File Tasks panel

Use the File Tasks panel to perform various tasks on files selected throughout Project Center. Each task is described here.

●      Open with...

Click to open the file in its native application. For example, a .DOC file will open in Microsoft Word.

●      Open with Newforma Viewer

Click to open the selected file in the Newforma Viewer to view it or to create a new markup.

●      Info Exchange > Transfer Only

Click to open the Transfer Files to a Newforma Info Exchange Server dialog box to send the files via Info Exchange.

●      Info Exchange > Transfer and Log a Transmittal

Click to open the Transfer Files and Create an Outgoing Transmittal dialog box to create a transmittal and send the files via Info Exchange.

●      Email > Send as Attachment

Click to open an email message in Microsoft Outlook containing the selected file as an attachment.

●      Email > Send as Link

1   Make sure the recipient can access the files before using this task.

Click to open an email message in Microsoft Outlook containing a link to the selected file that the recipient can click on to open the file.

●      Email > Send and Log a Transmittal

Click to open the Send Files and Create an Outgoing Transmittal dialog box to create a transmittal and send the files in an email message.

●      Email > Send with Options

Click to open the Send Files to Email Recipients dialog box to select the sending options before sending the files in an email message.

1   Additional Send options could be available if other transfer methods were added to this project when it was created, or at any other time using the Edit Project Settings dialog box.

●      Add to > Project Center Item

Click to add the selected file to a Project Center item.

●      Add to > Another Project Item

Click to open the Select Project Item dialog box to add the selected file to a Project Center item that is not in the drop-down list.

●      Log as > Project Center item

Click to create a new action item, document set, RFI, submittal, timeline event, or transmittal using the selected file as a supporting document.

●      Review Related Markup Sessions

1   This task is available only when you select a file that has related markup sessions.

Click to open the Related Markup Sessions activity center to view information about and preview the selected markup sessions.

●      Track in Markup Session Log

1   This task is available only when you select a .PDF or .DWF file that does not have a related markup session.

Click to open the Save Markup Session dialog box to create a markup session from a .PDF or .DWF file and track it in the Project Markup Sessions activity center. This enables you to track a markup session that was created from a .PDF or .DWF file in an application other then the Newforma Viewer.

●      Find > All Versions of This file

Click to search for files with the same or similar filename in the current project. The Search Results window opens, which lists all files that have a name similar to the selected file. The search parameter *filename*.* is used as the basis of the search.

1   If you are searching email message (.MSG) files, be aware that the subject of the email message is searched, not the filename.

●      Find > External References

1   This task is available only when the selected file has external references.

Click to open the External Reference Details dialog box to display external reference (XREF)Drawing files often reference other files, including other drawings, as well as plot styles, images, standards, and font files associated with the drawing. Those references, or dependencies, are simply an embedded record of the path to the referenced objects or files. details about the selected file. This command applies to drawing files only.

●      Compare to > Another File

Click to open the Select a File dialog box to compare the selected file to another file.

●      Compare to > Another Version of This File

Click to open the Select File dialog box to compare the selected file to a file with a similar name or version.

●      Change Keywords

Click to open the Change Keywords dialog box to add and remove keywordsIn Project Center, keywords are words you can add to project items to use for filtering and searching. When you add keywords, they appear in the Keywords column of the corresponding Project Center activity centers and dialog boxes. You can then filter the list of items using the keywords to quickly find the items you are looking for, as well as do a project search for items containing the keywords. from the file.

●      Publish

Click to open the Publish Files dialog box to print or create a .PDF of the selected files.

●      Compare with Newforma Viewer

1   This task appears only when you select two or more image files.

Click to open the selected image files in the Newforma Viewer to compare them to each other.

●      Properties

Click to open the Windows Properties dialog box to view information about the file.

●      Explorer Tasks > Open with...

Click to open the Choose A Program dialog box to select the application in which to open the selected file.

●      Explorer Tasks > Copy

Click to open the Select Destination Folder dialog box to select a Project Center project and folder in which to save a copy of the selected file.

●      Explorer Tasks > Move

Click to open the Move to dialog box to select a Project Center project and folder in which to move the selected file.

●      Explorer Tasks > Delete

Click to delete the selected file.

1   Deleting a file using this task permanently removes it from your file server.

●      Explorer Tasks > Rename

Click to rename the selected file.

●      Explorer Tasks > Select in Explorer

Click to open Windows Explorer to the location where the selected file is physically stored on your local computer or network.

●      Explorer Tasks > Copy Path to Clipboard

Click to copy the entire path of the selected file to the clipboard. You can then paste it anywhere else.

●      Explorer Tasks > Properties

Click to open the Windows Properties dialog box to view the file's properties.

●      Fix Broken Link

This task appears if Project Center cannot access the file. Click to open the Change Path of Project File dialog box to locate the file and repair the broken link.

●      Search for Versions of This File

This task appears when the system is set up to only store a list of files as opposed to the full record copy. It looks at the file information and searches for similar files. The results are shown in the Search Results window.