3.1.1 SIGNAX DOCS Cloud CDE

SIGNAX DOCS Cloud CDE

SIGNAX DOCS is a technical document management system that stores¹, transfers, and shares construction data files within projects. The system supports uploading files in various formats and allows viewing PDF documents, DOCX, XLSX, JPG, MP4, RVT, DWG, NWD, and other CAD formats and editing Google documents.

SIGNAX DOCS offers functionality for data storage, file viewing, comment issuing, maintaining version control, and document review processes. Access to the data is available through a web browser on desktops, laptops or mobile devices. Users need to create a SIGNAX account, where the login is their current email address.

[1] Data can be stored on the customer's local servers by installing and configuring S3 storage. If the customer does not require this, data is stored on SIGNAX servers by default.

Creating a Project and Adding Users

The SIGNAX hub administers companies and projects. Section 2.1, Authorization in the Common Data Environment, provides a complete guide to creating and managing companies.

In this guide, we will consider creating a project and adding users and roles.

After creating the company and assigning licenses to the administrator, it is necessary to create a project and add users to it.

1. Let's create a project. To do this, go to hub.sgnx.io ➤ COMPANY section ➤ PROJECTS tab and click +

2. In the pop-up window, fill in the fields and click "Add"

3. The project is created. Now, let's add users to the project. Click "Add User".

4. In the pop-up window, select the user from the list and click "Add."

5. Users are added, now you can assign roles to them.

Role Creation and Assignment

In the SIGNAX DOCS service, "roles" are used to customize project participants' access to additional modules and system elements based on their responsibilities.

1. To create a role, go to the hub.sgnx.io website ➤ COMPANY section ➤ ROLES tab and click "Add"

2. In the pop-up window, specify the role name and click "Add"
3. After creating all the necessary roles, go to the USERS tab, click on the three dots in the "Role" column, and assign the corresponding role to the user. Now the user will automatically be assigned the role when added to a new project. The same role can be assigned to different users, for example, Architect.

To change a user's role in an existing project, go to the PROJECTS tab, click on the three dots in the "Role" column, and assign the corresponding role to the user on that project.

After this, Roles will be available in the access permissions settings in SIGNAX DOCS.

Setting Folder Access Permissions

In SIGNAX DOCS, project administrators can grant various access permissions to users and roles for specific folders.

Go to docs.sgnx.io

1. To access the access settings, right-click on the folder ➤ "Edit permissions"

2. In the opened window, click "Add." Then select the user or role from the list and click "Add." Multiple users can be in one role, for example, Designers. (see Role Creation)

3. After adding users, assign them specific access permissions to the folder in the PERMISSIONS column. Subfolders inherit access permissions from the parent folder.

There are several levels of folder access permissions:

• View and Download - users can only open, view, and download files in folders
• Upload - users can upload their files to the folder
• Edit - users have full editing access to files in the folder (delete, rename, etc.)

Actions | Access permissions	View and Download	Download	Edit
View files	➕	➕	➕
Copy file link	➕	➕	➕
Download	➕	➕	➕
Publish files	➕	➕	➕
Sign files	➕	➕	➕
Create comments	➕	➕	➕
Upload file/link	➖	➕	➕
Add nested folder	➖	➕	➕
Copy file/folder	➖	➕	➕
Move file/folder	➖	➖	➕
Rename file/folder	➖	➖	➕
Delete file/folder	➖	➖	➕
Restore file/folder	➖	➖	➕

Adding Links to Google Docs and Google Sheets

In the SIGNAX DOCS service, it is possible to add links to Google Docs and Google Sheets.

1. Click + and select "Link"

2. In the pop-up window, enter the file name and paste the copied link to the Google Docs into the "File Link" field. Click "Upload"

3. A file will be created, clicking on which will open Google Docs and Google Sheets within the SIGNAX DOCS.

Creating Project Folder Structure

There are several ways to create a folder structure in your project:

Method 1. You can create folders manually. To do this, right-click next to the folder ➤ "Add Folder"

Method 2. If you have a project structure on your computer, you can transfer it to DOCS. For a successful transfer, each folder must contain files, i.e., folders must not be empty. Otherwise, they will not be transferred.

