Folder Tasks panelUse the Folder Tasks panel to perform various tasks on folders selected throughout Project Center. Each task is described here.
Selected Folder● Search Click to open the Search field to search for text within the selected folder. Enter the text you want to find, then click Search. All files in the selected folder and its subfolders are searched. The results are shown in the Search Results window. ● Compare to > A Folder Click to open the Select Folder dialog box to select another project folder to compare to the selected folder. After you select the folder, the Compare Results window opens with the results. ● Compare to > A Document Set Click to open the Select Document Set dialog box to select a document set to compare to the selected folder. After you select the document set, the Compare Results window opens with the results. ● Compare to > A Record Copy Click to open the Select Record Copy dialog box to select a record copy to compare to the selected folder. After you select the record copy, the Compare Results window opens with the results. ● Info Exchange > Transfer Only Click to open the Transfer Files to a Newforma Info Exchange Server dialog box to send the folder and its contents 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 folder and its contents via Info Exchange. ● Info Exchange > Create Shared Folder Click to open the Create Shared Folder dialog box to publish the contents of the project folder as an editable folder on Info Exchange that can then be updated and added to at any time by both internal and external project team members. ● 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 folder that the recipient can click on to access the folder's contents. ● 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 folder and its contents 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. ● Review Related Markup Sessions 1 This task is available only when you select a folder that has at least one 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. ● Create a Record Copy Click to open the Create Record Copy dialog box to create a record copy of the contents of the selected folder and save it to your network in a .ZIP file. You can then use Project Center's features on this .ZIP file as you would any other file. The record copy is added to the Record Copies activity center. ● Record Copy > Create New Click to open the Create Record Copy dialog box to create a record copy of the contents of the selected project folder and save it to your network in a .ZIP file. You can then use Project Center's features on this .ZIP file as you would any other file. The record copy is added to the Record Copies activity center. ● Record Copy > View All Related Click to open the Record Copies activity center to view all record copies of the selected project folder. ● Record Copy > Compare to Record Copy... Click to compare the selected project folder to one of its record copies. After you select the record copy, the Compare Results window opens with the results. ● Utilities > Find Duplicate Files Click to find duplicate files within the selected folder and its subfolders. When finished, the Duplicate Files window opens, displaying folders and files that are exact duplicates. ● Utilities > External Reference Audit Click to open the External Reference Audit dialog box to select the options to include in a report on external reference files for files in the selected project folder. ● Utilities > Report on Maximum Path Length Violations Click to open the Create a Report dialog box to generate a report of all folder/file paths that exceed the Windows maximum path length. When generating this report, you should create the report in Microsoft Excel and use the Display Hyperlinks to Files and the Show Full Path for Hyperlinks options on the Formatting tab. ● Properties Click to open the Windows Properties dialog box to view the folder's properties. ● Explorer Tasks > Paste Click to paste the copied folder or file from the clipboard into the selected folder. ● Explorer Tasks > Copy Click to copy the folder and its contents to the clipboard, which you can paste to another location. ● Explorer Tasks > Move Click to open the Move to dialog box to move the folder and its contents to another location. ● Explorer Tasks > Delete Click to delete the folder and its contents from the Windows file system. ● Explorer Tasks > Rename Click to rename the folder. ● Explorer Tasks > Create New Folder Click to add a new subfolder in the selected folder. ● Explorer Tasks > Select in Explorer Select a folder or file from either column, then click this link to open Windows Explorer to the location where the folder or 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 folder to the clipboard. You can then paste it anywhere else. |
