Create Document / Document Properties Dialog

The Create Document dialog and Document Properties dialog are basically the same dialog, just used at different times.

The Create Document dialog is used create new documents (one at a time) and establish their properties. The Document Properties dialog is used to view or modify the properties of existing documents. The moment you save the new document, the Create Document dialog turns into the Document Properties dialog.

The Create Document dialog opens when you select Document > New > No Wizard, or when you select Document > New > Document if No Wizard is set as the default method for creating documents in the Wizard Manager dialog.

The Document Properties dialog opens after you create and save a new document using the Create Document dialog, or by selecting a document and selecting Document > Properties. The name of the currently selected document displays in the title bar of the Document Properties dialog.

Save - Creates the document, or saves any changes made to the existing document. When a new document is saved for the first time, the Create Document dialog becomes the Document Properties dialog. From here you can navigate through the other documents in the current folder.
Undo - If you are in the process of creating a document, clicking Undo automatically turns the Create Document dialog into the Document Properties dialog.

General tab - Document section

Setting	Description
Name	Sets the display name for the document. You can enter up to 127 characters.
Make document name and file name the same (lock icon and check box)	This option controls whether or not the document Name field is locked to the File Name field. If on, the File Name field is disabled from editing and locked to the Document Name field, so that whatever you enter in the Document Name field will also be entered in the File Name field. If off, the File Name field is enabled for editing, and you can edit the file name independently of the document name. When this option is on and you do not enter an extension in the Document Name field, then the file name will retain its original extension. If you do add an extension in the Document Name field, and that extension happens to be different than the file name’s original extension, then the file name’s extension will be changed to match the extension you entered in the Document Name field. This option is also used to force the document name and file name to be the same when you import a new file or replace the existing file. In those cases, you will be prompted to choose which name you want to use for both properties — either keep the name of the newly attached file and change the existing document name, or keep the existing document name and change the name of the newly attached file. The check box for this option is on by default. When on, the lock icon appears as locked. To turn this option off, click the check box. When off, the lock icon will appear unlocked. Assuming the check box is enabled, you can turn the option on or off as needed. If the check box is disabled from changing, it means your administrator has enforced document name locking at the datasource level, and you cannot turn off the option for this or any document.
Description	Used to provide an optional description of the document. You can enter up to 127 characters.
Version	Displays the version label of the selected document. If the selected document is the active version, this field is editable. If the selected document is not the active version, you cannot edit the label.
Sequence	Displays the version's sequence number, which indicates the version's order in the version set to which it belongs. Sequence numbers are automatically assigned and cannot be changed by the user. Every new document in ProjectWise is assigned the sequence number `0`. When you create a version, the sequence number of the original document / active version is incremented by 1, and then the new version takes the original document's / active version's former sequence number (before it was incremented). The highest number in a version set is always the active version.
Application	Sets the application to be associated with the current document.
Workflow	Displays the name of the workflow that is applied to the folder containing the selected document. If no workflow is applied to the folder, this field is blank.
State	Displays the state of the workflow that the selected document is in. If no workflow is applied to the folder, this field is blank.
Department	Sets the department to be associated with the current document.
Status	On the Document Properties dialog, this field displays the status of the selected document (Checked In, Checked Out, Exported, Final). On the Create Document dialog, this field is blank initially and then changes to Checked In when the document is created. The Coming In and Going Out status indications only appear when a very large document is in process.
Node	Displays the name of the computer to which the selected document is checked out or exported. This field is blank if the document is in any other status.
Out to/Final by	Displays the user name of the user who has checked out, exported, or set final status on the selected document.
(Status last changed) On	The On field to the right of the Out to/Final by field displays the time and date the document's status was last changed.
Created By	Displays the name of the user who created the document.
(Created) On	The On field to the right of the Created By field displays the time and date the document was created.
Updated By	Displays the name of the user who last modified the selected document. If the document has not been modified since it was created, this field displays the user name of the user who created the document.
(Updated) On	The On field to the right of the Updated By field displays the time and date the document was modified. If the document has not been modified since it was created, this field also displays the time and date the document was created.