Drag your structure from the file explorer to the DOCS area

Method 3. You can also transfer the folder structure to a new project from a previous or template project.

To do this, delete all folders in your new project. Then, right-click on the "Project Files" folder ➤ "Copy Folder Structure".

In the opened window, select the template project from which the folders will be copied and click "Copy." Thus, the folder structure will be copied from the template project to your new project.

File versions

In SIGNAX DOCS, working with file versions is available. The previous version of the file is saved in the history when uploading a new file with the same name. Thus, versioning allows tracking different file versions and reverting to previous versions if needed.

1. To open the file history, click on the file version number in the "Version" column.

2. A window will open with a list of all file versions along with information about who and when added the document. The current version of the file is marked as "Set actual".

• Users with editing access permissions can make an old version current. To do this, click 
• To download any version of the file, click 
  

Basket. Restoring Deleted Files

All deleted files are stored in the trash. Only the project administrator can restore files.

1. Go to the folder where the file was deleted, and in the bottom left corner, click "BASKET".

2. A list of files in the trash will appear, along with information about who and when deleted the file. To restore, check the boxes next to the files and click "Restore". To restore a single file, right-click ➤ Restore.

3. To exit the trash, click "BASKET" again.

Comparing PDF documents

A compare feature is available while viewing PDF documents with more than 1 version uploaded.

1. Select "Compare" in the top right corner.

2. You have an option to compare current document versions or select external file from other directory.

That can be useful when designer uploads drawings with different file names or creates submittal packages in separate folders.

3.  After comparison process you can switch between version with "A" and "B" buttons, as well as return to comparison "Result". Use rotate buttons to rotate document.

PDF Comparison settings

and  buttons allow you to scale and move one version against a comparable one. This may be needed if the document format (size/scale/section) is changed. Press back arrow to revert changes.

Press settings for detailed comparison settings.

• Change the "Detailing" value for larger documents comparison.
• A larger "Matching threshold" value will filter small deviations between documents.

Viewing BIM Models

Autodesk Forge Viewer is used to view 3D models in SIGNAX DOCS.

Forge Viewer allows viewing the following file formats:

Description	Format
AutoCAD	.cad .dwg .dfx
Revit	.rvt .rfa .rte
Navisworks	.nwc .nwd
Industry Foundation Classes	.ifc
ArchiCAD	.pln
DWF Viewer	.dwf
AutoCAD, SolidWorks	.dxf
3ds Max	.fbx .3ds
Rhino	.3dm .rng
SketchUp	.skp
MicroStation	.dgn
Wavefront OBJ	.obj
Collada	.dae
Stereolithography	.stl
ACIS	.sat
Standard for the Exchange of Product Data	.step .stp

    To open the model, process it once in Forge Viewer. Right-click on the file ➤ "Process in Autodesk." To process multiple models, use the corresponding buttons on the toolbar.

After processing the model, it can be opened for viewing.

File sharing

In SIGNAX DOCS, there is an option to open shared access to any files and folders and share them with all participants of the construction process, even those without DOCS licenses.

1. To open shared access for a file or folder, right-click ➤ Share.

2. In the opened window, select the Publication Type from the list and click "Open Access". The link to the published file will be automatically copied to the clipboard.

Publication Types:

• "View" - allows users only to view the published document without the ability to download it.
  
• "View and Download" - allows users to view and download the document.

3. When opening the published link to a folder, the user will see all files and subfolders included in the folder with shared access.

By clicking on any file, it can be opened for viewing and downloading, depending on the selected Publication Type.

4. All published files and folders are marked with theicon. By clicking on it, a window will open with the option to recopy the published file, change the publication type, or disable shared access for the file.

5. The project administrator can access all published links stored in tabular form in the Public Links section.

This section displays the following information:

• Link number in the list;
• Name of the published file or folder;
  
• Link to the published file or folder, which can be copied or deleted, thereby disabling shared access;
  
• Who added the link;
  
• Date the link was added.
  

