• What's New?
    • New in ProjectWise CONNECT Edition Update 3.4
    • New in ProjectWise CONNECT Edition Update 3.3
    • New in ProjectWise CONNECT Edition Update 3.2
    • New in ProjectWise CONNECT Edition Update 3.1
    • New in ProjectWise CONNECT Edition Update 3
    • New in ProjectWise CONNECT Edition Update 2.3
    • New in ProjectWise CONNECT Edition Update 2.2
    • New in ProjectWise CONNECT Edition Update 2.1
    • New in ProjectWise CONNECT Edition Update 2
    • New in ProjectWise CONNECT Edition Update 1.2
    • New in ProjectWise CONNECT Edition Update 1.1
    • New in ProjectWise CONNECT Edition Update 1
    • New in ProjectWise CONNECT Edition
      • Support for New Cloud Projects and Services
      • Changes to the Delivery Set
      • MicroStation CONNECT Edition Integration
      • Updated ProjectWise Applications
      • PowerShell Extensions for ProjectWise Administrator
      • ProjectWise Specifications Management CONNECT Edition Integration
      • Changes in Bentley i-model Composition Server for PDF
  • Getting Started
    • Opening ProjectWise Explorer
    • Configuring and Refreshing the Datasource List
    • Logging In to ProjectWise and Signing In to Bentley
    • ProjectWise Explorer Window Layout
      • To Manually Refresh the View
      • To Resize the ProjectWise Explorer Window or Any Internal Pane
      • To Change How Items Appear in the Document List
    • Icons in the Datasource List
    • Icons in the Document List
    • Using the Preview Pane
      • Preview Pane > Document Properties Tab
      • Preview Pane > Work Area Properties Tab
      • Preview Pane > Folder Properties Tab
      • Preview Pane > Photo Preview Tab
      • Preview Pane > Navigator Tab
      • Preview Pane > Dependency Viewer Tab
      • Preview Pane > Access Control Tab
      • Preview Pane > Components Tab
    • Changing View Details (property columns)
    • Changing Document Sort Order
  • Working with Work Areas and Folders
    • Browsing Work Areas and Folders
    • Creating a Work Area
    • Modifying Work Area Resources
    • Setting the Work Area Type and Editing Custom Work Area Attribute Values
      • To Assign or Change the Work Area Type
      • To Edit the Value of a Custom Work Area Property
    • Managing Work Area Participants
      • To Add or Remove Work Area Participants
      • To Change a Participant's Work Area Permissions
      • Work Area Participant Roles
    • Associating Rendition Profiles with Work Areas
    • Using ProjectWise Projects
      • To Associate a Work Area with a ProjectWise Project Associate a Work Area with a ProjectWise Project
      • Re-creating a Deleted Work Area Connection from ProjectWise Explorer
    • Creating Folders
    • Converting Folders to Work Areas / Work Areas to Folders
    • Modifying General Properties of a Folder or Work Area
    • Changing the Workflow for a Work Area or Folder
    • Setting a Default Rendition Profile for a Folder
      • To Configure a Default Rendition Profile for a Folder
    • Assigning Views to Work Areas and Folders
    • Assigning MicroStation Configuration Settings to Work Areas and Folders
    • Work Area and Folder Searches
    • Copying Out and Exporting Work Areas and Folders
    • Copying and Moving Work Areas and Folders
    • Setting Folder and Document Security
    • Deleting Work Areas and Folders
    • Using Work Area or Folder Audit Trail
    • Emptying the Working Directory (Purge Local Copies)
    • Creating and Using Custom Folders
  • Creating Documents
    • To Set the Default Method for Creating Documents
    • To Create Documents By Dragging In One or More Files from the File System
    • To Create a Placeholder Document
    • To Create Multiple Placeholder Documents Simultaneously
    • To Create a Document and Then Attach a File, Using the Create Document Dialog
    • Creating Documents Using the Advanced Document Creation Wizard
      • To Create a Single Document Using the Advanced Document Creation Wizard
      • To Create Multiple Documents Simultaneously Using the Advanced Document Creation Wizard
    • Resolving Document Creation Conflicts
      • To Skip the Document(s) Responsible for Causing the Document Creation Conflict
      • To Create a New Document When a Document Creation Conflict Occurs
