Understand the Document Layout

Owned by Damith Samarakoon
Last updated: Oct 20, 2023 by Pascal Pewesdorf (Deactivated)

Now that you have opened a document, here is brief explanation of what you are looking at.

An RIB CX Document is broken down into 4 tabs.

  • Details
  • Form
  • Attachments
  • Related

The Details Tab

This tab captures all the basic information about the document.

  • Title
  • Reference
  • Issue Date
  • Status
  • Author
  • Action Users
  • Info Users

It also includes the comment history. The comment history is all the replies and comments added by the users on your RIB CX Project about this document overtime.

You can also add your own comment on this tab. To learn how to do this click here.

The Form Tab

The form tab displays all the user fields that need to be completed on your document. User fields are Custom defined fields and values that are relevant to your project. 

You can view and edit this information on the Form Tab

Click here to see how to edit the form tab.

The Attachment Tab

This tab displays all the attachments that have been uploaded to this document. 

Additionally you can open and view these attachments directly using the app.

You are also able to attach image attachments to from your own device or take a new photo and upload it as well.

Click here to see how you can upload and view attachments on this tab.

The Related Tab

The related tab give you access to  the documents that are linked to the document you are on. 

On RIB CX, these documents are displayed in the Linked section.

You can tap on a related document to view its details and click back to get back to the original document.

Click here to see how to relate documents.