ProjectWise Explorer Help

Freeing Documents

You can free a document you have checked out or exported when you want to undo the check out or export and discard any local changes you may have made. For example, you might want to free a document that you checked out by mistake, or if you made changes to a document that you do not want to commit to the server.

If you are an administrator, or if you have been given permission to free documents of other users, you can free a document that has been checked out or exported by another user. For example, as the administrator you might want to free another user's documents if a user's privileges are removed from a folder, but that user still has documents checked out or exported.

After you free a document, the document's current status icon (diskette, lock, check mark) is replaced with a read/write (pencil) icon.

Note: To free documents that you yourself have checked out or exported, your user setting Document > Can free must be on. If you are not an administrator but you need to free documents that other users have checked out or exported, then your user setting Document > Can free must be on, and your access control permission Free must be on for the documents you want to free.

Freeing a document from the document list in ProjectWise Explorer

  1. Select a checked out or exported document.
  2. Select Document > Free.
  3. When prompted, click Yes to confirm.

When the user setting Document > Leave local copy on free is off (the default), freeing a checked out document deletes the document from your working directory (thereby deleting all the changes you might have made since you checked out the document) and returns the document status from Checked Out to Checked In, and freeing an exported document deletes the document from wherever you exported it to and returns the document status from Exported to Checked In. When Document > Leave local copy on free is on, freeing a document returns the document status from Checked Out or Exported to Checked In, but does not delete the local copy of the document.

Freeing documents using Local Document Organizer

  1. Open Local Document Organizer (Tools > Local Document Organizer).
  2. Select View > Checked Out Documents or View > Exports.
  3. Select one or more documents in the list.
  4. To free the document and delete the local copy of the document in your working directory, select Action > Free.

    or

    To free the document but keep the local copy of the document in your working directory, select Action > Free Leave Copy.

Freeing a checked out document as you are closing it

  1. In your editing application, close the document you have been working on.
  2. When the Check In dialog opens, click Free.