--- title: "Drawings2CM User Guide 2.2.x" slug: "drawings2cm-user-guide-22x" updated: 2025-10-30T23:25:23Z published: 2025-10-30T23:25:23Z canonical: "helpfiles.fybsoftware.com.au/drawings2cm-user-guide-22x" --- > ## Documentation Index > Fetch the complete documentation index at: https://helpfiles.fybsoftware.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Drawings2CM User Guide 2.2.x ## 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](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/CM%20Location.png) ## 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 ![2021-08-10_12-32-43.jpg](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-10_12-32-43.jpg) 3. After a successful sign-in, the app will load ![2022-08-17_11-49-57.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_11-49-57.png) ## 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. ![2022-08-22_14-41-18.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-22_14-41-18.png) | 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 ![2022-08-17_12-07-58.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_12-07-58.png) | 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 ![2022-08-17_11-49-57.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_11-49-57%281%29.png) 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 ![2022-08-17_12-14-00.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_12-14-00.png) 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 ![2023-11-16_15-50-31.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-11-16_15-50-31.png) 2. Select either **Match all Results** or **Match any results** 3. Enter your **search criteria** ![2023-11-16_15-51-24.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-11-16_15-51-24.png) 4. Select **Search** to run your search 5. Your search results will be displayed ![2023-11-16_15-52-48.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-11-16_15-52-48.png) ## SEARCH RESULTS PAGE The search results page is displayed when a search is performed in Drawings2CM. ![2022-08-17_12-25-37.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_12-25-37%282%29.png) | 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) ![2022-08-17_14-59-34.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_14-59-34.png) 2. Click on the **Review Drawings** button ![2022-08-17_15-00-48.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_15-00-48.png) 3. The Review Drawings Modal will be displayed ![2022-08-17_14-53-14.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_14-53-14%281%29.png) Click Review to initiate the Content Manager Workflow. ![2023-11-16_15-13-50.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-11-16_15-13-50.png) Note The workflow is set in the **Admin Console** #### CM ACTION Click Review to initiate the CM Action. ![2023-11-16_15-18-56.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-11-16_15-18-56.png) 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) ![2022-08-17_14-59-34.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_14-59-34.png) 2. Click on the **Share Drawings** button ![2022-08-17_15-20-34.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_15-20-34.png) 3. The **Share Drawings** modal will be displayed ![2022-08-17_15-23-40.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_15-23-40.png) | 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](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/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 ![2025-10-24_8-51-58.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2025-10-24_8-51-58.png) | 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) ![2022-08-17_14-59-34.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_14-59-34.png) 2. Click on the **Download Drawings** button ![2022-08-17_15-41-50.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_15-41-50.png) 3. The Download Drawings modal will be displayed ![2022-08-17_15-43-35.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_15-43-35.png) | 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 ![2022-08-17_15-41-50.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_15-41-50%282%29.png) 2. The Create Project modal will be displayed ![2023-02-08_9-52-59.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-08_9-52-59%281%29.png) ![2023-02-08_9-53-22.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-08_9-53-22.png) | 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 ![2025-04-10_14-35-44.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2025-04-10_14-35-44.png) 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 ![2022-08-17_16-46-04.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_16-46-04.png) | | 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 ![2022-08-17_16-50-13.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_16-50-13.png) | | View Drawing | Opens the Drawing in the default program in read-only mode ![2022-08-17_16-51-43.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_16-51-43.png) | | Update Drawing | Launches the **Update Drawing** modal ![2022-08-17_16-54-40.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_16-54-40.png) | | Show all versions | Opens the Search Results page showing all the Record versions for the Drawing ![2022-08-17_16-56-13.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_16-56-13.png) | | 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. ![2023-02-16_14-27-25.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-16_14-27-25.png) | | Edit Metadata | Opens a modal to edit the Record's metadata. ![image.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/image-0YVVRH13.png) | ### UPDATE DRAWING MODAL The File uploaded is initially attached as a new revision on the Record. ![2022-08-17_16-58-44.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_16-58-44%281%29.png) | 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. ![2023-11-16_15-13-50.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-11-16_15-13-50.png) Note The workflow is set in the **Admin Console** #### CM ACTION Click Update to initiate the CM Action. ![2023-11-16_15-18-56.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-11-16_15-18-56.png) 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**. ![2023-02-16_14-50-24.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-16_14-50-24.png) ### SEARCHING FOR DRAWINGS NEAR AN ADDRESS 1. Enter an address into the search bar and select the auto-complete suggestion ![2023-02-16_14-57-32.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-16_14-57-32.png) 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](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/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](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-16_15-00-54.png) 4. Click on a Marker to view the metadata of the drawing ![2023-02-16_15-02-39.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-16_15-02-39.png) ![2023-02-16_15-02-28.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-16_15-02-28.png) 5. Clicking on the **View** button will open the Drawing in the Drawings2CM View page in a new tab ![2023-02-16_15-02-28.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-16_15-02-28%281%29.png) ### SEARCHING FOR DRAWINGS NEAR YOUR CURRENT LOCATION 1. Click on the **Current Location** button ![2023-02-16_15-05-52.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-16_15-05-52.png) 2. Consent to the browser knowing your current location by clicking **Allow** ![2023-02-16_15-08-58.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-16_15-08-58.png) 3. Drawings2CM will locate Drawings near your current location using the specified Radius ![2023-02-16_15-12-22.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-16_15-12-22.png) 4. The radius can be increased or decreased before doing a **Current Location** search by using these fields ![2023-02-16_15-14-18.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2023-02-16_15-14-18.png) ## 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. ![2022-08-17_17-03-24.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_17-03-24.png) 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 ![2022-08-17_17-06-44.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_17-06-44.png) 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 ![2022-08-17_17-08-44.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_17-08-44.png) 2. Once the uploads are complete, the Upload Summary page will be displayed ![2022-08-17_17-11-23.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_17-11-23.png) ### TRIGGER UPLOAD WORKFLOW ![2025-03-31_9-32-26.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2025-03-31_9-32-26.png) 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**. ![2024-03-27_8-56-00.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2024-03-27_8-56-00.png) #### 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. ![2024-03-27_8-50-00.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2024-03-27_8-50-00.png) ## FAVOURITES PAGE This page displays the user's favourite drawings and is accessed via the main hamburger menu in the top right. ![2022-08-17_17-13-44.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-08-17_17-13-44.png)