      • To Create a New Version of a Document When a Document Creation Conflict Occurs
  • Working with Documents
    • Opening Documents
      • To Open a Document as Read-only in the Default Application
      • To Open a Document as Read-only in an Application Other Than the Default Application
      • To Open a Document as Read-only in Its Default Viewer Application
    • Checking Out and Checking In Documents
      • To Check Out One or More Documents Without Opening Them
      • To Check Out and Open a Document in Its Default Application
      • To Check Out and Open a Document in an Application Other Than the Default Application
      • To Check Out and Open a MicroStation Document in a New Session of MicroStation
      • To Update the Server Copy of Checked Out Documents from ProjectWise Explorer
      • To Check In Checked Out Documents, from ProjectWise Explorer
    • Exporting and Importing Documents
      • To Perform a Managed Export of Selected Documents
      • To Perform a Managed Export of a Project's or Folder's Documents
      • To Perform an Unmanaged Export of Selected Documents
      • To Perform an Unmanaged Export of a Project's or Folder's Documents
      • To Import (Check In) Exported Documents
    • Freeing Documents
      • To Free a Document
      • To Free a Checked Out Document As You Are Closing It
    • Copying Out Documents
      • To Copy Out Selected Documents
      • To Copy Out All of a Folder's or Project's Documents
      • To Refresh a Copied Out Document, from ProjectWise Explorer
    • Managing Checked Out, Exported, and Copied Out Documents
      • To Open the Local Document Organizer Dialog
      • To Configure Local Document Organizer To Open When Logging Out
      • To See a List of Documents You Currently Have Checked Out, Copied Out, or Exported
      • To Check Out a Document That Is Already Copied Out, Using Local Document Organizer
      • To Check In Checked Out Documents, Using Local Document Organizer
      • To Update the Server Copy of Checked Out Documents Using Local Document Organizer
      • To Refresh the Local Copy of a Copied Out Document Using, Local Document Organizer
      • To Import Exported Documents, Using Local Document Organizer
      • To Free Checked Out or Exported Documents, Using Local Document Organizer
      • To Remove Copies of Documents from the Working Directory, Using Local Document Organizer
    • Copying Documents
      • To Copy Documents Using Drag and Drop
      • To Copy Documents Using Copy and Paste
      • To Copy a Single Document Using the Copy Document Dialog
    • Moving Documents
      • To Move Documents Using Drag and Drop
      • To Move Documents Using Cut and Paste
      • To Move a Single Document Using the Move To Dialog
    • Deleting Documents
      • To Delete a Document and All Its Versions
      • To Delete a Document with No Versions, or the Non-Active Version of a Document
  • Marking Up PDFs with PDF Markup Service
  • Working with Document Properties
    • Viewing Document Properties
    • Selecting Which Dialog To Use To Modify Document Properties
    • Renaming Documents Using the Document Name Locking Feature
    • Modifying General Properties of Individual Documents
    • Modifying General Properties of Multiple Documents Simultaneously
    • Changing the File Attached to the Selected Document
    • Modifying Environment Attributes
    • Modifying Document Permissions (Access Control)
    • Modifying a Document's Workflow State
    • Modifying a Document's Workspace Settings
    • Viewing File Properties
    • Using Document Audit Trail
    • Exporting Document List Information
  • Creating Renditions
    • To Create Renditions
    • Create Renditions Dialog
  • Searching for Documents, Folders, and Work Areas
    • The Search Toolbar (Overview)
    • Quick Searches
      • To Run a New Quick Search in the Default Location
      • To Run a New Quick Search in a Location Other Than the Default Location
      • To Run a Previous Quick Search
      • Setting the Default Quick Search Type
      • Setting the Default Search Location
      • Setting the Number of Quick Searches to Keep in History
      • Using Quotation Marks in the Quick Search Field
      • Using Operands in the Quick Search Field
