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Files and how to manage them
Managing revisions
Shareboxes
Documents and forms
Form template field types are split into two: header fields and content fields.
You can find the template with this name in the list of templates when you start filling out the document from in Bauhub document management.
2. File name
Set the file name which will be used for the file itself in the file when you create new form in document management.
You can use prefixes and/or suffixes to automate filenaming: order nr, date or both (both options available together for suffixes).
1. text field;
2. people field;
3. date field;
4. time field;
5. separator;
6. protocol component;
7. weather component;
8. table structure;
9. attachment component;
10. text area.
In designing your template, you can add content fields either on top/below of each other or depending on the field type — e.g. text field, date and time field — also next to each other.
To insert a new content field, click on any area marked with +button and a dropdown menu with content field types appears.
1. Text field
Description: text field can be used to provide text based values for any kind on input, e.g. "Address"
Name: insert the name value for the field, e.g. "Address";
Content field: you can either leave it empty or select a pre-filled value from the dropdown;
Helper text: add more detailed description about the input that help users to better fill out the form, e.g. "Define the location by floor and room name".
Import content from previous forms: select this checkbox if you want to allow this field to be used as pre-filled content when using pre-filled forms.
2. People fields
Desription: used to provide input for participants or names of individuals related to the document; when filling out the document, one can draw from Bauhub users to autofill values from user profiles.
Name: defining the exact value of the input, e.g. "Document author".
+Add person: add a new row of user input without inserting the whole participant's block;
Occupation, Company, E-mail, Phone, Date, Custom, Participated, Signing: options for enabling additional columns to provide more information about each participant.
3. Date field
Description: date input, enables to fill out the value from a calendary-type input;
Date of filling out the form: enabling this provides auto-fill with the date when a document is composed in document management.
4. Time field
Description: time inpunt, enables to fill out the value that is limited to time data shape (e.g. 08:00);
Time of filling out the form: enabling this provides auto-fill with the time when a document is composed in document management.
5. Separator
Description: inserting a line that provides separation between different content fields.
6. Protocol component
Description: protocol component provides a classical frame of rows and columns which provide the option to write down talking points and decisions made during a meeting.
+icon next to each main row creates a next main row; arrow-icon creates the next sub-row.
Content inputs are always pre-filled when you start filling out a new document with the protocol component.
7. Weather component
Description: component to mark different weather phenomena.
All inital columns can be renamed or removed and you can add new columns inbetween existing ones. You can also add or remove new rows (x-button on the right hand-side to remove rows).
8. Table component
Description: use table component to create a table form.
Each columns holds a title field. You can add or remove new columns from +buttons inbetween the columns. You can also add more rows or delete exisiting ones (delete option appears when you have at least two rows; button will appear on the right hand-side).
9. Attachment component
Description: attachment component allows to upload files from the project or from computer when the document is filled out from document management;
Name: add a more specific meaning for the component, e.g. "Protocol attachments (plans, photos, agreements)";
Import: enabling import allows to import attachments from previously created forms (of same form type);
10. Text area
Decription: add and format text that is hardcoded in the template and can not be edited when filling out the form.
Header fields
1. Form template nameYou can find the template with this name in the list of templates when you start filling out the document from in Bauhub document management.
2. File name
Set the file name which will be used for the file itself in the file when you create new form in document management.
You can use prefixes and/or suffixes to automate filenaming: order nr, date or both (both options available together for suffixes).
Content fields
You can use 10 different content fields to build a form of your liking:1. text field;
2. people field;
3. date field;
4. time field;
5. separator;
6. protocol component;
7. weather component;
8. table structure;
9. attachment component;
10. text area.
In designing your template, you can add content fields either on top/below of each other or depending on the field type — e.g. text field, date and time field — also next to each other.
To insert a new content field, click on any area marked with +button and a dropdown menu with content field types appears.
1. Text field
Description: text field can be used to provide text based values for any kind on input, e.g. "Address"
Name: insert the name value for the field, e.g. "Address";
Content field: you can either leave it empty or select a pre-filled value from the dropdown;
Helper text: add more detailed description about the input that help users to better fill out the form, e.g. "Define the location by floor and room name".
Import content from previous forms: select this checkbox if you want to allow this field to be used as pre-filled content when using pre-filled forms.
2. People fields
Desription: used to provide input for participants or names of individuals related to the document; when filling out the document, one can draw from Bauhub users to autofill values from user profiles.
Name: defining the exact value of the input, e.g. "Document author".
+Add person: add a new row of user input without inserting the whole participant's block;
Occupation, Company, E-mail, Phone, Date, Custom, Participated, Signing: options for enabling additional columns to provide more information about each participant.
3. Date field
Description: date input, enables to fill out the value from a calendary-type input;
Date of filling out the form: enabling this provides auto-fill with the date when a document is composed in document management.
4. Time field
Description: time inpunt, enables to fill out the value that is limited to time data shape (e.g. 08:00);
Time of filling out the form: enabling this provides auto-fill with the time when a document is composed in document management.
5. Separator
Description: inserting a line that provides separation between different content fields.
6. Protocol component
Description: protocol component provides a classical frame of rows and columns which provide the option to write down talking points and decisions made during a meeting.
+icon next to each main row creates a next main row; arrow-icon creates the next sub-row.
Content inputs are always pre-filled when you start filling out a new document with the protocol component.
7. Weather component
Description: component to mark different weather phenomena.
All inital columns can be renamed or removed and you can add new columns inbetween existing ones. You can also add or remove new rows (x-button on the right hand-side to remove rows).
8. Table component
Description: use table component to create a table form.
Each columns holds a title field. You can add or remove new columns from +buttons inbetween the columns. You can also add more rows or delete exisiting ones (delete option appears when you have at least two rows; button will appear on the right hand-side).
9. Attachment component
Description: attachment component allows to upload files from the project or from computer when the document is filled out from document management;
Name: add a more specific meaning for the component, e.g. "Protocol attachments (plans, photos, agreements)";
Import: enabling import allows to import attachments from previously created forms (of same form type);
10. Text area
Decription: add and format text that is hardcoded in the template and can not be edited when filling out the form.
