Documents

Get an overview of all specifications for the project. It is possible to view and edit specifications from this area too.

 

How to add a document

1.     Click Add document or contract (plus)

2.    Click Document on the flyout button

3.    In the field for ‘Document type’, select a type by choosing from the dropdown list

4.    In the field for ‘Template, select a template by choosing from the dropdown list (optional)

5.    In the field for ‘Document name’, enter a name for the document

6.    In the field for ‘Relate to’, choose a document to relate to by choosing from the dropdown list. ‘Without relation’ will be selected as default

7.     Click either Save and open or Save.

 

How to add a contract

1.     Click Add document or contract (plus)

2.    Click Contract on the flyout button

3.    In the field for ‘Contract name’, enter a name for the contract

4.    In the field for ‘Relate to’, choose a document to relate to by choosing from the dropdown list. ‘Without relation’ will be selected as default

5.    Click Save.

 

How to create a template from a document

1.     Find the document or contract in the list

2.    Click the checkmark at the document

3.    Click Create template from document (several documents)

4.    A dialog will appear. Click Create

5.    The document has now been created as template and will appear in the list of templates in the Specs module on account level.

 

How to delete a document and/or a contract

1.     Find the document or contract in the list

2.    Click the checkmark at the document

3.    Click Remove one or more documents or contracts (trashcan)

4.    A warning dialog will appear. Click Delete

6.    The document and/or contract has been removed from the project and will no longer appear in the list of documents.

 

 

How to copy a document

5.    Find the document in the list

6.    Right-click the document to open the context menu

7.     Click Copy

8.    A warning dialog may appear

7.     The document has been copied and will be added “ – Copy” as a surfix

 

 

How to export to PDF

1.     Find the document or contract in the list

2.    Click the checkmark at the document

3.    Click Export documents to pdf (PDF).

 

 

How to export to Word

1.     Find the document or contract in the list

2.    Click the checkmark at the document

3.    Click Export documents to Word (W).

 

 

How to export to moliospec

1.     Find the document in the list

2.    Click the checkmark at the document

3.    Click Export documents to moliospec (M).

 

 

How to solve export issues

An issue might arise with the export of documents due to uncommon styling and text format originating from 3rd party text editors.
These styles and formats can’t all be recognized by the NTI CONNECT text editor and therefore have to be removed to avoid export issues.

 

Option 1.

Try using the function “Clear format” from the toolbar of the NTI CONNECT text editor. Select and highlight sections of the text and click “Clear format” to remove any non-standard or unnecessary styles and formats.

 

Option 2.

Try removing non-standard or unnecessary styles and formats by cutting and pasting the text from one text editor to another. E.g. from Word to Notepad.
This action will often clear out any uncommon styles and formats and make the text more uniform. When this is done, the text can be pasted into the NTI CONNECT editor. 

 

Option 3.

Try enabling the “Code view” of the NTI CONNECT text editor to inspect the HTML structure and locate the issue. Click “Code view” in the toolbar to enable and “Preview” to disable.

 

If none of the options above solves the issue, please contact NTI Support.

 

The severity of an issue will be categorized as either Warning, Error or Critical.

      Warning: minor issues were present in the text format and some text were left out of the export

      Error: a more comprehensive error occured due to the text format and an error message was included in the export

      Critical: the system was unable to export the document due to one or more critical errors

 

 

How to edit relations between documents

1.     Find the document in the list

2.    Click the name to open the document

3.    Begin editing (pencil)

4.    In the field for ‘Relate to’, click the field to select another document or ‘Not related’

 

 

How to edit relations of contracts

1.     Find the contract in the list

2.    Click the name to open the contract

3.    A dialog appears. In the field for ‘Relate to’, select a general specification or ‘Without relation’ by choosing from the dropdown list

4.    Click Save.

 

 

How to see document details

1.     Find the document in the list

2.    Click the name of the document or contract.

 

 

How to edit document details

1.     Find the document in the list

2.    Click the name to open the document

3.    Begin editing (pencil)

4.    Make changes

 

 

How to edit document content

1.     Find the document in the list

2.    Click the name to open the document

3.    Click the name of the section

4.    Click the text field and start editing the text

 

 

How to add a section

1.     Find the document in the list

2.    Click the name to open the document

3.    Begin editing (pencil)

4.    Click a section name for the new section to be created under

5.    Click Add child section to selected section (text with plus)

6.    In the field for ‘Name’, enter a name for the section

 

 

