ProjectWise Explorer Help

Saving and Checking In ProjectWise Documents from AutoCAD

ProjectWise provides integration with AutoCAD's Save and Save As commands.

The default behavior when saving the current document in integrated AutoCAD is to save the changes locally, to the file in your ProjectWise working directory. Changes will be saved to ProjectWise when you check in or update the server copy of the document.

Save As lets you save a copy of the current AutoCAD document under a different name or to another location in ProjectWise. If the current document is not stored in ProjectWise, you can use Save As to save it to ProjectWise. Save As is also used when you want to save a copy the current AutoCAD document under another AutoCAD-based file format.

Tip: You can change the default behavior for saving the current document if necessary, so that the server copy of the document and its reference information will be updated in ProjectWise every time you save.
Tip: To save the open AutoCAD file to a location outside of ProjectWise, select File > Save As, then click the Save to disk button when the Save Document As dialog opens.

Save changes to the current document

  1. Select one of the following:
    • Command: DMSQSAVE
    • Toolbar: ProjectWise > Save

The changes are saved locally. If you want to check in the current document, select File > Close or File > Exit.

Check in a checked out document from AutoCAD

Note: The steps below are only necessary if you have not enabled automatic check-in.
  1. If you have made any changes to the document, first select File > Save to save your changes locally.
  2. Now close the open document as usual (File > Close or File > Exit).

    The Check In dialog opens.



  3. If a Comment tab exists on your Check In dialog, select it and enter your comments in the Comments field. If you added comments on previous check ins, you can also select from a list containing your previously entered comments.

    Comments may be optional or required, depending on your configuration. If comments are required but you click Check In before adding comments, the Comment tab is forced to the front of the dialog and the Check In button is disabled until you add comments. If comments are optional, you will still see the Comment tab, but you will be able to click Check In without entering any comments.

  4. Click Check In.

    The document is closed and checked in.

Note: If you select File > Close or File > Exit before selecting File > Save, you will be prompted to save your changes locally first. If this happens, click Yes to save your changes locally. You must click Yes if you want your changes to make it to ProjectWise. If you click No, your changes will not be saved locally, however you will still be prompted to check in the checked out document. If you click No and then click Check In on the Check In dialog, it will be the same as if you had saved your changes locally but then selected to Free the document.
Note: If you close the open ProjectWise document but do not exit AutoCAD, you may notice that AutoCAD is no longer integrated with ProjectWise. To reintegrate AutoCAD with ProjectWise, you can close and reopen AutoCAD from the desktop, or open another AutoCAD document from ProjectWise Explorer.
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