Documents Settings (ProjectWise Connection)


Document Settings allows users to securely share files among desktop or mobile devices for greater project collaboration. If your company is using ProjectWise document management system, you can connect to a ProjectWise repository (also known as a data source) to view the files stored.

Note:  Before making a connection, make sure CORS (Cross-Origin Resource Sharing) is configured on your Web Services Gateway server (WSG).

Check https://bentleysystems.service-now.com/community?id=kb_article_view&sysparm_article=KB0012427 or Contact your ProjectWise administrator for more details.

  1. Go to Administration > Document Settingsand it will direct you to the Connections tab in Documents. Click Authenticate to activate the Manage Connections page.


  2. Click New Connection to open the Create New Connection dialog box.


  3. Add a description to Connection Name. From the Repository Type dropdown, select the type of repository to which you want to connect (in this case ProjectWise). Once the Repository type is selected additional fields display in the Create New Connection dialog.


  4. In the Server URL field, type in the server URL provided by Bentley Web Services Gateway. Click Get Data source to connect to the server and get a list of available repositories.


  5. From the Data source dropdown, select the desired repository.


  6. Enter your Username and Password in the appropriate fields.


  7. From the Work Area dropdown, select the desired Work Area.


  8. If you wish, you can provide a Description. Click Connect and the connection is created and the name and description of the connection display in the Manage Connections list.


  9. Once there are any existing connections, the existing connection is displayed on this page. The Actions column allows you to Delete or Edit a connection.