Overview
Global Terms allow for the specifier to replace common project terms such as the Project Name, the Owner's Actual Name, and the Project Completion Date throughout the project with terms relevant to the project. For example, if the specifier knows the Project Completion Date, they can replace that global term with the actual date. Any instance of the coded identifier will appear in the section as the entered date.
This article contains the following topics:
- Accessing Global Terms
- Master Global Terms
- Searching Global Terms
- Utilizing Global Terms in the Section
- Editing Global Terms
- Creating a User Global Term
Review the Global Terms Video at the bottom of this article.
Accessing Global Terms
Global Terms are located in the Document Manager.
- Click the Document Manager tab located on the right of the section document window.
- From the Document Manager menu, click Global Terms.
Master Global Terms
Master Global Terms are those terms that are native to the system. Users can search Global Terms, utilize them within the accessed section, and edit them to match their needs.
Searching Global Terms
- Click the Document Manager tab located on the right side of the document window.
- Click the GLOBAL TERMS option.
- Enter the term you want to locate in the "Search" field pictured below. Matching entries will automatically appear in the Global Terms list.
Utilizing Global Terms in the Section
- Locate the desired Global Term from the list.
- Locate the desired location for the Global Term within the Section.
- Click and drag the Global Term to the desired location within the Section. Note the "hand" cursor in the image below.
Editing Global Terms
- Click the Edit Global Term button located at the bottom of the Global Terms list.
- Select the current content and replace it with your desired content. In the image below I've selected the Owner's Actual Name Global Term.
- In the image below I've selected the text that will be edited.
- I've replaced XYZ with ABC in the image below. After making the desired edits, click away from the field or hit the enter key on your keyboard. This will submit and save the edit.
- Once the edit has been made, click the arrow at the top of the Global Terms menu to return to the full list.
- To place the Global Term in the Section, simply grab and drag it to the desired location within the Section.
Creating a User Global Term
A major benefit of Global Terms is that they not only allow the specifier to replace common project terms, but to create their own Global Terms that will be automatically updated throughout the entire project.
Follow the steps below to create a user Global Term.
- From the Global Terms menu, click the Create a New User Global Term button.
- The Create Global Term window will open. Enter a Term Name, Project Value, and Import Marker.
- In the image below I've added the Global Term Mechanical Consultant, entered MechConFirm, Inc. as the value for the term in this project, and set MCF as the import marker for future imported sections. When you've entered the desired information, click Save in the lower right corner of the window.
- The Global Term will appear in the list as shown below. Grab and drag the new term to the desired location within the Section.
- Delete the term by clicking the red trash can with the "x" pictured above. Global Terms cannot be deleted if they have been added into a project section. If this is the case, the alert below will appear.
Import Markers
When you now access the Edit Global Term menu, there is a third column titled "Import Marker". Import Markers are used when pre-coding Word documents for Global Terms prior to importing.
Global Terms Video
Watch the video below to see Global Terms in action:
Comments
5 comments
I can't find the Document manager.
Help
Hi,
First, be sure you are using SpecLink Cloud and not the legacy SpecLink-E software.
Within SpecLink Cloud, the Document Manager will appear on the right side of the section editing window as pictured in Step 1 of the Accessing Global Terms section of this article. Depending in your role, you may not have access to the Document Manager. Please check with your System Admin to confirm that you should have access to the Document Manager. If you have any questions please reach out to our Technical Support team.
Thanks!
We have a legacy user defined global term that now has a SpecLink global term equivalent. "Owner" = "Owner Actual Name". There are 41 instances of "Owner" in my Office Master. How do I change them all to "Owner Actual Name" quickly without having to search them out one by one?
I would like to know this too! We have several of these terms that are now redundant because there's a now SpecLink equivalent. I can't find a way in the Cloud version of SpecLink to find where all the instances are, or even in which projects, let alone change them all in one operation.
The location of this tool is not obvious and needs to be rethought.
Article is closed for comments.