Search tips
- To search in a subset of topics, click in the search field and select a filter.
- To search for a specific word or phrase, add quotation marks around it (example: "budget column") in the search field.
- To remove highlighting on the search terms in a topic, click .
- To search within a topic, click , press Ctrl+F, and enter the search term.
Courtesy copies
In a drawing set, you can add people to the courtesy copies list. They have access to the drawing set but aren't required to take any action on it.
To view the courtesy copies
- Open the drawing set.
- In the Information panel, expand the Courtesy Copies section.
Adding courtesy copies
When you add a courtesy copy to a draft drawing set, the drawing set automatically changes to the next workflow status in the list. If the notification setting is on, courtesy copy recipients receive an email when they're added.
To add a courtesy copy
- In the Courtesy Copies section of the panel, click Add.
- Select a person, who can only be assigned once to the record.
Tip
The contact popover only displays the active project contacts. To search for or create other active contacts in the Contact Search dialog, click (Contact Search).
A contact card is added to the Courtesy Copies section.
Editing courtesy copies
To reorder the courtesy copies
- In the Courtesy Copies section of the panel, click the side of a contact card, and drag it to a different position.
Deleting courtesy copies
To delete a courtesy copy
- On the contact card, click more_horiz (More) > Remove.
This person will no longer receive notifications.