Sheet Slip-Ins allow you to easily add or move sheets between version sets. If you receive a set of drawings with an issue date that has already passed, for example, you can now easily slip that set between your existing versions without disrupting your sheets or markups.
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Creating Version Sets
Editing or Re-ordering Existing Version Sets
Deleting a Version Set
Changing a Sheet's Version
Changing a Sheet Number
Version Names vs Project Tags
Viewing Older Versions of The Sheets
• Viewing on Web
• Viewing on iOS
• Viewing on Android
Creating Version Sets
While viewing your sheets, click the "Manage" button at the top-right of the page and choose "versions."
Click "New Version Set".
When the "New version set" pane opens, select an issue date, name your version set, then click "Create Version Set".
Editing or Re-ordering Existing Version Sets
Versions are displayed based on the issue date. To change the issue date or set name of an existing version:
Select the checkbox next to the version set you want to change, then click "Edit".
Update the information, then click "Save Changes".
Deleting a Version Set
To delete an existing version set (along with all the sheets within that version):
Select the checkbox next to the version set you want to change, then click "Delete".
Type in the full name of the version set, then click "Delete Version Set".
Changing a Sheet's Version
Changing a sheet's version has never been easier. Now you can quickly change the version of a sheet by selecting an existing version in a drop-down menu.
While viewing the sheet, click the "Sheet Info" button in the upper right. Select the preferred version from the dropdown menu and click "save."
To move more than one sheet into an existing version:
Put the sheets in list view by clicking the button with four horizontal lines in it. Click the checkbox at the top of the sheets column to select all the sheets. If you want to filter the set of sheets you want to re-version, click the "Filters" button, then select the version set. Click "Edit" in the upper center. When the "Edit sheets" pane opens, click the Version Set dropdown menu, select the version, then click "Save Changes". All of the sheets that were selected now reside within this version.
Changing a Sheet Number
Sheet behavior has changed with the introduction of sheet slip-ins. For example, say you have sheet A100 with two versions. Now, if you renumber sheet A100 to A101, that sheet will be moved into an existing or new A101 stack instead of remaining in the A100 stack. This article explains how to change your sheet number.
Version Names vs Project Tags
What's the difference between version names and project tags?
Versions help you keep track of multiple issuances of the same drawing. When you upload your plans, you should include all plans of every discipline within the same version. Architectural, electrical, mechanical, etc., would go under the same version name. The version name is added during the uploading process, shown here:
Examples of common version names include things like "60% Design Development Set", "90% Design Development Set", "GMP Drawings Set", and "City Permit Drawings Set".
Project tags, on the other hand, help you organize your sheets by discipline, similar to folders. If you want to view only civil sheets, you can filter by that tag to display and navigate through that section. After you've uploaded the first version of your plans, tag the sheets using the instructions here.
Project tags are global, and can be accessed by all collaborators on a project, from both the mobile app and the web app.
If you've added project tags to the first version of your sheets, there's no need to re-tag when you upload another version. As long as we can automatically detect your sheet names, your tags will be transferred to the current set.
Viewing Older Versions of Sheets
Viewing on the Web:
You can view older versions on the website by clicking the filter button at the top right corner of the Sheets tab. If no version is selected, then the most recent version of the sheets are shown.
Figure 1. Filter by version set to see older versions of your sheets on the website.
Viewing older versions on the iPad:
You can also view older versions on your iPad by clicking on the file cabinet (figure 2) or by swiping up on your screen (figure 3). The older version will be marked as "Not Current."
Figure 2. Tap the file cabinet and select "Versions" to view older versions of a sheet.
Figure 3. You can also swipe up to load an older version
Viewing older versions on Android:
Note: Swiping on sheets to view previous versions is not supported on Android at this time.
1. When viewing a sheet, tap the android menu button. Your menu and menu button may not be in the upper right corner, click here if you're not sure where the menu button for your device is. With the menu open, select "Versions."
2. Select the version you wish to view.
If a version is not the current one, the "Not Current" badge will appear along the bottom of the screen.
3. While in GridView in the Android app, you can also tap the tag icon, and then filter by the version in the filter list. Use this method to browse all the sheets of a specific version.
Related Articles:
- Version Control: Managing Versions
- Viewing older versions
- Version name vs Project tags
- Change a version name
- How publishing works
- FAQs and Popular Articles