EDMS Terms Quick Reference Guide

Project Center

ProjectWise

Definition

General

Add ProjectWise Project

New Project

Project Creation Wizard

Folders

Copy 

Copy + Paste

Copies folder and contents

Move

Cut + Paste

Moves folder and contents

Delete

Delete

Deletes folder and contents

Rename

Rename

Renames folder

Add File

New File

Document Creation Wizards

Add Folder

New Folder

Creates new folder

Documents

Open with <Connection Name>

Open

Opens document with ProjectWise assigned app.

Open with Pick an app

Open With

Select an app to open the document with

Check Out

Check Out

Check out document to working directory

Check Out and Open  

Open

Check out the document and open it with the ProjectWise assigned app.

Check In

Check In

Upload to the server changes you made to a checked out doc.

Undo Check Out 

Free 

Check in a document without uploading changes to the server

Get Latest Revision

Copy Out

Downloads a copy of a document to working directory without checking out

Copy

Copy + Paste

Copies document to specified destination

Move 

Cut + Paste

Move document to specified destination

Delete  

Delete 

Deletes document

Rename

Rename 

Renames document

Edit Properties

Properties

Opens ProjectWise properties dialog

Version Number

Sequence 

Sequential ProjectWise assigned property in a version set

Comment

Version 

A version’s label property, can be assigned by ProjectWise or user-assigned

Sync to this Version

Copy Out

Copies the selected version to the working directory

Project Center 

SharePoint

Definition

Folders 

Delete 

Delete 

Deletes folder and contents

Rename

Edit Properties

Change folder name

Add File 

dd document

Upload document to folder

Add Folder

New Folder

Create new folder

Add Document Set

Document Set

To create a document set

Documents

Open with <Assigned App>

N/A

Opens with native app (copies doc to a temp directory)

Open with <Connection Name>

RT click + Open  

Opens the document Read-Only

Check Out

Check Out

Check out document from the library

Check Out and Open

Edit Document

Check out and open with native app.

Check In

Check In

Check in document that you have checked out

Undo Check Out

Discard Check Out

Check in and discard changes

Get Latest Revision

Download a Copy

Download a copy to your computer

Copy

Send To

Copy document to a specified destination

Move

N/A

Moves document to a specified destination

Delete

Delete 

Deletes document

Rename

Edit Properties

Change document name

Sync to this Version

N/A

Downloads a specific document version to a specified destination

Version

Version Number

A document’s assigned version number

Comments

Comments

A user-defined comment property

Project Center

FileNet

Definition

Folders

Move

Move

Move folder and contents

Delete

Delete

Delete folder and contents

Rename

Properties

Change folder name

Add File

Add Document

Upload document to folder

Add Folder

Add Folder

Create new folder

Documents

Open with <Assigned App>

N/A

Opens with native app (copies doc to a temp directory)

Check Out

Check Out

Check Out document from FileNet

Check Out and Open 

Check Out and Download

Check out, download, and open with native app.

Check In

Check In

Check in document that you have checked out

Undo Check Out

Cancel Check Out

Check in and discard changes

Get Latest Revision

Download

Download a copy to your computer

Open with

Launch

Open with a selected application

Move

Move 

Moves document to a specified destination

Delete

Delete

Deletes document

Rename

Properties 

Change document name

Sync to this Version

N/A

Downloads a document version to a specified destination

Version

Version Number

A document’s assigned version number