Issues

In SIGNAX DOCS, issues can be created for files of any format. Issues can be created both in the document itself and from the issues registry without attaching to a document.

Issue Settings

The project administrator has access to Project Settings, as well as full access to edit any issue.

In project settings, the administrator creates issue types for the current project. Each type can have custom attributes where the user can provide additional information about the issue.

To add a Custom Attribute, click +

Types of Custom Attributes:

• The "Text" attribute allows users to enter arbitrary text to provide additional information, explanations, or comments on the issue.
• The "Yes/No" attribute represents a logical value that allows the user to choose one of two response options: "Yes" or "No." It is used to obtain a simple answer to a question.
• The "List" attribute is used to provide the user with a list of predefined response options, for example, to select the type of work, type of violation, etc.
  
• The "Date" attribute allows users to select or manually enter a date. It is used to specify timestamps or deadlines associated with the issue.
  
• Each attribute can be mandatory or optional. This is controlled by the switch.

Issues Registry

All issues created in the project are stored in tabular form in the "Issues" section.

The registry displays the necessary information about the issues:

• issue number and status
• issue type
• Title
• Description
• Responsible for addressing the issue
• File - clicking on the field opens the document to which the issue is assigned
  
• Date of the last issue modification

To view and edit an issue, click on the issue row in the registry.

To open the document where the issue was created, click on the file path in the "Document" field.

To navigate the registry, you can use search by issue title, description, and file name, as well as filters in the top right corner of the screen.

All issues can be exported in Excel format by clicking 

Creating issues

Any SIGNAX DOCS user can create an issue. The issue Author, the person Responsible for addressing the issue, and the Project Administrator have editing access to the issue.

To create an issue without attaching it to a document, go to the "issues" section and click  in the upper left corner. In the opened window, fill out the issue form.

To create an issue attached to a document, open any file, and in the right part of the screen, click

The issue form will open in the left part of the screen, which needs to be filled out:

• Issue type - types are configured by the project administrator. Each type has its own purpose and custom attributes.
• Title - a brief name of the issue, displayed in the issues registry and relevant to the type.
• Responsible - specifies the users or roles responsible for addressing the issue and who are project participants. The responsible person will receive an email notification about the issue creation.
• Status - one of the issue statuses is selected: "Draft," "Open," "Answered," "Closed," and "Deleted." When selecting the "Draft" status, no email will be sent to the responsible person.
• Placement - specifies the issue's location on the drawing. For example, Axes A-B/1-2.
• Description - filled in for a more detailed description of the issue.
• Files - adding additional files from the project to the issue.
• Custom Attributes (if available) - created by the project administrator and used to add additional information to the issue, such as Violation Type, Work Type, Category, etc.

Required fields are marked with an asterisk "*".

Issues can be left for each issue in PDF and image documents. Five types of marks are available: Arrow, Rectangle, Pencil, Text, and Ellipse. The issues left are saved in all document versions.

After creating or changing the issue status, the responsible user and the issue author will receive an email notification.

By following the link in the email, the user can open the document and get more information about the assigned issue.

To open or close the issues list in the current document, click in the top part of the document.

Reviews Workflow

Review settings

In the review settings, the Administrator establishes review types for the current project. These types include assigning review stages to users responsible for document verification. Additionally, configurations for statuses, stamping, signing, copying, and notifications are made.

Review settings are located within the Project Settings.

Let's delve into each setting in detail:

Review Stages

Here, users or roles responsible for document verification are assigned. During the review process, each designated approver checks documents from the set and assigns them corresponding statuses. Up to 10 approvers can be specified.

The review period is set beside each approver (up to 31 days).

If an approver with the enabled lock iconrejects a document in the set as not meeting the verification criteria, the document will be blocked, and subsequent approvers won't be able to assign a status to it. If the lock is disabled, then in case of file rejection, it will still move to the next approver for verification.

By default, the review process proceeds sequentially, but starting from three users, it's possible to choose a parallel

review order. In this way, the parallel stage starts and becomes active alongside the previous one.

For example, in this scenario, Stage 2 will proceed concurrently with Stage 1.

