Local Document Organizer Dialog
Used to manage the documents that you currently have checked out, copied out, or exported. If you are an administrator, a User list displays in the Filters section of the dialog, which lets you manage documents that are checked out, copied out or exported by any or all users in the datasource.
The Local Document Organizer opens when you select in ProjectWise Explorer. If your user setting, , is on, Local Document Organizer will open automatically whenever you log out of a datasource, whether you are in ProjectWise Explorer or an integrated application.
The Local Document Organizer dialog always opens with the View set to display Checked Out Documents. The actions you can perform from the Local Document Organizer dialog depend on the View option that is active. You can select multiple documents in the Local Document Organizer's list and apply a command to all of them simultaneously.
| Setting | Description |
|---|---|
| Local Document Organizer toolbar and menus | All the icons on the Local Document Organizer toolbar correspond to and work the same as options on the Local Document Organizer's menus. A bullet point will appear next to a menu item when it is enabled. Selecting a button on the toolbar, such as Checked Out Documents, will enable the same option on the corresponding menu, such as View > Checked Out Documents. |
| Datasource | Filters the display of checked out, copied out, or exported documents by datasource. Only datasources to which you are logged in are listed. |
| Node | Filters the display of checked out, copied out, or exported documents by the computer from which they were checked out, copied out, or exported. |
| User | Filters the display of documents by the user who has checked out, copied out, or exported them. This control is only available to administrators. You can filter by a specific user, or you can set the display to show documents checked out, copied out, or exported by all users. |
| Folder | Filters the display of checked out, copied out, or exported documents by folder or work area. Click the browse button (...) to the right of the Folder field to select a folder or work area to use to filter the list. |
| View > Checked Out Documents | Select this option to display all documents that are currently checked out by you. Same as selecting the Checked Out Documents button. |
| View > Copies | Select this option to display all documents that are currently copied out by you. Same as selecting the Copies button. |
| View > Exports | Select this option to display all documents that are currently exported by you. Same as selecting the Exports button. |
| View > Workspace Copies | Select this option to display all workspace documents that are currently copied out by you. Same as selecting the Workspace Copies button. |
| View > Going Documents | Select this option to display all documents that are currently in a state of being checked out, copied out, or exported. Same as selecting the Going Documents button. This option is typically only used when working with very large files, and is only available when you are logged in as an administrator. |
| View > Large Icons | Select this option to display large icons for each document in the Local Document Organizer window. No details are shown, just the icon and the document name. |
| View > Small Icons | Select this option to display small icons for each document in the Local Document Organizer window. No details are shown, just the icon and the document name. |
| View > List | Select this option to display a vertical list of documents in the Local Document Organizer window. No details are shown, just the icon and the document name. |
| View > Details | Select this option to display a vertical list of documents in the Local Document Organizer window, showing each document's general properties, such as Name, Description, File Name, and Folder Name. |
| View > Refresh | Refreshes the document list in the Local Document Organizer window. |
| View > Select All | Selects all of the documents displayed in the list. |
| Action > Open Containing Folder | With a document selected in Local Document Organizer, selecting this option takes you to the folder in ProjectWise Explorer containing the selected document. |
| Action > Update Server Copy | With a checked out or exported document selected, this updates the master copy of the document in the storage area on the server with the copy that is in your working directory (if it is a checked out document) or with the copy that is in the original export folder (if it is an exported document). The document remains checked out or exported. |
| Action > Check In | With a checked out document selected, checks in the document and deletes the copy of the document that was in your working directory. |
| Action > Check In - Leave Copy | With a checked out document selected, checks in the document and leaves a copy of the document in your working directory. |
| Action > Free - Leave Copy | With a checked out or exported document selected, this undoes the check out or export, and leaves a copy of the document in your working directory (if checked out) or original export folder (if exported). |
| Action > Free | With a checked out or exported document selected, this undoes the check out or export, and deletes the copy of the document that was in your working directory (if checked out) or original export folder (if exported). |
| Action > Refresh Copy | When a copied out or checked out document is selected, this updates the local copy of the document with the latest version of the document on the server. Same as selecting Refresh Local Copy from ProjectWise Explorer's Document menu. |
| Action > Check Out | Checks out the selected copied out document(s). Same as selecting Check Out from ProjectWise Explorer's Document menu. |
| Action > Purge Copy | Deletes the local copy of the selected document from the working directory. Same as selecting Purge Local Copy from ProjectWise Explorer's Document menu. |
| Action > Import | With an exported document selected, this updates the master copy of the document in the storage area on the server with the copy that is in the original export folder. The copy is deleted from the export folder, and the status of the document is returned to Checked In. Same as selecting Import from ProjectWise Explorer's Document menu. |
| Action > Import From | With an exported document selected, this opens the Select Folder To Import From dialog, which allows you to navigate to and import the exported document from a folder other than the original export folder. |