Working with item documents in Upchain

Documents associated with an item contain valuable information for all members of a project – from designers to project managers. Let’s take a closer look at the relationship between items and documents.

Working with items and documents

After we identify the ways documents are organized in Upchain, we’ll explore how to import new documents, as well as how to view existing documents in Upchain.

Key takeaways

1. An item can contain PDF, Word, and Excel documents, as well as CAD files and drawings within its Documents tab.
2. The available document categories, specification types, and document numbering rules are configured by your tenant administrator.
3. Documents may be viewed directly in the web app within Upchain's PDF Viewer, or they can be downloaded locally.

Modifying a document

Let’s modify a document associated with an item and make the changes available to all project members.

Key takeaways

1. Documents begin in a Draft state. To modify a document, you must check it out.
2. When checking in a document, the name of the updated document must match the name of the original document.
3. To publish a document, you must first select a workflow within the document details. 
4. Typically, a document in a Published state is ready for consumption, or use, by other stakeholders.