ProjectWise Explorer Help

To Save a Message Attachment to ProjectWise, Using the Save Document As Dialog

  1. Do one of the following:

    In the message list, select a message with a file attached. Select the ProjectWise tab and select Export Attachments.


    Open a message that has a file attached. In the message select the ProjectWise tab and select Export Attachments.

    The Export All Attachments dialog opens.

  2. In the Attachments list, select the attachments you want to save to ProjectWise.
  3. Turn off Export attachments using default names and location and click OK.
  4. If you have not logged in to ProjectWise yet, the ProjectWise Log in dialog opens. Select a datasource, enter your user name and password, and click Log in. You will not be prompted to log in to ProjectWise again during this session of Outlook. If you want to be automatically logged into this datasource the next time you open Outlook, turn on the Remember me option before you click Log in.

  5. If the Select a Wizard dialog opens, select No Wizard and click OK.

    The Save Document As dialog opens. The Name, Description and File Name fields are pre-populated with the name of the attachment file. The document is automatically associated to the ProjectWise application that is associated to the attachment’s file type.

  6. In the Folder section, click Select to select the project or folder in which the attachment(s) will be stored. When the Select Folder dialog opens, select a folder or project and click OK.
  7. For the check box next to the Document Name field:

    Turn on the check box if you want the file name to match the document name.


    Turn off the check box if you want to edit the file name independently of the document name.

    Note: If the check box is on but disabled from changing, that means your administrator has enforced document and file name locking at the datasource level.
  8. Edit the Name, Description and File Name fields as needed.

    A description for the document is optional, but the document must have a name and a file name, and both the (document) name and file name must be unique in the folder or work area in which you select to store the document.

  9. Click Save.

The attachment is now saved to the selected folder in ProjectWise.