Managing Documents

Overview

A list of Documents is displayed on the Building Dashboard on the left side of the screen.

To delete a Document Record from the building, click on View All Documents from the Building Dashboard.

Select the three dots at the far right of the document to open the options list.

Select Delete from the options list.

Alternatively, to update the Document details, select View Details.

Note: This is where the visibility of the document can be changed.

Step by Step Use Case Examples

For Trane Service Technicians who want to add a Building Reference Document to Trane Cloud.

1. Navigate to the building you are working on.

   

2. Click on the Toolbox icon at the bottom of the screen.

   

3. Click on the Documents icon to create a new document record.

   

4. Select the + Create New icon at the bottom of the screen.

   

5. Update the Document Title to “Design Document” and click on the checkmark icon on the right to accept the change. Note: If you do not click on the checkmark you will get an error message when you try to save the Document.

   

6. Review the default field values and update the Document Type to Design Documents from the list of values. Change the Status field to Complete.

   

7. Add a brief Document Description for building stakeholders to reference. Click on the pencil icon to start typing in the field. Click on the checkmark icon on the right to accept the Document Description.

   

8. Upload the building Design Document to the Document Record by dragging the file under Add Attachment. In the attachment wizard, add a File Description and click Upload File.

   

9. Update the visibility of the document to Visible to Everyone.

   

10. Click Save Document on the bottom of the page to save the Document to the Building in Trane Cloud.

    

For facility managers who want to find and download a building document:

1. Navigate to the building you are working on in Trane Cloud.

   

2. Select View All Documents to view the documents that are visible to you.

   

3. Review the available documents for the building.

   

4. Click on the Building Document Record to view the record details.

   

5. Scroll down to the Attachments section of the Document’s Record and select Download File.

   

6. You will now have access to the building document on your computer. To close the Document page, click on the X in the upper right corner of the document page.

   

Customization

There is no customizability available at this time for Documents.