ProjectWise Explorer Help

Opening ProjectWise Documents from an Office Application

You can open Microsoft Office documents stored in ProjectWise either from ProjectWise Explorer, or directly from within your integrated Microsoft Office application. Inside the application this is typically done by selecting File > Open > ProjectWise > Browse. You can also select File > Open > ProjectWise and then select a document you previously opened from the Recent Files list. This list is also added to the Address bar in the Open Document dialog that opens when you select File > Open > ProjectWise > Browse.

Open a ProjectWise document from Word

  1. Select File > Open > ProjectWise > Browse.
  2. Log in to your datasource if prompted.
  3. In the Open Document dialog, navigate to the folder containing your document and click Open.

Open a recently opened ProjectWise document from Word

  • Select File > Open > ProjectWise > Recent Files and then select one of the ProjectWise documents in the list.

    or

    Select File > Open > ProjectWise > Browse. In the Open Document dialog, click the down arrow on the Address bar and select one of the recently opened ProjectWise documents, then click Open.

Run a quick or advanced search for a document from the Open Document dialog

Quick search example:

  1. In the Search toolbar of the Open Document dialog, enter the text you want to search by (for example, enter *.docx) and click Start Search.

    The results of the search display in the dialog.

  2. From the Document list, select the required document and click Open.

Advanced search example:

  1. In the Search toolbar of the Open Document dialog, click the Advanced Search icon.

    The Define Search dialog opens.

  2. For this example, create a simple search that finds all documents in the datasource associated to the application 'Microsoft Word'.
    1. Set Criterion Type to General Attribute.
    2. Set Property/Environment to Application.
    3. Set Value to Microsoft Word.
    4. Click the Add Criteria button.

    The search criterion displays in the search criteria window.

  3. Click OK to initiate the search.

    The results of the search display in the dialog.

  4. From the Document list, select the required document and click Open.