Module Documents B R I E F I N T R O D U C T I O N. ServicePoint Phone:

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1 Module Documents B R I E F I N T R O D U C T I O N ServicePoint servicepoint@conclude.com Phone:

2 2 / 14 Go to Conclude and login The internet address will remain the same:

3 3 / Module selection We will deliver an abundance of different software modules for your projects. After logging in accessible modules will be displayed in black, non accessible modules will be displayed in grey. Notifications within a module will be shown by this symbol.

4 4 / 14 Personal Data You will find your personal data and settings by selecting the person icon on the top right navigation bar. The drop bar will show different options including templates, notification timing and subscriptions.

5 5 / 14 MODULE: INFOCENTER Module select The module INFOCENTER provides general information about your project. After selecting the organisation tab you will find the list of all project participants and relevant documents like file name convention aso. To switch to a different module select the Conclude pretzel on the top left navigation bar. If you want to choose another project you have to select the home button

6 6 / My documents After selecting the DOCUMENTS module this will be the default view: the system will always display the unread content of your inbox / my documents. You have the option to select any documents you wish to download on your computer. You will still find the folder structure of your project in the left navigation bar.

7 7 / 14 Central upload page If you would like to upload one or several documents, please select the plus icon + in the top left corner. After selecting the plus icon, this page will be displayed. You have two options to upload files. You can choose between Add prefix or Parse. The screenshot on the left shows the option Parse, where you can upload several files at once by using zip container. But please keep in mind that the files have to be named correctly.

8 8 / Upload by add prefix The upload page has been changed significantly. Everything that has to do with forwarding a document will be found on the left. This includes the ability to format the message text. If you use the same settings for your uploads you can use so called upload profiles which can be found on the top left. You can also add new ones and modify existing templates. Everything that deals with the document itself will be found on the right. The screenshot on the left displays the upload option add prefix.

9 9 / The archive You can carry out all document operations by opening the drop down menu at the bottom of the page. You can find the UPLOAD button at the bottom on the left. With this button you can directly upload documents in the selected folder. The contents as well as the structure can still be altered via the filtering options.

10 10 / 14 Archive overview and tools If you click on the tool symbol you will find features varying from project to project. But in any case you will have access to the folder overview/ archive of the current project. This overview outlines to which folders you have access to and how many documents are stored within. An Excel-export of this structure is possible. And you have the option for a search of the archive in the top column.

11 11 / 14 Forwarding: Keeping Other Users informed at all times If you have not informed individual users while uploading the document you can catch up on this at any time. Just select the documents you want to forward and klick on Forward, which can be found in the pull-down menu at the bottom of the page. Then click on Execute. Now you can select the addressee and add a message. To send the selected documents and the message you only have to klick on Send at the bottom of the page.

12 12 / 14 Generating a Document- /Planlist First select the documents which should be listed in the new document list; you can not export all documents. Click on the menu and select Generate filelisting (Excel), then click on Execute. On the following page you can choose the layout and the delivery type. After that you can press Export. Our icons in the Document list have been overhauled: Delivery list/ distribution list Confidential delivery list/ distribution list locked Confidential and locked Document info/ details Document with reference

13 13 / 14 Move a document into the recycle bin First, select the documents you intend to move into the trash. Second click on the menu and select move into recycle bin and then on Execute. You can identify documents, that have been moved into the recycle bin, by the following symbol: Invalid documents can only be moved into the recycle bin. Documents that have been uploaded can not be fully deleted.

14 14 / Searching The quick search is always accessible by clicking on the magnifying glass in the navigation bar at the top. Quick search is a full-text search tool and covers the whole module. If you intend to start a more extensive search, just click on ADVANCED SEARCH. This tool includes a variety of search parameters. For example * can be used as a placeholder. Therefore the search request *.dwg lists all dwg-document within the project. If you have any questions do not hesitate to contact us: servicepoint@conclude.com Telefon: