ProjectWise Explorer Help

Changing the File Attached to the Selected Document

You can use the Document Properties dialog or the Modify Document dialog to:

  • attach a local file to the selected document

  • replace the attached file with the file from another ProjectWise document

  • replace the file but keep the original file name

  • remove (unattach) the attached file

Parent topic: Working with Document Properties

To Attach a Local File to a Document, Using the Document Properties Dialog

  1. Select a document that has no file attached.
  2. Select Document > Properties.

    The Document Properties dialog opens.

  3. In the File section, select Advanced > Import.
  4. Use the dialog that opens to browse to and select a file to attach.
  5. Click Open.
  6. Click Save.

To Attach a Local File to a Document, Using the Modify Document Dialog

  1. Select a document.
  2. Select Document > Modify.

    The Modify Document dialog opens.

  3. In the File Name field, select Attach File.
  4. Use the dialog that opens to browse to and select a file to attach.
  5. Click Open.
  6. Click OK.

To Replace the Attached File with the File from Another Document, Using the Document Properties Dialog

  1. Select a document that has a file attached.
  2. Select Document > Properties.

    The Document Properties dialog opens.

  3. In the File section, select Advanced > Replace.
  4. Use the dialog that opens to browse the datasource for the document containing the file you want to attach.
  5. Click OK.
  6. Click Save.

To Replace the Attached File with the File from Another Document, Using the Modify Document Dialog

  1. Select a document that has a file attached.
  2. Select Document > Modify.

    The Modify Document dialog opens.

  3. In the File Name field, select Replace File.
  4. Use the dialog that opens to browse the datasource for the document containing the file you want to attach.
  5. Click OK.
  6. Click OK.

To Replace the Attached File but Keep the Original File’s Name, Using the Modify Document Dialog

  1. Select a document that has a file attached.
  2. Select Document > Modify.

    The Modify Document dialog opens.

  3. In the File Name field, select Replace File Content.
  4. Use the dialog that opens to browse the datasource for the document containing the file you want to attach.
  5. Click OK.
  6. Click OK.

To Remove a Document’s File, Using the Document Properties Dialog

  1. Select a document that has a file attached.
  2. Select Document > Properties.

    The Document Properties dialog opens.

  3. In the File section, select Advanced > Remove.
  4. Click Save.

To Remove Document’s File, Using the Modify Document Dialog

  1. Select a document that has a file attached.
  2. Select Document > Modify.

    The Modify Document dialog opens.

  3. In the File Name field, select Delete File.
  4. Click OK.