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Manage saved registers for your project

View, regenerate, edit, and delete saved register definitions for a project.

Audience

This guide is designed for project manager.

Steps​

Step 1: Open the Saved registers section​

Navigate to the project and open the Saved registers section to see a list of all saved register definitions, including their source, item type, and latest version status.

Open the Saved registers section

Step 2: Review register details​

Scan the list to review each register's name, source, item type, and latest generated version details so you can decide which one to work with.

Review register details

Step 3: Open the latest generated register document​

Use the option to open the latest versioned document for a register so you can quickly review the most recently generated, signed register.

Open the latest generated register document

Step 4: Generate a fresh version of a register​

Select a saved register and run the generate action to produce a new versioned, signed register document without changing the underlying definition.

Generate a fresh version of a register

Step 5: Edit a saved register definition​

Choose the edit action on a register to adjust its definition, such as changing filters or included data, then save so future generations use the updated definition.

Edit a saved register definition

Step 6: View a register's generation history​

Open the history for a register to see its previous generated versions, including version numbers, generation dates, and who generated them.

View a register's generation history

Step 7: Delete an unused register definition​

Use the delete action on a register definition you no longer need, confirm the deletion, and remove it from the project's list of saved registers.

Delete an unused register definition

Last updated: 2026-07-29