Record Copies Overview
Whenever files are transferred via Info Exchange.
When a record copy is manually created from a project folder or a document set using the Create a Record Copy task.
The record copy .ZIP files are stored in project folders in the default locations specified in Record Copies Folders section of the Create Project dialog box/Edit Project Settings dialog box (you have the option to specify a different location in which to store the record copy .ZIP files when they are created):
Incoming file transfers, incoming transmittals, and incoming submittal/RFI actions default to the location specified in the Incoming Transfers field.
Outgoing file transfers, published folders and document sets, and outgoing submittal/RFI actions default to the location specified in the Outgoing Transfers field.
Manually created record copies of project folders and document sets default to the location specified in the Document Sets and Project Folders field.
How XREFs are handled by record copies
All XREF types are supported when record copies are created (absolute/explicit paths, relative, and pathless). Be aware that pathless XREFs require additional settings. See External Reference Paths dialog box for more information.
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