ProjectWise Explorer Help

Wizard Manager Dialog

Used to set the default method of creating documents and defining advanced searches. This dialog opens when you select Tools > Wizard Manager.

Document Creation tab

SettingDescription
No Wizard icon Selecting No Wizard icon and clicking Set as Default means that the standard document creation dialog will open instead of the Advanced Document Creation Wizard. So when No Wizard is set, the Create Document dialog opens when you select Document > New > Document, and the Copy Document dialog opens when you select Document > Copy To. Also, clicking OK in the Create Multiple dialog will automatically create the specified number of documents (with no files attached), and copying or moving documents in ProjectWise Explorer using the drag and drop method will automatically perform the copy or move. Selecting No Wizard here also ensures that if you attempt to create a new document in an integrated application, the application will open whatever ProjectWise dialog it normally uses to create new ProjectWise documents.
Advanced Wizard icon Selecting Advanced Wizard and clicking Set as Default means that the Advanced Document Creation Wizard will be used when creating documents. (The Advanced Document Creation Wizard Properties dialog controls which document creation actions will invoke the Advanced Document Creation Wizard.) Selecting Advanced Wizard here also ensures that if you attempt to create a new document in an integrated application, the application will open the Advanced Document Creation Wizard.
Clear Default / Set as Default Clicking the Clear Default button signifies that you do not want to commit to a default document creation method. When you click Clear Default and the --no default wizard-- message appears in the dialog, this means that the Select a Wizard dialog will open whenever you select Document > New > Document, whenever you create multiple documents using the Create Multiple dialog, and whenever you copy or move documents using the drag and drop method. Clicking the Set as Default button sets whatever method (icon) you select from the dialog as the default method for creating documents. Setting --no default wizard-- here also ensures that if you attempt to create a new document in an integrated application, the application will open the Select a Wizard dialog.
About When the Advanced Wizard icon is selected, clicking the About button opens a window that describes what the Advanced Document Creation Wizard is used for. This is the same text that appears on the welcome page of the Advanced Document Creation Wizard.
Properties Opens the Advanced Document Creation Wizard Properties dialog, which is used to specify which document creation actions will invoke the Advanced Document Creation Wizard, and which pages on the wizard will be hidden from the user.

Search Definition tab

SettingDescription
Document Search Selecting Document Search and clicking Set as Default specifies that the Search by Form dialog is to be used when creating document searches. This means that selecting Folder > Advanced Search or clicking the Advanced Search icon in the Search toolbar will open the Search by Form dialog.
Search Builder Selecting Search Builder and clicking Set as Default specifies that the Define Search dialog is to be used when creating document searches. This means that selecting Folder > Advanced Search or clicking the Advanced Search icon in the Search toolbar will open the Define Search dialog.
Set as Default / Clear Default Selecting one of the search dialog options and clicking Set as Default sets that dialog as the default search dialog to open whenever you select Folder > Advanced Search or click the Advanced Search icon in the Search toolbar. Clicking the Clear Default button sets no search dialog as the default, and the --no default wizard-- message displays. When no default search dialog is set, the Select Search Definition Dialog will open whenever you select Folder > Advanced Search or click the Advanced Search icon in the Search toolbar.