Introduction
User Interfaces for Sending and Receiving Packages
Available Package Types
Transmittal / Submittal Design Review Workflow
Notification Emails
What's New?
New in ProjectWise Deliverables Management CONNECT Edition Update 6
New in ProjectWise Deliverables Management CONNECT Edition Update 5.1
New in ProjectWise Deliverables Management CONNECT Edition Update 5
New in ProjectWise Deliverables Management CONNECT Edition Update 4.1
New in ProjectWise Deliverables Management CONNECT Edition Update 4
New in ProjectWise Deliverables Management CONNECT Edition Update 3
New in ProjectWise Deliverables Management CONNECT Edition Update 2
New in ProjectWise Deliverables Management CONNECT Edition Update 1
Enabling ProjectWise Deliverables Management
Register a ProjectWise Project
Turn On ProjectWise Deliverables Management in Your Project
Associate a Work Area with a ProjectWise Project
Adding and Managing Participants
Managing Participants from the Portal
Inviting External Participants to a Project
Accepting a Project Invitation from Another Organization
Adding an Internal Participant (portal)
Changing Permissions or Title of an Internal Participant (portal)
Managing Participants from the Connector
Initial Project Participants and Default Permissions
Changing the Title or Permissions of an Internal Participant
Adding Additional ProjectWise Users to the Internal Participants List
Overriding an Internal Participant's Group Permissions
Adding Portal-Only Internal Users from ProjectWise Explorer
Inviting External Participants to the Project from ProjectWise Explorer
Sending Transmittals
To Create a Transmittal
To Add Recipients to a Transmittal Draft
To Add ProjectWise Documents to a Transmittal Draft
To Set Due Dates and Reminders for the Transmittal
To Open a Transmittal Draft
To Send a Transmittal Draft for Review
To Review a Transmittal Draft
To Delete a Transmittal Draft
To Issue a Transmittal
To Recall a Transmittal
To View Transmittal Responses
To Share a Transmittal with Other Internal Participants
To Manually Import Attachments to Transmittal Responses into the Work Area
To Unlock a Response
To View the History of a Transmittal
To Send Updated Documents in a New Version of the Original Transmittal
Managing Incoming Submittals
To Acknowledge a Submittal
To Download the Contents of a Submittal
To Forward a Submittal
To Select an Internal Participant (delegate responder) to Respond to a Submittal on Your Behalf
To Request Submittal Responses from Additional Reviewers
To Respond to a Submittal
To Reject a Submittal
To Manually Import Submittal Documents into the Work Area
To View Submittal Responses
To Share a Submittal with Other Internal Participants
To View the History of a Submittal
Displaying Submittal Responses in the Document List
PDF Review Workflow
Review PDFs, Add Issues, Send Responses
View PDF Responses, Address Issues
Resend New Versions of PDFs
Verify Issues Have Been Fixed
View a Response for a Closed Issue
Issue Resolution Workflow Within the PDF Review Workflow
Sending RFIs
To Create an RFI
To Open an RFI Draft
To Send an RFI Draft for Review
To Review an RFI Draft
To Delete an RFI Draft
To Issue an RFI
To Recall an RFI
To Review and Accept or Reject RFI Responses
To Manually Import RFI Response Attachments
To View the History of an Outgoing RFI
Managing Incoming RFIs
To Acknowledge an RFI
To Forward an RFI
To Select an Internal Participant (delegate responder) to Respond to an RFI on Your Behalf
To Invite Additional Responders to Respond to an RFI
To Send Your RFI Response Back to the RFI Author
To Reject an RFI
To Review an RFI Draft Response Before Sending
To Manually Import Attachments to Incoming RFIs into the Work Area
To View the History of an Incoming RFI
Sending General Correspondences
To Create a General Correspondence
To Send a General Correspondence Draft for Review
To Review a General Correspondence Draft
To Issue a General Correspondence
To Recall a General Correspondence
To Review and Reply to General Correspondence Responses
Managing Incoming General Correspondences
To Acknowledge a General Correspondence
To Send Your Response Back to the General Correspondence Author
Searching and Filtering the Outgoing, Incoming, and Drafts Folders
Archiving Outgoing and Incoming Items
Generating and Exporting Reports for Outgoing or Incoming Items
Viewing All Deliverables Management Data Related to a Particular ProjectWise Document
Configuring Portal and Connector Settings
Configuring Portal Settings
