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How to search, filter or export the document register

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How to search, filter or export the document register. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

  1. Open the Document register.
  2. Type in the search box (document number, title, tag or job), or use the drop-downs All types, All statuses and All jobs, and tick PE stamped only.
  3. Press Filter.
  4. To download the filtered list use Export (CSV, Excel or PDF).

Tip

The On site column shows which revision is issued to site ("Rev B issued") and turns amber when a newer revision exists that is not yet issued.