Document Center

The Document Center at Documents is where every project document goes in. Not just the paperwork no other module owns: the drawings, the specifications and the submittal packages come in here too, and are processed on to their own registers from here. There is no upload control on the Drawings register, none on the Specifications register, and none tucked into another surface.

The Document Center is desktop only. Below 768 pixels wide it is replaced by a card reading Best viewed on desktop.

The two ways documents get in

Upload them. Open the drawer the document belongs in, click its Upload button, and drop the files. Choosing the drawer is the filing: the drawer's category rides along with the upload, so the document lands filed instead of in the queue. Full detail is in Uploading.

Sync them from Autodesk Forma. A connected project mirrors sheets and spec sections from Forma, and they file into the same drawers by the same rule. See Integrations.

A project whose source is Forma cannot take direct uploads at all. Every upload into it is refused with FORMA_UPLOAD_LOCKED and this message: "This project mirrors documents from Autodesk Forma. Direct uploads would diverge from the source. To add documents, upload them in Forma; they will sync automatically."

The drawers

The landing view is a grid of cards, grouped by the kind of record they hold. Clicking a card opens that drawer inside the Document Center; it does not take you to another module.

The first three are intake views. Each one lists the files of its type that the platform holds, accepts an upload of one directly, and links its module's register as a secondary action.

Drawer	What goes in it
Drawings	The contract drawings. Uploading here opens the drawing-set flow, not the plain uploader.
Specifications	The contract specifications: project manuals, divisions and sections.
Submittals & Shop Drawings	Shop drawings, product data and the other documents a contractor submits for review.
Product Data	Cut sheets, safety data sheets and manufacturer literature that arrived outside a submittal package.
Contracts & Agreements	Executed agreements and their exhibits, general and supplementary conditions, addenda, notices to proceed.
Estimates & Pre-Bid	Estimates, subcontractor bids, pre-bid strategy, internal pricing notes.
Insurance, Bonds & Compliance	Certificates of insurance, payment and performance bonds, W-9s, licenses, prequalification packets.
Permits & Approvals	Building permits, plan-review responses, jurisdictional approvals, certificates of occupancy.
Reports & Investigations	Geotechnical, survey, environmental, materials testing and special-inspection reports.
Safety & Environmental	Site safety plans, job hazard analyses, toolbox talks, SWPPP documents, incident records.
Correspondence & Transmittals	Letters, notices, transmittals and emails kept as a record of the project.
Project Administration	Site logistics, org charts, badging and access paperwork, mobilization plans.
Closeout & O&M	As-builts, operation and maintenance manuals, warranties, commissioning records, substantial completion.

Contracts & Agreements is deliberately not called "Contract Documents". In construction that phrase means the agreement plus the drawings plus the specifications, and this drawer holds only the commercial half.

Some drawers carry an Internal badge (Contracts & Agreements, Estimates & Pre-Bid, Insurance, Bonds & Compliance). That badge is a filing convention, not a permission. Nothing in the platform restricts reads by drawer. Per-document access restrictions are a separate control on the document itself, set in the detail panel.

Needs filing

A fourteenth card, Needs filing, is the queue rather than a drawer. Two kinds of record land there:

• Records nothing has categorised yet.
• Records that belong to another module. An RFI or a photo gets a hint naming the module that should hold it, so you can go to the right place rather than file it in the wrong one.

Needs filing offers no Upload button, because there is no category that means "put this in the pile". It offers no Confirm either, because nothing in it was placed by anyone.

How a document gets filed

Two independent classifications ride on every document row, and they do not always agree.

Signal	Who sets it
Category	You, at upload time or with a later re-file. A closed vocabulary of 17 values the API will accept.
Content classification	The ingestion pipeline, from reading the file.

A person outranks a classifier, so a category you declared always wins. Only when nothing was declared does the classifier's reading decide, and a placement it produced is marked Suggested on the row. A sheet that came in with a drawing set is placed by the splitter's own stamp, which is a fact about what the row is rather than a guess, so it carries no Suggested badge.

If nothing says anything usable, the record goes to Needs filing and waits for a person.

