In this article you will learn how to upload drawings to Fulcrum and send them for approval.
Features covered: Smart Upload for Drawings, New Mail, Mail Types and Responses
Upload Drawings to Fulcrum
1. Navigate to "Smart Upload for Drawings" from the Left Navigation Menu.
2. Drag and drop the drawings you wish to upload to Fulcrum on this page. Smart Upload for drawings automatically extracts the "Title" and "Revision Number" of the drawings you upload via this function.
3. The process is kick-started once you click the "Start OCR Process" button. When this is complete, you will receive a mail from Fulcrum notifying you that you can file the drawings to Fulcrum.
4. Fill in the required metadata, and upload the drawings.
5. You can see the result of the upload and have two options - either to Send Mail or to start New Upload. Starting a New Upload take you back to the first step of the Smart Upload for Drawings where you can upload another set of drawings.
Start a New Mail
6. Selecting "Send Mail" option creates a new mail which has the drawings you've just uploaded as attachments.
7. Enter the recipients in the To and CC fields, and the subject of the mail. If you choose "Is Confidential" the mail will be available only to you and the recipients and others on the project cannot view it.
9. Select the Mail Type, Workflow Type, and for Response Required, choose "Approve."
10. Fill in the other details on the Mail form such as Reason for Issue, Due Date, Discipline, Sib Discipline, Location, Document Type, Contract#, and enter the message.
11. Click the "Send" button.
12. You can verify whether it has been sent from "My Sent."
At the Approver's End
1. When the approver logs into Fulcrum, they can see that they have a new mail which requires an action from them. They will also be notified via an e-mail.
2. When they open the mail, they can view the attachments, and see that they have an action to complete.
3. They can open the action and complete it, either by Approving or Rejecting it. They can also add comments and upload documents against the action they are completing.
Viewing Approver's Reply
1. You will be notified via e-mail when the approver completes their action. You can also view the mail directly from Fulcrum.
2. From Mailed Documents, you can see that the drawings that were attached to the mail have the "Approval Status" as "Approved."
3. You can reply to or forward this mail.
