{"_id":"5d0b53cdb4197802deb26e68","project":"54870ea47810260b001c36ab","version":{"_id":"54870ea57810260b001c36ae","project":"54870ea47810260b001c36ab","__v":20,"createdAt":"2014-12-09T15:00:53.237Z","releaseDate":"2014-12-09T15:00:53.237Z","categories":["54870ea57810260b001c36af","5487116f7810260b001c36b5","548711797810260b001c36b6","548711807810260b001c36b7","548713127810260b001c36bd","548713247810260b001c36be","548713aa7810260b001c36c0","548713c2f907080b00fc49d5","548713eef907080b00fc49d9","54871a0db3441a1f00f20d78","54871b15b3441a1f00f20d7e","54871cbeb3441a1f00f20d87","548817fac178b40b00aa2eec","558a6dd975eaf50d004e4bf5","558a6e37dbe5b63700f8d1fe","56795d8c07bf6a0d0083ee9e","583e9d764ced340f00b05a5c","5d1f3f70b4648901728803b7","5d22f7db4c9e14005111e34f","5d22fa62a541770012a07464"],"is_deprecated":false,"is_hidden":false,"is_beta":false,"is_stable":true,"codename":"","version_clean":"1.0.0","version":"1.0"},"category":{"_id":"583e9d764ced340f00b05a5c","project":"54870ea47810260b001c36ab","version":"54870ea57810260b001c36ae","__v":0,"sync":{"url":"","isSync":false},"reference":false,"createdAt":"2016-11-30T09:35:50.177Z","from_sync":false,"order":1,"slug":"more-features","title":"More features"},"user":"54870d54f907080b00fc49cd","__v":0,"updates":[],"next":{"pages":[],"description":""},"createdAt":"2019-06-20T09:37:17.632Z","link_external":false,"link_url":"","sync_unique":"","hidden":true,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":false,"order":999,"body":"## Manage documents to receive (and display them in your field reports)\n\nWith ArchiSnapper you can manage a list of documents to receive from other parties. Examples could be energy modeling docs, the technical drawings that an engineer or contractor needs to provide, as built plans, ...\n\nHere's how to do this: from [your online ArchiSnapper account](https://app3.archisnapper.com/), go to 'docs and plans' for any of your projects, then go to 'list of documents (to receive)' for this project and start adding the documents to receive. You can add docs to receive one by one, or by selecting them from a document checklist (more on this below). \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/b1f6f75-docs_to_receive_with_archisnapper.png\",\n        \"docs to receive with archisnapper.png\",\n        1085,\n        428,\n        \"#eaeff1\"\n      ]\n    }\n  ]\n}\n[/block]\nNote that there's a layout setting to also show these documents to receive in your PDF reports for this project:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/479de0d-documents_to_receive_with_archisnapper.png\",\n        \"documents to receive with archisnapper.png\",\n        723,\n        338,\n        \"#dddddc\"\n      ]\n    }\n  ]\n}\n[/block]\n## Request the documents with ArchiSnapper \n\nNow we can send an email to the assignees, requesting them to submit the documents. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/8081caf-request_others_to_submit_documents_with_archisnapper.png\",\n        \"request others to submit documents with archisnapper.png\",\n        1065,\n        287,\n        \"#efeeee\"\n      ]\n    }\n  ]\n}\n[/block]\nThe assignee will get an email with a link, from where they can upload the documents:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/9eb5842-request_docs_with_archisnapper.png\",\n        \"request docs with archisnapper.png\",\n        516,\n        177,\n        \"#c3c6cb\"\n      ]\n    }\n  ]\n}\n[/block]\nBy clicking on the link, they'll go to the page where they can upload the documents and submit them for a approval:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/5a6fe43-submit_documents_for_approval_with_archisnapper.png\",\n        \"submit documents for approval with archisnapper.png\",\n        975,\n        712,\n        \"#f0f1f1\"\n      ]\n    }\n  ]\n}\n[/block]\nYou'll immediately see these documents in your online ArchiSnapper account and you can view them and accept or reject them. \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/65b4946-follow_up_documents_with_archisnapper.png\",\n        \"follow up documents with archisnapper.png\",\n        792,\n        584,\n        \"#f2f2f2\"\n      ]\n    }\n  ]\n}\n[/block]\n## Documents to receive related settings\n\n**1) Document checklist**\n\nWhen you often request the same documents (as buit plans, energy related docs, ...) for different projects, you could create a document checklist that you can then use to shop from every time you add documents to receive to a project. \n\nTo manage this document checklist, you can go to '[categories and checklists in your online account](https://app3.archisnapper.com/checklists?doc_checklists=true&lang=en)'. (Note: if you don't see the documents to receive checklist in your menu, you just need to create one doc to receive for any of your projects and it will appear).