SYNCHRO Construction Solution - Documents - New Projects

To access the Document files and folders, user will login to SYNCHRO Control and select a project. From the project homepage, select Document. The system will automatically start the authentication process to verify user login information to gain access to the document module. User will expect see the cloud connection icon to show up and will disappear when the user is granted access to the document service.

The Documents tree list all of the directories and subdirectories. Directly under the Documents node is a Out to me node which has a number next to it reflecting the files checked out to you. If you click on this node the files will display in the grid.

Document and Folder Icons

Each document has an icon that indicates which application is associated with it, based on the extension of the file that is attached to the document.

Some documents will also have a smaller icon, either in the upper left or lower right corner (or both) of the document icon, which indicates additional information about the document, such as whether the document is a master document, or is a non-active version. Click the link below for details on all of the available icons:

Document and Folder Icons

Folder Options

Within the Documents module the following options are available from either the toolbar displayed along the top or from drop down menus which display when you click the icon from either the toolbar or next to a selected folder.

New	The New button displays a drop down with the following options: New folder- This option will create a new folder or subfolder. Upload files - Click to upload files from your local machine. A standard file selection dialog will display where you can select the file(s) to upload. Note: You can also drag and drop documents into the selected folder. Click the folder to display it's contents then drag and drop the documents to upload them. Create document set - Click to create a document set. (See details below)
Document Sets	A document set (also called a flat set) is a group of documents that have been manually added to a container (the set), usually for some purpose, such as to simplify the downloading of multiple documents that exist in different folders. For example, when you download the set, all documents in the set get downloaded. A document set can be created by selecting the Create document set from either the New button (mention above), or by select one or more files and selecting the creation option from the menu. Click Here for details on creating document sets.
Download	Click the New button and select upload to upload documents from a local source. If connected to a ProjectWise source, the user will be able to load documents from there.
Get Link	Copies the link to the document to the clipboard.
Rename	Click to display a dialog allowing you rename the selected folder/file and provide a description for it.
Move	Select a folder/file and use this option to move it to another folder. Multiple documents or folders can be selected to move simultaneously. The following dialog displays to select the target folder: Select a folder from the list or click the Add New Folder option to create a new folder to add the document(s) to.
Set folder access	Lets the administrator set permissions for the folder. The following dialog displays: Inheritance - Enable this to inherit all the permissions from the parent folder. When disabled, the permission options are available to set. Show all roles - This option shows all of the custom enterprise level roles defined for the organization. Force all child folders to inherit - Check this option force the permissions defined here to the child folders. Once the permissions have been set for each role, click OK to save the changes.
Delete	Removes the selected folder/document.
Search	Click the icon to display the search field. Enter the search string to search for. Control will search the Documents folders for the string and display the results of the search.
Refresh	Refreshes page with any changes.
Information	Click the Information icon when either a document or folder is selected to display details about the selected item. Click Here for details.
Column Views	Displays the following dialog where you can determine which columns to display and their order: Add, remove, or rearrange columns as needed: To add columns to the current view, select a property set from the Select environment list, then move properties from the Available columns list to the Selected columns list. To remove columns from the current view, move properties out of the Selected columns list. To change the order of the columns in the view, select a property in the Selected columns list and click the up arrow to move the property to the left in the view or down to move the property to the right in the view.
Manage my views	Displays a dialog listing the saved column views with the ability to edit, Add new or Delete views. If you have multiple views saved you can easily switch between them by selecting the view under the My Views section when you click in the Columns icon:
ProjectWise Drive	ProjectWise Drive is used to sync ProjectWise projects with your computer, so that you can access and work on your ProjectWise documents directly from File Explorer or from your desktop applications. You can get the details on how to install and user ProjectWise Drive from the link below: Using ProjectWise Drive Note: Although ProjectWise Drive needs to be installed separately from SYNCHRO Control, no additional license is required to use it.
In Progress	Displays a dialog providing the progress of Uploads, Downloads or Workflows.
Display Options	Displays the following dialog providing the following options:
About Current Connection	Display a dialog providing information about the current Projectwise connection.
Sign out	Signs you out of Office 365.

Document Options

When a document(s) is selected, the following options are displayed and may replace certain folder options:

Open	How documents are opened depends on: the file type of the document whether or not the work area connection is synchronized with ProjectWise Drive whether or not you have a Microsoft 365 subscription (for Office documents) Click Here for details on opening documents.
Checkout	Check out - Checks out the document to your local system if the document is available. When checked out it will list who the file is checked out to in the column and will display in the Out to me grid. The document's icon now displays a check mark for you . Other users will see a lock icon.
Checkin	This option displays on a file if it is currently checked out. It has three options for the checked out file: Check in - Checks the document back into the document system from your local machine. You will be prompted to select the file from a standard file selection dialog. The following dialog will display to confirm the check in. Free - Frees the copy on the server without updating it. Update server copy - Prompts the user to upload the checkout file from their local machine and updates the current server copy. The following message dialog displays prompting whether you want to check in the file during the update: If you do not check in the file, then the server copy will be updated but the file will remain checked out.
Download	Use the Download icon to download selected documents and folders to your local computer. You can download items from the folder they exist in, or from the results of a search. Downloading a document does not check out the document.
Get Link	Copies the link of the document to the clipboard. The name of the document is displayed at the top. The link address is displayed in the Copy Link area. Click Copy to copy the link to the clipboard. To get a Microsoft Teams link, select the Teams ion and select Copy. Note: For the Microsoft Teams link option to be enabled, this work area connection must first be added as a tab in Microsoft Teams.
Rename	Click to display a dialog allowing you rename the selected folder/file and define a new version number and description for it.
New Version	Click to display the following dialog where you can define a new version number for the document. Enter a new version name for the document and click Create. If the field is left blank a version name will be automatically generated.
Replace file	Click to change the file attached to a document. The file being replaced cannot be checked out at the time of replacement. A file selection dialog will display where you can select the file to replace. A dialog will display with the name of the existing file along with the file replacing it. If the name of the new file is different from the document in Control, you will need to decide which name to use in the dialog. Note: If the names are the same the option at the bottom is not displayed. Click Replace to complete the process.