Document Actions

Act on documents through Lunr's two menus, the Options menu at the end of a document's row for that document alone and the grouped More menu in the Action Pane for everything you have selected, and share links to a document or its latest version.

Overview

Lunr offers two menus for acting on documents, and they hold different actions.

The Options menu, opened with the three dots at the end of a document's row, acts on that one document. Its actions are a flat list.
The More menu, at the foot of the Action Pane, acts on every document you have selected. Its actions are gathered into groups.

What either menu offers depends on your access rights, how your organisation has set up Lunr, and whether you are in the repository, a project, or a change request, so you may not see every entry described here.

Sharing a link to a document uses its own buttons rather than either menu, covered in Sharing a Link to a Document.

Select the three dots at the end of a document's row to open its Options menu, a flat list of actions for that document alone.

Lunr shows only the actions that apply to the current state of the document. What you see depends on things such as its status, whether it is archived or deleted, its file type, and where you are working, as well as your access rights.

Action	What it does
Workflow	Moves the document through its workflow, covered in Document Workflows.
New Revision	Starts a new revision of a master document.
Convert to XLSX	Replaces an XLS file with an XLSX version.
Version History	Opens the document's revisions, covered in Version History.
Attach Rendition	Attaches a rendition, usually a PDF, to the document. If the rendition's file name does not match the document's, Lunr asks you to confirm, and offers to upload it as a separate document instead.
Replace Content	Replaces the file behind the document, covered in Uploading Documents.
Assign to Project	Assigns the document to a project, and to a change request if you choose one.
Rename	Changes the document's file name.
Download	Downloads the document, covered in Downloading.
Export PDF	Exports the document as a PDF, covered in Downloading.
Move	Moves the document to a folder you choose.
Copy	Copies the document to a folder you choose, with a file name you can change.
Remove from project folder	Takes the document out of its project folder.
Move to folder…	Moves the document into a change request folder.
Remove from folder…	Takes the document out of its change request folder.
Delete	Deletes the document once you confirm. Deleting a child document does not affect its parent.
Assign Viewer	Changes which viewer opens the document.
Undelete	Restores a deleted document.
Archive	Hides the document from the default lists and search results.
Un-Archive	Brings an archived document back into the default lists.
Rollback	Reverts the document to an earlier status that you choose.
Publish	Publishes the document to the destination repository once you confirm.
Create Child Document	Creates a child document from this document, with an option to include its annotations.
Merge	Merges a child document into its parent once you confirm.
Force Merge	Merges a child document into its parent once you confirm, overriding any merge conflicts.
Copy Tags	Copies the tags you choose from the document so you can paste them onto other documents.
Import Tags from Title Block	Reads the title block of the native drawing into the tags.
Export Tags to Title Block	Writes the tags into the title block of the native drawing.
Restrict	Restricts access to the document.
Unrestrict	Removes the restriction from the document.

More opens a menu with Assign to Change Request and Assign to Project at the top, which add the selected documents to a change request or a project, then a set of groups you open in turn.

Open a group to see its actions. The Content group, for example, gathers the actions that change a document's content or its generated previews.

Lunr shows only the actions that apply to the current state of the document. What you see depends on things such as its status, whether it is archived or deleted, how many documents you have selected, and where you are working, as well as your access rights.

