPTION
Home Search for Drawings
Advanced Search Advanced Search modal for searching for specific Drawings
GPS Search Search for Drawings using Google Maps. This feature is only available if you have configured a Google Maps API Key.
Upload Upload new Drawings
Recent Uploads Displays Drawings that have been registered to Content Manager in the last week
Favourites Displays Drawings that you have favourited in Content Manager
Sign out Sign out of the application

TOP-RIGHT MENU ITEMS

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NAME DESCRIPTION
Admin Opens the Admin page. Only Content Manager Administrators, Record Managers or whitelisted users have access to this page
About Opens the About window
Help Opens the Drawings2CM User Manual in Document 360

HOME PAGE

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The Home Page allows for searching for the latest versions of Drawings across Content Manager using the search bar.

Drawings can be searched via their:

  • Title
  • Record Number
  • URI
  • Drawings Number
  • Drawing Type
  • Asset ID
  • Bay ID
  • Project ID

SEARCHING FOR DRAWINGS

To search for Drawings:

  1. Enter a search term into the search bar
  2. Either press the ENTER key on your keyboard or click the magnifying glass icon
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  3. The Search Results Page will be displayed

ADVANCED SEARCH

The advanced search lets you search by combining metadata.

  1. Select the Advanced Search heading from the Drop-down Menu Navigation
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  2. Select either Match all Results or Match any results

  3. Enter your search criteria
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  4. Select Search to run your search

  5. Your search results will be displayed
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SEARCH RESULTS PAGE

The search results page is displayed when a search is performed in Drawings2CM.
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NUMBER NAME DESCRIPTION
1 Filters Filter options for refining the current search data. The filter options shown match the Metadata Fields selected by your System Administrator
2 Total Results The total number of results returned from a search
3 Tag Drawing Checkbox for tagging a drawing
4 Favourite Icon Indicates if a Drawing has been favourited. Clicking the start will either add or remove a Drawing from the favourite Records
5 Filter Toggle Shows/Hides the Filters section
6 Drawing Drawings returned from the search. Each column is populated with the Drawing's respective metadata. Clicking a Drawing row will open the Drawing View Page
7 Search Bar The search bar for specifying new searches. The placeholder value is the current search query
8 Search Button Click the search button to execute a new search
9 Metadata Columns The metadata columns are specified in the Admin Console. Each column header is clickable to sort the Drawings alpha-numerically
10 Review Drawings Clicking this will open the Review Drawings modal. One or more Drawings must be tagged first
11 Share Drawings Clicking this will open the Share Drawings modal. One or more Drawings must be tagged first
12 Download Drawings Clicking this will open the Download Drawings modal. One or more Drawings must be tagged first
14 Create Project Clicking this will open the Create Project modal.
15 Edit Status Displays the current edit status for the drawing (either Checked In, Checked Out or Final). This column is always shown

REVIEW DRAWINGS

CM WORKFLOW

Drawings can be tagged to be reviewed via the Review Drawings modal.

  1. In the Search Results page, tag one or more Drawing(s)
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  2. Click on the Review Drawings button
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  3. The Review Drawings Modal will be displayed
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Click Review to initiate the Content Manager Workflow.
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Note

The workflow is set in the Admin Console

CM ACTION

Click Review to initiate the CM Action.
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Note

The action and responsible location are set in the Admin Console

SHARE DRAWINGS

To share Drawings:

  1. In the Search Results page, tag one or more Drawing(s)
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  2. Click on the Share Drawings button
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  3. The Share Drawings modal will be displayed
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NAME DESCRIPTION
Share links via email This will generate a new email with the tagged drawings generated as hyperlinks. 2022-08-17_15-27-14.png
Share drawings via Teams Opens the Send to Teams modal
Copy to Clipboard Copies the tagged drawings as URLs to your clipboard

SEND TO TEAMS

This modal is displayed when the Share drawings via Teams button is clicked.

Note

When sharing Records to Teams, the Records will not be checked out

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Name Description
Select Team Dropdown displaying a list of Microsoft Teams that the user is a part of. Selecting a Team will populate the Select Channel dropdown
Select Channel Select the channel for sharing the Drawings to
Select Folder Select a folder within the channel to send the Drawings to. If no folder is selected, the Drawings are sent to the root directory of the selected Channel
Copy PDF This option will send PDF copies of the tagged Drawings to the selected Channel within the selected Team
Send Clicking this button will send the Drawings to Teams
Cancel Click this button to close the Send to Teams modal

DOWNLOAD DRAWINGS

To download Drawings:

  1. In the Search Results page, tag one or more Drawing(s)
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  2. Click on the Download Drawings button
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  3. The Download Drawings modal will be displayed
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NAME DESCRIPTION
Download PDF Downloads a zip containing the PDF versions of the tagged Drawings
Download Original Downloads a zip containing the electronic documents of tagged Drawings

CREATE PROJECT

The Create Project modal allows users to create a new project folder structure in Content Manager as well as Teams.

