Managing drawing revisions manually consumes significant project manager time across file distribution, notification, and tracking tasks. Multiple storage locations and manual acknowledgment monitoring create bottlenecks and increase the risk of outdated drawings reaching the field.
Automation standardizes file naming, distributes revisions to all locations simultaneously, notifies the team through multiple channels, and tracks acknowledgments automatically.
The full workflow, from trigger to completion.
The automation detects when a new or revised drawing is saved to the project folder or flagged as final in the document system.
The automation reads the file name, creation date, and any embedded revision information to identify the drawing number, discipline, and revision level.
The automation renames the file according to the project naming standard and appends the revision number and date.
The file is automatically copied to the main project folder, archive folder, and all secondary shared drives configured for the project.
A new record is created in the project revision database with drawing number, revision level, date, changes summary, and distribution list.
An automated email is sent to all team members and subcontractors with the drawing name, revision level, key changes, and a direct link to the file.
A message is posted to the project channel with the drawing details and file link, tagging relevant trades.
Team members receive a follow-up request to confirm receipt by reacting message or replying to the email within 24 hours.
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