Configuring Attribute Lists and Settings for Each Package Type
Transmittal Attributes and Settings
RFI Attributes and Settings
Submittal Attributes
Configuring the Attribute List for General Correspondences
Modifying Cover Letter Templates
To Upload or Edit a Cover Letter Template
Using Variables in the Cover Letter Template
Defining Purposes and Response Options
To Create or Edit a Purpose
To Reorder or Remove Purposes
Configuring Distribution Rules for Transmittals
Numbering Rules for Generating Package IDs
Defining Custom Classification Labels
Configuring Default 'Due Date' Settings for Acknowledgements and Responses
Notification Settings
Editing Email Notification Templates
Notification Variables
Configuring Sender Information for Notification Emails
Copying Settings from Another Project
Disabling Deliverables Management in the Project
Configuring Connector Settings
Defining Storage Locations for Imported Content
To Change the Import Storage Location for Attachments to Incoming Responses for Outgoing Transmittals
To Change the Import Storage Location for Incoming Submittal Documents
To Change the Import Storage Location for Attachments to Incoming Responses for Outgoing RFIs
To Change the Import Storage Location for Attachments to Incoming RFIs
Automatically Set 'Final' Status on Imported Submittal Documents
Changing the Assigned Global View
Changing the Primary Work Area
Using the ProjectWise Deliverables Management Portal
Sending Transmittals (portal)
To Create a Transmittal (portal)
To Add Recipients to a Transmittal Draft (portal)
To Add Documents to a Transmittal Draft (portal)
To Set Due Dates and Reminders for the Transmittal (portal)
To Open a Transmittal Draft (portal)
To Send a Transmittal Draft for Review (portal)
To Review a Transmittal Draft (portal)
To Delete a Transmittal Draft (portal)
To Issue a Transmittal (portal)
To Recall a Transmittal (portal)
To View Transmittal Responses (portal)
To Download Response Attachments and a Response Report for a Transmittal (portal)
To Unlock a Response (portal)
To Share a Transmittal with Other Internal Participants (portal)
To Send Updated Documents in a New Version of the Original Transmittal (portal)
Managing Incoming Submittals (portal)
To Acknowledge a Submittal (portal)
To Download the Contents of a Submittal (portal)
To Forward a Submittal (portal)
To Select an Internal Participant (delegate responder) to Respond to a Submittal on Your Behalf (portal)
To Request Submittal Responses from Additional Reviewers (portal)
To Respond to a Submittal (portal)
To Reject a Submittal (portal)
To View Submittal Responses (portal)
To Share a Submittal with Other Internal Participants (portal)
To Generate and Export a Submittal Response Report (portal)
PDF Review Workflow (portal)
Review PDFs, Add Additional Reviewers, Send Responses (portal)
View PDF Responses, Address Issues (portal)
Resend New Versions of PDFs (portal)
Verify Issues Have Been Fixed (portal)
View a Response for a Closed Issue (portal)
Sending RFIs (portal)
To Create an RFI (portal)
To Open an RFI Draft (portal)
To Send an RFI Draft for Review (portal)
To Review an RFI Draft (portal)
To Issue an RFI (portal)
To Recall an RFI (portal)
To Review and Accept or Reject RFI Responses (portal)
Managing Incoming RFIs (portal)
To Acknowledge an RFI (portal)
To Download RFI Attachments (portal)
To Forward an RFI (portal)
To Select an Internal Participant (delegate responder) to Respond to an RFI on Your Behalf (portal)
To Invite Additional Responders to Respond to an RFI (portal)
To Send Your RFI Response Back to the RFI Author (portal)
To Reject an RFI (portal)
To Review an RFI Draft Response Before Sending (portal)
Sending General Correspondences (portal)
To Create a General Correspondence (portal)
To Send a General Correspondence Draft for Review (portal)
To Review a General Correspondence Draft (portal)
To Issue a General Correspondence (portal)
To Recall a General Correspondence (portal)
To Review and Reply to General Correspondence Responses (portal)
Managing Incoming General Correspondences (portal)
To Acknowledge a General Correspondence (portal)
To Send Your Response Back to the General Correspondence Author (portal)
Searching and Filtering the Outgoing, Incoming, and Drafts Tabs (portal)
Generating and Exporting Reports for Outgoing or Incoming Items (portal)
Viewing the History of Outgoing and Incoming Items (portal)
Archiving Outgoing and Incoming Items (portal)
Displaying Package Statistics in ProjectWise Project Insights