If Drawings have been tagged, they will be alternatively contained within a Reference Materials folder in the Project Structure.

  1. Click on the Create Project button
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  2. The Create Project modal will be displayed

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NAME DESCRIPTION
Project Title Title of the project folder structure
Project Type Dropdown for selecting the project type. Project Types are created/configured in the Admin Console
Project ID Id for the Project
Document Folder The folder that the tagged Drawings will be sent to when the Project is created in Content Manager and Teams
Expected Return Date The date that the drawings are expected to return to Content Manager
Upload To Teams If enabled, the project folder structure will be created in the General Channel of the Selected Team
Select Team Specify the Team to create a project in
Create Clicking this button will create the project on Content Manager as well as Teams (if enabled)
Cancel Clicking this button will close the Create Project modal

DRAWINGS VIEW PAGE

Clicking on a Drawing in the Search Results will open the Drawings View Page
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The Metadata displayed in the left column is controlled in the Admin Console.
The PDF rendition (if available) of the Drawing is displayed on the right.
Clicking on a related Record will open the Drawings View page for that record.

ACTIONS

NAME DESCRIPTION
Black & White If enabled, the PDF will be in black and white
Download Opens the Download Drawing Modal
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Edit Drawing Opens the Drawing in the default program in edit mode. The drawing is checked out and is checked in once the program is closed
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View Drawing Opens the Drawing in the default program in read-only mode
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Update Drawing Launches the Update Drawing modal
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Show all versions Opens the Search Results page showing all the Record versions for the Drawing
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Show in Google Maps Opens Google Maps to the location of the Drawing in a new tab. The GPS Record field must have a value for this feature to work.
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Edit Metadata Opens a modal to edit the Record's metadata.
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UPDATE DRAWING MODAL

The File uploaded is initially attached as a new revision on the Record.

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NAME DESCRIPTION
File Drop area Drag and drop the updated drawing file. This file will be added to the Drawings Record as a new version
Update Clicking this button will start either the specified Record action or Workflow. This is set in the admin console
Cancel Closes the Update Drawings modal

CM WORKFLOW

Click Update to initiate the Content Manager Workflow.
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Note

The workflow is set in the Admin Console

CM ACTION

Click Update to initiate the CM Action.
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Note

The action and responsible location are set in the Admin Console

GPS SEARCH

The GPS Search page allows for searching for Drawings via their GPS Location. It is accessed via the main hamburger menu in the top right.

Note

This feature is only enabled if a Google Maps API Key has been configured in the Admin Console.

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SEARCHING FOR DRAWINGS NEAR AN ADDRESS

  1. Enter an address into the search bar and select the auto-complete suggestion
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  2. Specify a radius for Drawings2CM to locate drawings near the address, and click on the Search button
    2023-02-16_14-58-48.png

  3. Drawings2CM will draw a radius around the specified address and will drop Markers at the location of the Drawings within the given radius.
    2023-02-16_15-00-54.png

  4. Click on a Marker to view the metadata of the drawing
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  5. Clicking on the View button will open the Drawing in the Drawings2CM View page in a new tab
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SEARCHING FOR DRAWINGS NEAR YOUR CURRENT LOCATION

  1. Click on the Current Location button
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  2. Consent to the browser knowing your current location by clicking Allow
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  3. Drawings2CM will locate Drawings near your current location using the specified Radius
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  4. The radius can be increased or decreased before doing a Current Location search by using these fields
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UPLOAD PAGE

The upload page is used to upload new Drawings to Content Manager and is accessed via the main hamburger menu in the top right.
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The fields displayed on the upload form are taken from the Drawings Record Type. Fields marked with an * symbol are mandatory.

To upload Drawing(s):

  1. Drag and drop one or more files into the File Drop area
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  2. Fill in the mandatory fields

Note

If the Title is left blank, the file name will be used as the title

  1. Click Upload
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  2. Once the uploads are complete, the Upload Summary page will be displayed
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TRIGGER UPLOAD WORKFLOW

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If the Trigger Workflow Uploads option is enabled, the specified upload workflow option will be triggered after the Record has been successfully uploaded to Content Manager.

MANUAL RECORD NUMBERING

If the record type selected has manual Record Numbering, a record number must be supplied on upload.

SINGLE FILE UPLOADS

Fill in the field below with a Record Number that matches the pattern before clicking the Upload Button.
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MULTIPLE FILE UPLOADS

Fill in all mandatory fields, then click the Upload Button. The Record Number Modal will appear with a Record Number field per file uploaded. All fields must be filled in.
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FAVOURITES PAGE

This page displays the user's favourite drawings and is accessed via the main hamburger menu in the top right.
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