General tab - File section

Setting	Description
File Name	Displays the name of the file attached to the selected document. If no file is attached to the selected document, this field is blank.
File Size	Displays the amount of disk space the attached file occupies.
File Updated By	Displays the user name of the user who last modified the file attached to the selected document.
Advanced	Import — Opens a Windows file selection dialog for you to select a file external to ProjectWise to attach to the selected document. Replace — Opens the Select Document dialog for you to select another ProjectWise document's file to replace the selected document's file. Rename — Opens the Rename file dialog for you to rename the file that is attached to the selected document. Remove — Removes the attached file from the selected document. MIME Type
Storage	Displays the selected document's folder's storage area. Every folder is associated to a storage area, which determines where the server copies of the ProjectWise files are stored.
(File Updated) On	The On field to the right of the File Updated By field displays the time and date the file attached to the selected document was last updated.
Inherited from

General tab - Folder section

Setting	Description
Name	Displays the name of the folder the selected document is in, or the folder you are in when you create a new document. If you are viewing the properties of an existing document, the Change button is disabled. If you are creating a new document, clicking the Change button allows you to select a different folder in which to create the document.
Description	Displays the description of the containing folder, if one exists.
Environment Name	Displays the name of the environment that is applied to the folder containing the selected document. The environment determines which attributes display on the Attributes and More Attributes tabs.
(Environment) Description	Displays the description of the folder's environment. This field is blank if no description exists.

Security tab

Lets you select the users you want to give exclusive document permissions to. If there are already users listed on this tab, you can select them and modify their current permissions.

Attributes and More Attributes tabs

Allows you to populate the attribute fields available in the selected environment, as defined by your administrator in the datasource.

File Properties tab

If file properties extractions have been configured and run on the datasource in ProjectWise Administrator, this tab shows the properties of the file attached to the document.

Note: Whether or not the File Properties tab displays is determined by the user setting, User Interface > Show file properties.

Audit Trail tab

Used to view the document's audit trail report.

Note: Whether or not the Audit Trail tab displays is determined by the user setting, Audit Trail > Show Audit Trail tab in Document properties.

Workspace tab

Lets you assign a configuration settings block (from a managed workspace) or a workspace profile to the selected document.

Components tab

This tab lists all the components included in the selected document. The components are categorized by class. If components have not been extracted from this document and a component index has not has been generated, then this tab will be empty.

The same Components tab is available in the Preview Pane when a document is selected.

Spatial tab

Used to modify the selected document's spatial properties.

Setting	Description
Geometry	Displays the background map assigned to the selected document's folder. Click in the Geometry window to dynamically pan in the background map.
Source	Determines the spatial location source of the selected document. Custom — The spatial location can be drawn (using the Edit button), extracted from a spatial location file (using the Load SLF button), or calculated (using the Calculate button). None — No spatial location is associated to the document(s). Use Parent Folder — The spatial location uses the geometry and the coordinate system of the parent folder. Linked — The spatial location is inherited from a source document or folder.
Modified	Displays the date when the document's spatial attributes were last modified.
Coordinate System	Select the coordinate system associated to the spatial location. Available only when the spatial location Source is set to Custom.
Edit	Opens the Edit dialog, to edit the spatial location's geometry. Available only when the spatial location Source is set to Custom.
Load SLF	Use to load a spatial location file extracted from a DGN.
Link	Use to select a source document or folder to inherit spatial location from, which changes the source type to Linked.
Calculate	Use to scan the file for the extent.
Lower Left	Use to enter the location of the lower left corner of the geometry. Available only when the spatial location Source is set to Custom.
Upper Right	Use to enter the location of the upper right corner of the geometry. Available only when the spatial location Source is set to Custom.