Group	Action	What it does
Archive & Delete	Archive	Hides the selected documents from the default lists and search results. Show Archived brings them back into view.
	Delete	Deletes the selected documents once you confirm.
	Dismiss Validation Issues	Clears the validation warnings on the selected documents, with a message recording why.
	Remove from Repository	Removes the selected documents from the repository once you confirm.
	Restore	Brings deleted documents back.
	Unarchive	Offered when you are working in a project. Brings the project back into active use.
	Undelete	Offered when you are working in a project. Restores the project.
Assign to	Add as CR reference docs	Adds the selected documents to a change request as reference documents.
	Add to Share	Adds the selected documents to a share.
	Assign to RFI	Adds the selected documents to an RFI.
Content	Rename	Lists the selected documents so you can type a new file name for each. Rows you leave unchanged are skipped.
	Change Document Type	Changes the document type of the selected documents to the one you choose.
	Compare Documents	Compares two selected documents and shows what changed between them. It is offered when exactly two documents are selected, and is covered in Comparing Documents.
	Convert to XLSX	Replaces the selected XLS files with XLSX versions once you confirm.
	Generate Content	Creates a new PDF rendition of the selected files. For DWG files you choose the CTB style sheet, sheet size, and orientation.
	Deep XRAY	Runs text recognition again on the existing rendition, scanning each sheet in tiles so small text on large drawings is found. A finer tile density finds more text but takes more scans.
	Run form recognition	Reads the first page of each selected document and writes the recognised fields to the tags they are mapped to, replacing any values already there. It runs in the background.
	Stamp PDF	Stamps the PDF with wording you choose, from the standard stamps, the value of the Watermark tag, or your own text. Advanced options set its position, size, opacity, and rotation.
	Re-generate Thumbnails	Rebuilds the thumbnail previews of the selected documents.
	Re-convert Video for Playback	Makes the playback copy of the selected videos again. It is offered when every selected document is an `.mpg`, `.mpeg`, or `.avi` file, and only to people your organisation has allowed to manage projects.
Cross-references	Link Xrefs	Links each selected DWG to the files it references as xrefs. It is offered when every selected document is a DWG, and it runs in the background. The menu item reads Linking Xrefs while it works, and its progress and result appear in the bar at the bottom of the app, so you can carry on working.
	Link parts	Links the parts of a 3D CAD assembly to the documents that hold them. Saving carries on in the background, and the 3D model is rebuilt once the links are saved.
Location	Update Location	Sets the location of the selected documents from a longitude and latitude, longitude first. It is refused if the selection includes an archived or deleted document.
Move	Move Documents	Moves the selected documents to a folder you choose. It is offered in the repository, to people your organisation has allowed to copy documents.
	Move Folders	Moves the selected project folders, and everything in them, to another project once you confirm. Documents that are only in those folders leave this project and its change requests.
	Move Project Documents	Moves the selected documents to a folder in the project.
	Move to Folder	Moves the selected documents into a change request folder.
	Remove from Change Request Folder	Takes the selected documents out of their folders and back to the root of the change request once you confirm.
People	Assign to Me	Assigns the selected documents to you.
	Re-assign Reviewers	Changes the reviewers on the selected documents.
	Re-assign Users	Changes the users assigned to the selected documents.
	Clear Assignees	Removes the assignments from the selected documents.
Security	Restrict Selected	Restricts access to the selected documents once you confirm, so only users with the appropriate permission can open them.
	Unrestrict Selected	Removes the restriction from the selected documents. If none of them is restricted, Lunr says so and takes no action.
Tags	Compare Tags	Shows the tags of the selected documents next to each other, with the differences highlighted. You can show differences only.
	Copy Tags	Copies the tags of the selected document so you can paste them onto other documents.
	Export Tags to Title Block	Writes the tags into the title block of the native drawing, overwriting what is there once you confirm.
	Import Tags from Title Block	Reads the title block of the native drawing into the tags.
	Paste Tags	Pastes the copied tags onto the selected documents.
Visibility	Hide Archived	Takes archived documents out of the list again after Show Archived.
	Hide Deleted	Takes deleted documents out of the list again after Show Deleted.
	Show Archived	Includes archived documents in the list.
	Show Deleted	Includes deleted documents in the list.
Workflow	Create Child Document	Creates a child document from the selected document, with an option to include its annotations.
	Enable Config Workflow	Migrates the selected master document to a configurable workflow.
	Merge Documents	Copies one document as the latest revision of another, then marks the source document as deleted. You can swap which is the source and which is the target, and restore the source later if needed.
	Convert to Child	Converts the selected minor revisions to child documents, in the background.
	Create Reminders	Adds a reminder to each selected document.

Archive, Delete, and Remove from Repository act on every document in your selection. Check the count in the list header before you confirm one of them.

Moving to a Change Request Folder

Choose Move to folder… on a document's menu, or Move to Folder on the toolbar with documents selected, to open the Select Change Request Folder dialog. These actions appear where your organisation has Change Request folders enabled. The dialog reads "Choose the folder where the document(s) should reside. Select root to move them out of folders." and, for a single document, shows "Current folder:" with its present folder.

Select Change Request Folder dialog with the Folder picker set to Change request root, and Cancel and Select buttons

The Folder picker lists each folder with its own colour, as a full path such as Parent / Child. Point at a name to see the full path. The picker opens on the document's current folder, or on the folder you are browsing when you move several documents. Choose Change request root to move documents out of folders, then select Select, or Cancel to close the dialog.

Press Down or Up, Enter, or Space on the picker to open the list, then use Up, Down, Home, and End to move through it and Enter to choose.
Type the start of a folder name to jump to the first folder that matches. The search clears after a short pause.
Press Esc to close the list without closing the dialog, and Tab to leave the picker.

The Copy URL and Copy link buttons both copy a link to the document to the clipboard. Which version the link opens depends on where you copy it from, not on which button you use.

On the document overview, the link opens the version you have open, even after a newer version is added. Copy URL sits beside the viewer buttons, such as View in Rift, and Copy link is the first of the icons at the top of the page.
In a viewer, Copy link always copies a link to the latest version, whichever version you have open. Anyone who opens the link later sees the version that is current at that time. This applies in the PDF, Word, spreadsheet, video, 3D, and point cloud viewers.

Document overview for revision A of a lighting and power layout, with the Copy URL tooltip showing beside View in Rift

Rift PDF viewer showing a theatre stage lighting layout, with the Copy link tooltip showing on the first icon at the top of the page

To share a specific revision, such as the one issued for construction, copy the link from the document overview. To share a link that stays current as the document is revised, open the document in its viewer and select Copy link.

Linking From Another Application

A copied link also works as a deep link from another system, such as an asset management system, a maintenance work order, or a project register. Paste it into a hyperlink or URL field against the record, and selecting it opens the document in Lunr.

Open the document and copy its link from the place that gives the version you want: a viewer for a link that follows the latest version, or the document overview for a fixed revision.
Paste the link into the record in the other application.

For an asset record, a link copied from the PDF viewer suits most cases. The record stays pointed at the current drawing as the document is revised, so nobody working from the asset opens a superseded version.

The link carries your organisation's team name, so it opens in the right team even for someone who belongs to several. Anyone who is not signed in is asked to sign in first, then taken to the document. The link does not grant access. Each person still needs access to the document, and a restricted document stays closed to anyone without it.

Overview

The Options Menu

The More Menu

Moving to a Change Request Folder

Linking From Another Application

On this page