Statuses

In the "Status" field, a status type is selected, serving as a logical option responsible for advancing the document to the next review stage: Approved or Rejected. Thus, an approved document moves to the next review stage, while a rejected document does not.

In the subsequent fields, the name and icon of the status are specified, which will be displayed to users during the review process. Up to 10 statuses can be added.

Stamping

During the "Stamping" stage, stamps and QR codes are applied to documents from the set.

First, the stamping type is selected from the list:

• Stamp: Only a Stamp will be applied.
• QR Code: Only a QR code will be applied.
• Stamp and QR Code: Both a Stamp and QR code will be applied.
• Do Not Stamp

Then, the Responsible for the stamping stage is selected, who verifies the correctness of stamping the documents.

• If the option "Complete stage automatically" is selected, then upon successful processing of all files (stamping), the stage automatically advances to the next one. However, if an error occurs with at least one file, the Responsible receives a notification via email about the error. In this case, the Responsible needs to take appropriate actions: either resend the file for stamping or continue the review without this file.
  
• If the option "Complete stage automatically" is not selected, then after stamping the files, the Responsible always receives an email notification about the completion of the stage. They verify the correctness of stamp placement and decide whether to continue the review process. If everything is in order, they can move to the next stage. If there are errors, the Responsible either resends the files for stamping or continues the review process without them.
  For QR and Stamp, fill in the overlay pages (pages where the stamp and QR code will be applied). For the Stamp, also fill in the Company, Full Name, and Position fields.

By default, the "Scale," "Indent," and "Size" fields are filled with optimal values for stamp and QR placement. If necessary, replace these values.

Copying

In this stage, the folder where stamped documents from the set should be copied is specified.

Multiple copying options are available:

• Do not copy
• Copy to a specific folder - The folder for copying is specified in the review settings.
• Create a structure - Two folders are specified: the outgoing folder (from which the path to the approved and copied file is read) and the incoming folder (where a similar folder structure is duplicated for storing copied files).
• Specify a folder at the final review stage - The Responsible at the final review stage specifies the folder where files from the set will be copied.

Notifications

The Notifications option allows specifying users, roles, or email addresses to whom a full review report will be sent after it is completed.

Review Creation

All project users can create review sets and submit them for review.

To create a review set, go to the "Reviews" section, click on the "+" button, and in the pop-up window, fill in the following fields:

• "Name" of the set.
• "Code" of the set.
• "Planned date" for the completion of the review process.
• Select a predefined "Review Type".

Next, open the newly created review set by clicking on its row in the registry and adding files to it. You can add files to the set from both within the review set and from the "Documents" section.

• To add files directly from the review set, click on the "+" button and select the necessary documents in the pop-up window.

• To add files from the "Documents" section, right-click ➔ "Add to Reviews".

At the top are the review stages. Hovering over each stage displays information about it. On the right side, you can see the status of each file at the stage.

Key:

	Review stage with a responsible reviewer.
	Document signing stage.
	Stamping and adding QR codes to files stage.
	Document copying stage from the set to the specified folder.

Starting Review

Clicking the "Send" button initiates the review process.

At the first stage, the responsible person receives an email notification indicating that they have been assigned a set for review and with deadlines for checking the set. Clicking the link in the email opens the review set directly.

All participants in the review process have read-only access to files. The responsible person reviews the documents in the set, adds comments if necessary, and then assigns the corresponding predefined statuses to each file.

• To set a status for multiple files, select them using checkboxes, then assign the status in the toolbar.
• To set a status for a single file, select the status on the right side of the screen.

After assigning statuses, click "Complete Stage" in the upper right corner of the screen and leave a comment for the stage, for example, if the file was approved with comments.

After completing the stage, the set moves to another review stage with the next responsible person. For detailed information about the previous stage, hover over the stage icon.

Review Registry

All review sets created in the project are stored in tabular form in the "Reviews" section.

The registry displays the necessary information about the packages:

• Package number and status.
• Package ID.
• Package name.
• Planned completion date of the review.
• Difference between the current date and the planned completion date of review.
• Number of approved files in the package.
• The responsible person at the current review stage.
• Review process status.

To view or edit review package, select row in review register.