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The document register

One list of every document in a project: what each column means, how to see every revision, and where the Global Document Register fits in.

2 min read

The Document register is the single list of every document in a project: its reference, its revision, its status, and whether it is current. When someone asks which drawing to build from, this is where you look.

Open the register

1
In the sidebar, open Projects and pick your project.
2
Go to Files, then Document register.
A project document register with rows of documents and the Upload Document and Export buttons in the header
screenshots/documents/the-document-register/register-overview.png
The register header holds **Upload Document** and **Export**.

What the columns mean

Column	What it shows
File name	The name of the uploaded file.
Document Reference	The unique identity of the document: discipline code plus sequence.
Title	The human-readable title. Titles may repeat; the reference never does.
Discipline	The discipline the document belongs to, such as Structural or Electrical.
Version	Which upload this row is (v1, v2).
Revision	The label the version carries (A, B, C).
Suitability	What the revision is fit for: a code plus its WIP or PUBLISHED stage.
Current	Yes or No. Yes means this is the revision the project builds from.
Status	Where the document sits in its lifecycle, such as Draft or Approved.

See every revision, not just the latest

By default the register shows one row per document. Turn on Show all document revisions to see every revision as its own row, superseded ones included. That view answers "what did we issue in March?" without leaving the register.

The register with the Show all document revisions toggle on, listing multiple revisions of the same document

screenshots/documents/the-document-register/show-all-revisions.png

Search, Advanced search, and Export

Type in the search box to filter by name, number, or type. Open Advanced search for precise filters like discipline, status, and suitability. Click Export in the register header to download the register as a file you can share or file away.

Project register vs the Global Document Register

The project register shows one project. The Global Document Register shows every document across all your projects in one list: open Docs in the sidebar and follow the Global documents register link. Same columns, wider view.

The Global Document Register listing documents from several projects in one table

screenshots/documents/the-document-register/global-register.png

The Global Document Register spans every project you can see.

Tip

Use the project register for day-to-day work and the global register when you need to find a document but cannot remember which project it lives in.

See it on the platform

Document control

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