Confirming and moving records

Every row in an open drawer carries Move to…, which lists the other drawers and files the document into the one you pick. A row marked Suggested also carries Confirm, which turns the classifier's placement into your own filing and removes the badge.

To ratify a whole drawer at once, click Confirm N suggested in the drawer header. The dialog lists the breakdown by drawer before it runs, and the report afterwards states both numbers. If some rows fail, they are named with the server's own reason and stay marked Suggested so you can try again.

All three actions write one thing: the declared category. Nothing is re-processed, no credits are spent, and the classifier's reading is untouched.

Re-filing requires STANDARD permission on the Documents tool. See Permissions.

The health strip

Above the grid, one line states what the ingestion pipeline has done with the records this project loaded:

• N of M indexed and searchable
• All clean, or N need attention (click it to open the cross-drawer lane)
• N processing, shown only while something is in flight

Needs attention collects records whose ingestion failed, was blocked on credits, or was skipped as a duplicate. Open one to see why. Status meanings are in Processing.

Every number on this page is derived from the one list the page already read. While that read is in flight the drawers render as skeletons rather than as zeroes, and a failed read renders the failure instead of fourteen confident empty drawers.

If some documents are hidden from you by their access restrictions, a warning sits above the grid saying how many. The counts below it are short by exactly that many.

Finding a document inside a drawer

An open drawer has a search box that matches file name, extracted title and sheet number, plus up to five filters built from the values the loaded rows actually carry: content type, discipline, ingestion state, document code and status code. The result line always states the denominator, so a narrowed list never reads as a smaller drawer.

Columns are Sheet, Document, Filed, Control, Revision, Source, Health and Findings. Control appears only when the project uses document and status codes.

The detail panel

Click any row to open it. The panel has, in order:

1. Identity: sheet number, discipline, revision, version set, file size and kind, as far as the extraction read them.
2. Document control: the document code, the status code, the review lane (draft, under review, accepted, for information) and who may see this record.
3. Source: whether it was uploaded or synced from Autodesk Forma, and when it was added.
4. Extraction health: the processing status, plus an explanation for a duplicate or a credit block.
5. Linked findings, when any VANTAGE finding cites this document. See Findings.

The footer offers Open document, which opens the sheet viewer, and Re-process on the three states that accept it.

View in Forma is always disabled. No document record stores a Forma web link, so there is nothing to open, and the tooltip says so.

Drawing sheets are filed under Drawings

A sheet that came in with a drawing set and finished ingestion cleanly is not listed in the Document Center. It is filed under Drawings with its set. When that happens, a note above the grid states how many sheets went there.

Sheets that are still processing, failed, blocked on credits or never processed stay listed here, because the Drawings register carries no per-sheet health signal and they would otherwise have nowhere to be found or retried.

If every file on a project is a clean sheet, the page says No other documents yet and offers Open Drawings, rather than claiming the project is empty.

Sources

At the foot of the landing view, the Sources band states where records come from: the Autodesk Forma connection state, the last sync when one is recorded, and Sync now. An integration is a source that feeds this cabinet, not a second cabinet, so Forma has no tab or inventory of its own here.

Beside it, a rail links the modules that keep their own registers of records this cabinet does not hold: RFIs, Photos, Daily Logs, Punch List, Meetings, Inspections, Observations, Schedule and Prime Contract. The rail carries no counts, because an honest count per module would cost one request each.

Demo projects

The shared demo project is read only. Every way in stays visible so the surface still teaches how records get in, but upload, filing, sync and import are all disabled with the same explanation.

Troubleshooting

A drawer says Empty but you know files are there. Check the note above the grid first. Clean drawing sheets are filed under Drawings and are in no drawer and no count here. If the warning about hidden documents is showing, the drawer is also short by the restricted records you cannot see.

A file you just uploaded is in Needs filing. It was uploaded without a drawer, so no category was declared and the classifier had nothing to say about it. Use Move to… on the row. Next time, start the upload from the drawer.

A row is in the right drawer but marked Suggested. A classifier put it there, not a person. Click Confirm to make it your filing.

Move to… does not offer the drawer you want. The current drawer is never offered, because moving a document into the drawer it is already in writes a category for no reason. Needs filing is never offered either.