How to rename a section

1.     Find the document in the list

2.    Click the name to open the document

3.    Begin editing (pencil)

4.    Click the section name to be renamed

5.    Click Edit selected section name (text with pencil)

6.    A dialog to edit the section name opens

7.     In the field for ‘Name’, enter the new name for the section

 

 

How to delete a section

1.     Find the document in the list

2.    Click the name to open the document

3.    Begin editing (pencil)

4.    Click the name of the section to be deleted

5.    Click Delete selected section (text with trashcan)

6.    A warning dialog will appear. Click Yes to delete the section

 

 

How to reorder a section

1.     Find the document in the list

2.    Click the name to open the document

3.    Begin editing (pencil)

4.    Click the section, drag it to a new place and drop it to reorder

 

 

How to renumber a section

1.     Find the document in the list

2.    Click the name to open the document

3.    Begin editing (pencil)

4.    Click the name of the section to be renumbered

5.    Click Edit selected section name (text with pencil)

6.    A dialog to edit the section name opens

7.     In the field for ‘Number’, enter the new number for the section

 

 

How to see supply control plans (B1.000)

1.     Find the work specification in the list

2.    Click the name to open the document

3.    Click Appendix – Supply control plan to see the supply control plan for the given work specification.

 

 

How to add rows to the supply control plan (B1.000)

1.     Find the work specification in the list

2.    Click the name to open the document

3.    Click Appendix – Supply control plan

4.    Begin editing (pencil)

5.    Click Add (plus)

6.    Enter text in the various fields for the new row

7.     Click Add (checkmark)

 

 

How to edit rows in the supply control plan (B1.000)

1.     Find the work specification in the list

2.    Click the name to open the document

3.    Click Appendix – Supply control plan

4.    Begin editing (pencil)

5.    Find the row to edit

6.    Click Edit (pencil)

7.     Edit the content

 

 

How to delete rows from the supply control plan (B1.000)

1.     Find the work specification in the list

2.    Click the name to open the document

3.    Click Appendix – Supply control plan

4.    Begin editing (pencil)

5.    Find the row to edit

6.    Click Delete (trashcan)

 

 

How to see control plans (S001)

1.     Find the building part specification in the list

2.    Click the name to open the docuement (read-only) or click the blue pencil to the right to open directly in edit mode

3.    Click either Control plan – Design or Control plan - Production

 

How to add a parent section to a control plan (Specific control plans, S001)

1.     Find the building part specification in the list

2.    Click the name to open the docuement (read-only) or click the blue pencil to the right to open directly in edit mode

3.    Click either Control plan – Design or Control plan - Production

4.    Begin editing (pencil)

5.  Click Add new parent section (plus)

6.    Add values to the fields for the record

7.  Click Add parent section (disk drive)

 

How to add a child section to a control plan (Specific control plans, S001)

1.     Find the building part specification in the list

2.    Click the name to open the docuement (read-only) or click the blue pencil to the right to open directly in edit mode

3.    Click either Control plan – Design or Control plan - Production

4.    Begin editing (pencil)

5.  Click Add child section (plus & lines)

6.    Add values to the fields for the record

7.  Click Add child section (disk drive)

 

How to edit a record in a control plan (S001)

1.     Find the building part specification in the list

2.    Click the name to open the docuement (read-only) or click the blue pencil to the right to open directly in edit mode

3.    Click either Control plan – Design or Control plan - Production

4.    Begin editing (pencil)

5.    Click and edit the values in the record

 

How to delete a record in a control plan (S001)

1.     Find the building part specification in the list

2.    Click the name to open the docuement (read-only) or click the blue pencil to the right to open directly in edit mode

3.    Click either Control plan – Design or Control plan - Production

4.    Begin editing (pencil)

5.    Find the record to be deleted

6.  Click on Delete section (trash can)

 

How to copy a child section in a control plan (S001)

1.     Find the building part specification in the list

2.    Click the name to open the docuement (read-only) or click the blue pencil to the right to open directly in edit mode

3.    Click either Control plan – Design or Control plan - Production

4.    Begin editing (pencil)

5.    Find the record to copy

6.  Click Copy child section

 

How to insert a list of building parts in the section

Please note that the work specification must be related to one or more building part specification prior to use of this function.

 

1.     Find the work specification in the list

2.    Click the name to open the document

3.    Begin editing (pencil)

4.    Find the specification for the given building part

5.    Click the name of the section which the list should be added in

6.    On the text editor bar, click Insert a tag that generates a list if related building parts on export (building part) and/or click Insert a tag that generates a list if related building parts with ids on export (building part)

 

 

How to add building parts from model(s)

Please note that the work specification must be related to one or more building part specification prior to use of this function.

