Drawings2CM User Guide 1.0.22

AUTHENTICATION

The Drawings2CM application uses Azure AD authentication to validate the user’s credentials. Users will be required to 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.

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
   
3. After a successful sign-in, the app will load
   

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 detail can be found under the corresponding heading throughout this document.

TOP-RIGHT MENU ITEMS

HOME PAGE

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
   
3. The Search Results Page will be displayed

SEARCH RESULTS PAGE

The search results page is displayed when a search is performed in Drawings2CM.

REVIEW DRAWINGS

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

1. In the Search Results page, tag one or more Drawing(s)
   

2. Click on the Review Drawings button
   

3. The Review Drawings Modal will be displayed
   

SHARE DRAWINGS

To share Drawings:

1. In the Search Results page, tag one or more Drawing(s)
   

2. Click on the Share Drawings button
   

3. The Share Drawings modal will be displayed
   

NAME	DESCRIPTION
Share links via email	This will generate a new email with the tagged drawings generated as hyperlinks.
Share drawings via Teams	Opens the Send to Teams modal
Copy to Clipboard	Copys the tagged drawings as URLs to your clipboard

SEND TO TEAMS

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

DOWNLOAD DRAWINGS

To download Drawings:

1. In the Search Results page, tag one or more Drawing(s)
   

2. Click on the Download Drawings button
   

3. The Download Drawings modal will be displayed
   

SEND TRANSMITTAL

The Send Transmittal modal will allow users to tag and send Drawings to a Microsoft Teams Channel along with a Transmittal CSV document. Drawings sent to Teams are also checked out in Content Manager.

1. In the Search Results page, tag one or more Drawing(s)
   

2. Click on the Send Transmittal button
   

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
   

2. The Create Project modal will be displayed

DRAWINGS VIEW PAGE

Clicking on a Drawing in the Search Results will open the Drawings View Page

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
Download	Opens the Download Drawing Modal
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
View Drawing	Opens the Drawing in the default program in read-only mode
Update Drawing	Launches the Update Drawing modal
Show all versions	Opens the Search Results page showing all the Record versions for the Drawing
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.

UPDATE DRAWING MODAL

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

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.

SEARCHING FOR DRAWINGS NEAR AN ADDRESS

1. Enter an address into the search bar and select the auto-complete suggestion
   

2. Specify a radius for Drawings2CM to locate drawings near the address, and click on the Search button
   

3. Drawings2CM will draw a radius around the specified address and will drop Markers at the location of the Drawings within the given radius.
   

4. Click on a Marker to view the metadata of the drawing
   
   

5. Clicking on the View button will open the Drawing in the Drawings2CM View page in a new tab
   

SEARCHING FOR DRAWINGS NEAR YOUR CURRENT LOCATION

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

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.

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
   

2. Fill in the mandatory fields

3. Click Upload
   

4. Once the uploads are complete, the Upload Summary page will be displayed
   

FAVOURITES PAGE

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