Clipboard Actions

Clipboard allows you to perform different actions based on your role in the project and the document's status in the workflow. You can do the following actions:

• Compliance Check: Verify whether the document meets the compliance rules defined by your system administrator.

• Metadata: Edit, export, or import document properties through its metadata.

• Release: Release documents to complete change control and create master documents.

• Send: Send documents through the Portal workflow with the following purposes:

  • For Revision

  • For Handover

  • For Approval

  • For Review

  • For Information

  • To Meridian

• Details: View document properties.

• Menu: Explore more workflow actions in the Menu icon:

  • Accept Drafts: Accept the drafts submitted by contractors or contributors to route documents in the workflow.

  • Assign Ownership: Change the ownership of documents in Compliance Check and For Routing statuses.

  • Set Under Change and Retract Under Change: Assign documents to internal users for modifications or retract them.

  • Revise Released Documents: Send released documents for revision to update previously finalized documents.

  • Delete Drafts and Delete Documents: Delete documents from a project.

  • Undelete Documents: Restore documents to a project.

  • New Document Number: Generate unique document numbers for documents in Draft and For Routing statuses.