 

1.     Find the work specification in the list

2.    Click the name to open the document

3.    Begin editing (pencil)

4.    Find the building part specification

5.    In the area for ‘Building parts’, click Add building part(s) (plus)

6.    Click Add building parts from model(s) on the flyout button

7.     A dialog opens, which has all building parts from the model(s) listed

8.    Select building parts by clicking the box and setting a checkmark

9.    When all relevant building parts has been selected, click Save

10.   The building parts has been added and will appear in the list

 

 

How to add individual building parts

Please note that the work specification must be related to one or more building part specification prior to use of this function.

 

1.     Find the work specification in the list

2.    Click the name to open the document

3.    Begin editing (pencil)

4.    Find the building part specification

5.    In the area for ‘Building parts’, click Add building part(s) (plus)

6.    Click Add individual building part on the flyout button

7.     In the field for ‘Identification’, enter text for identification (optional)

8.    In the field for ‘Building part name’, enter a name

9.    In the field for ‘Unit’, select a unit from the dropdown list

10.   In the field for ‘Quantity’, enter a quantity of the building part

11.    Click Save

11.    The building parts has been added and will appear in the list

 

 

How to review building parts related to a building part specification

1.     Click on the module selector and choose the ‘Building part management’ module

2.    Navigate to the ‘building parts' tab to view the building part list of the project

3.    Unfold/expand the standard views on the left side of the page

4.    Select the view ‘Building parts with specifications’ to filter the list of building parts

5.    Make a ‘Search across columns’ to find the exact building part specification

 

 

How to view selected building parts from a building part specification

1.     Go to the building part specification

2.    Select the building parts to view in the model viewer

3.    Click ‘Show selected building part(s) in Model Viewer’

Notice the model viewer will open in a new browser tab

 

 

How to approve sections in a document

1.     Open a document

2.    Select a section to approve

3.    Begin editing (pencil)

4.    Click ‘Approve section’

 

 

How to exclude sections in a document from export

1.     Open a document

2.    Select a section to exclude

3.    Begin editing (pencil)

4.    Click ‘Exclude section’

 

 

How to open documents in edit mode

1.    Find the document in the list

2.   Click on the blue pencil

 

How to rename a document

1.     Find the document in the list

2.    Click on the context menu and select Rename

3.    Click Save

 

How to preview a document

1.     Find the document in the list

2.    Click the name to open the docuement (read-only) or click the blue pencil to the right to open directly in edit mode

3.    Click Preview document (Eye in a square)

 

How to add documents to general specifications

1.     Find the general specification on the list

2.    Click the name to open the docuement (read-only) or click the blue pencil to the right to open directly in edit mode

3.    Click on Appendix

4.    Click Add appendix (plus)

5.    Browse and select a PDF or Excel file


How to create a project related building part specification 

1.     Click on the three dots “…” to open context menu 

2.    Click on Create related building part specification 

3.    Give the related document a name 

4.    Relate the document to a work specification 

5.    Press Save to save the document 

6.    Press Save and Open to save and open the document 

 

How to write in a related document

1.     As default all sections in a related document is set to be excluded 

2.    Select section in left pane or select a text field in document 

3.    Click the Include section bottom or blue arrow in top corner in text field for create deviation 

4.    You will then be asked if you want to copy text from project related building part specification 

5.    Press yes to copy the text and make the text field active to write in 

6.    Press no to deletes the text and make the text field active to write in 

7.     To remove deviations, click on the exclude bottom or blue x in top corner of the text field  

 

 

How to see a reference list 

1.     Open a document 

2.    Click on a section 

3.    In the right pane you can click on the tab “Reference list” 

4.    You can change the reference date if you want reference from another date 

5.    In the search bar you can search in the reference list 

 

 

How to export a Reference list 

1.     Go to settings in SPECS Project 

2.    Click on the edit bottom in top right corner 

3.    Checkmark “Include reference list in export” 

4.    Click save bottom in top right corner 

 

 

How to export a whole project in Moliospec format 

1.     Click on the Export to Molio icon 

2.    Select Export entire project 

3.    All documents will be exported to a moliospec file and placed in your download folder 

 

NOTE: If your project contains Project related building part specifications, you will get a message that it is not possible to export these kinds of documents 

 

 

How to export specific documents 

1.     Select a document in the document overview 

2.    Click on the Export to Molio icon 

3.    Select Export selected documents 

4.    Each work specification with their related building part specification will be exported to a moliospec file 

 

NOTE: If your project contains Project related building part specifications, you will get a message that it is not possible to export these kinds of documents