\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/8c4d3a6-checklist_of_documents_to_receive_for_your_construction_project.png\",\n        \"checklist of documents to receive for your construction project.png\",\n        1084,\n        790,\n        \"#eaeff1\"\n      ]\n    }\n  ]\n}\n[/block]\nNow, when adding documents to receive for any of your projects, you can select them from your checklist:\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/9345dfb-create_documents_to_receive_from_checklist.png\",\n        \"create documents to receive from checklist.png\",\n        637,\n        417,\n        \"#dde2e4\"\n      ]\n    }\n  ]\n}\n[/block]\n\n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/4cef0f0-document_checklist.png\",\n        \"document checklist.png\",\n        1041,\n        500,\n        \"#eff0ef\"\n      ]\n    }\n  ]\n}\n[/block]\n**2) Document statuses**\n\nYou can manage different document statuses (eg to receive, submitted, received, ...). When requesting documents directly from ArchiSnapper, it's important to link a status to the 3 available colors (red - when document is still to receive, orange - when document has been submitted for approval, and green - when document has been received and approved). \n[block:image]\n{\n  \"images\": [\n    {\n      \"image\": [\n        \"https://files.readme.io/282d825-manage_document_statuses_with_archisnapper.png\",\n        \"manage document statuses with archisnapper.png\",\n        556,\n        668,\n        \"#b4431e\"\n      ]\n    }\n  ]\n}\n[/block]\nHere is a video that shows how it works:\n[block:embed]\n{\n  \"html\": \"<iframe class=\\\"embedly-embed\\\" src=\\\"//cdn.embedly.com/widgets/media.html?src=https%3A%2F%2Fwww.youtube.com%2Fembed%2F4CBlyEkXjEg%3Ffeature%3Doembed&url=http%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3D4CBlyEkXjEg&image=https%3A%2F%2Fi.ytimg.com%2Fvi%2F4CBlyEkXjEg%2Fhqdefault.jpg&key=f2aa6fc3595946d0afc3d76cbbd25dc3&type=text%2Fhtml&schema=youtube\\\" width=\\\"640\\\" height=\\\"480\\\" scrolling=\\\"no\\\" frameborder=\\\"0\\\" allow=\\\"autoplay; fullscreen\\\" allowfullscreen=\\\"true\\\"></iframe>\",\n  \"url\": \"https://www.youtube.com/watch?v=4CBlyEkXjEg&feature=youtu.be\",\n  \"title\": \"Request documents with ArchiSnapper\",\n  \"favicon\": \"https://s.ytimg.com/yts/img/favicon-vfl8qSV2F.ico\",\n  \"image\": \"https://i.ytimg.com/vi/4CBlyEkXjEg/hqdefault.jpg\"\n}\n[/block]\nQuestions? support:::at:::archisnapper.com","excerpt":"","slug":"manage-and-request-documents-to-receive-from-other-parties","type":"basic","title":"Manage and request documents to receive from other parties"}

Manage and request documents to receive from other parties


## Manage documents to receive (and display them in your field reports) With ArchiSnapper you can manage a list of documents to receive from other parties. Examples could be energy modeling docs, the technical drawings that an engineer or contractor needs to provide, as built plans, ... Here's how to do this: from [your online ArchiSnapper account](https://app3.archisnapper.com/), go to 'docs and plans' for any of your projects, then go to 'list of documents (to receive)' for this project and start adding the documents to receive. You can add docs to receive one by one, or by selecting them from a document checklist (more on this below). [block:image] { "images": [ { "image": [ "https://files.readme.io/b1f6f75-docs_to_receive_with_archisnapper.png", "docs to receive with archisnapper.png", 1085, 428, "#eaeff1" ] } ] } [/block] Note that there's a layout setting to also show these documents to receive in your PDF reports for this project: [block:image] { "images": [ { "image": [ "https://files.readme.io/479de0d-documents_to_receive_with_archisnapper.png", "documents to receive with archisnapper.png", 723, 338, "#dddddc" ] } ] } [/block] ## Request the documents with ArchiSnapper Now we can send an email to the assignees, requesting them to submit the documents. [block:image] { "images": [ { "image": [ "https://files.readme.io/8081caf-request_others_to_submit_documents_with_archisnapper.png", "request others to submit documents with archisnapper.png", 1065, 287, "#efeeee" ] } ] } [/block] The assignee will get an email with a link, from where they can upload the documents: [block:image] { "images": [ { "image": [ "https://files.readme.io/9eb5842-request_docs_with_archisnapper.png", "request docs with archisnapper.png", 516, 177, "#c3c6cb" ] } ] } [/block] By clicking on the link, they'll go to the page where they can upload the documents and submit them for a approval: [block:image] { "images": [ { "image": [ "https://files.readme.io/5a6fe43-submit_documents_for_approval_with_archisnapper.png", "submit documents for approval with archisnapper.png", 975, 712, "#f0f1f1" ] } ] } [/block] You'll immediately see these documents in your online ArchiSnapper account and you can view them and accept or reject them. [block:image] { "images": [ { "image": [ "https://files.readme.io/65b4946-follow_up_documents_with_archisnapper.png", "follow up documents with archisnapper.png", 792, 584, "#f2f2f2" ] } ] } [/block] ## Documents to receive related settings **1) Document checklist** When you often request the same documents (as buit plans, energy related docs, ...) for different projects, you could create a document checklist that you can then use to shop from every time you add documents to receive to a project. To manage this document checklist, you can go to '[categories and checklists in your online account](https://app3.archisnapper.com/checklists?doc_checklists=true&lang=en)'. (Note: if you don't see the documents to receive checklist in your menu, you just need to create one doc to receive for any of your projects and it will appear). [block:image] { "images": [ { "image": [ "https://files.readme.io/8c4d3a6-checklist_of_documents_to_receive_for_your_construction_project.png", "checklist of documents to receive for your construction project.png", 1084, 790, "#eaeff1" ] } ] } [/block] Now, when adding documents to receive for any of your projects, you can select them from your checklist: [block:image] { "images": [ { "image": [ "https://files.readme.io/9345dfb-create_documents_to_receive_from_checklist.png", "create documents to receive from checklist.png", 637, 417, "#dde2e4" ] } ] } [/block] [block:image] { "images": [ { "image": [ "https://files.readme.io/4cef0f0-document_checklist.png", "document checklist.png", 1041, 500, "#eff0ef" ] } ] } [/block] **2) Document statuses** You can manage different document statuses (eg to receive, submitted, received, ...). When requesting documents directly from ArchiSnapper, it's important to link a status to the 3 available colors (red - when document is still to receive, orange - when document has been submitted for approval, and green - when document has been received and approved). [block:image] { "images": [ { "image": [ "https://files.readme.io/282d825-manage_document_statuses_with_archisnapper.png", "manage document statuses with archisnapper.png", 556, 668, "#b4431e" ] } ] } [/block] Here is a video that shows how it works: [block:embed] { "html": "<iframe class=\"embedly-embed\" src=\"//cdn.embedly.com/widgets/media.html?src=https%3A%2F%2Fwww.youtube.com%2Fembed%2F4CBlyEkXjEg%3Ffeature%3Doembed&url=http%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3D4CBlyEkXjEg&image=https%3A%2F%2Fi.ytimg.com%2Fvi%2F4CBlyEkXjEg%2Fhqdefault.jpg&key=f2aa6fc3595946d0afc3d76cbbd25dc3&type=text%2Fhtml&schema=youtube\" width=\"640\" height=\"480\" scrolling=\"no\" frameborder=\"0\" allow=\"autoplay; fullscreen\" allowfullscreen=\"true\"></iframe>", "url": "https://www.youtube.com/watch?v=4CBlyEkXjEg&feature=youtu.be", "title": "Request documents with ArchiSnapper", "favicon": "https://s.ytimg.com/yts/img/favicon-vfl8qSV2F.ico", "image": "https://i.ytimg.com/vi/4CBlyEkXjEg/hqdefault.jpg" } [/block] Questions? support@archisnapper.com