Overview

The iTwin Documents module allows the user to store all documents for the asset in one place. Within this module, files can be grouped into folders and subfolders.

 

Navigating to Documents and Documents Tabs

1. iTwin Documents - On the left side of the Module selection bar, select the Documents icon.

2. Document Tabs- Then select ITwin Documents.

iTwin Documents Page

Clicking on the iTwin Documents module icon on the left side of the page will bring the user to the iTwin Documents page illustrated below.

 

Uploading Files

Files can be uploaded from your computer by clicking the "+New" icon and selecting the "Upload" button from the dropdown. Users can also drag and drop files from your computer and into the folder space.

Creating Folders

Folders can be created by clicking the "+New" icon and selecting the "Create folder" button from the dropdown.

Editing Existing Files and Folders

Selecting an existing folder or file with the checkbox enables a set of buttons and menu options. The available options are described below:

1. Download – You can download the file or folder to your computer.
2. Get link - A permanent link to the file or folder is copied to your clipboard.
3. Move – Move the file or folder from one folder to another.
4. The remaining options must be accessed by clicking the "More" icon, denoted by three horizontal dots.
   1. Rename – You can rename the file or folder.
   2. Lock – You can lock the file or folder to control other users' ability to modify the selected item.
   3. Unlock – You can unlock the file or folder to allow other users the ability to modify the selected item.
   4. Set Folder Access – You can change access levels of the roles in the asset to the selected file or folder.
   5. Delete – Allows you to delete a file or folder. They are moved to the Recycle bin and can be restored later.