      • Using Wild Cards in the Quick Search Field
    • Advanced Searches
      • Selecting Your Advanced Search Dialog
        • To Set the Default Search Dialog
        • Using the Search by Form Dialog
        • Using the Define Search Dialog
      • Searching for Documents by General Properties
        • To Search for Documents Based on General Document Property Values (Document Search)
        • To Search for Documents Based on General Document Property Values (Search Builder)
      • Searching for Documents by Environment Attributes
        • To Search for Documents Based on Environment Attribute Values (Document Search)
        • To Search for Documents Based on Environment Attribute Values (Search Builder)
      • Searching for Documents by File Properties
        • To Search for Documents Whose Files Contain Specific File Property Values (Document Search)
        • To Search for Documents Whose Files Contain Specific File Property Values (Search Builder)
      • Searching for Documents by Text
        • To Search for Documents Containing All, Some, Any, or None of the Words in a Text String (Document Search)
        • To Search for Documents Containing All, Some, Any, or None of the Words in a Text String (Search Builder)
      • Searching for Documents by Work Area Type and Work Area Properties
        • To Search for Documents Based on Project Type
        • To Search for Documents Based on Work Area Properties
      • Searching for Work Areas and Folders
        • To Search for Work Areas and Folders Based on General Folder Property Values
        • To Search for Work Areas Based on Work Area Type
        • To Search for Work Areas Based on Work Area Properties
      • Searching for Documents Using OR Groups
        • To Search for Documents That Match This Criteria OR That Criteria (Document Search)
        • To Search for Documents That Match This Criteria OR That Criteria (Search Builder)
      • Using Search Expressions
    • Using Saved Searches
      • To Create a Saved Search
      • To Run a Saved Search
      • To Run a Saved Search and Display the Results in a New Window
      • To Open a Saved Search, from the Open Advanced Search Dialog
      • To Open a Saved Search, from the Saved Searches Folder
      • To Refresh a Saved Search
      • To Create a Saved Search Folder for Saved Searches
      • To Rename a Saved Search or Saved Search Folder
      • To Delete a Saved Search or a Saved Search Folder
      • Work Area-aware Saved Searches
        • To Create and Save a Work Area-aware Search
        • To Copy a Work Area-aware Search to Another Work Area
    • General Notes About Searches
  • Working with References and Sets
    • Working with References and Logical Sets
      • To See a List of Attachments in a Logical Set
      • Opening the Master Document of a Logical Set
      • Working with Master i-models
    • Working with Flat Sets
      • To Create a Flat Set of Documents
      • To Open a Flat Set
      • To Add Documents to an Existing Flat Set, Using the Set Contents Window
      • To Remove Documents from an Existing Flat Set, Using the Set Contents Window
      • To Add Documents to or Remove Documents from an Existing Flat Set, Using the Document Sets Dialog
      • Locking the Version of a Document Used in a Flat Set
    • Finding Which Sets Reference a Particular Document
    • Link Sets in ProjectWise Explorer
  • Working with Versions
    • Default Version Labeling Rules
    • Creating New Versions
      • To Create a New Version of a Document
      • To Create a New Version of a Master Document and Its References
      • To Change the Active Version of a Document
    • Copying Versions
    • Moving Versions
    • Deleting Versions
    • Displaying Versions in the Document List
    • Editing the Version Label for the Active Version
    • Setting Security on Versions
    • Controlling Which Version of a Reference Is Used by the Master Document
      • To Lock a Specific Version of a Reference Document to the Master Document
      • To Update a Master Document to Use the Active Version of a Particular Reference
      • To Update a Master Document to Use the Active Versions of Its Primary References
  • Working with Workflows and States
    • To Set or Change the Workflow of a Folder or Work Area
    • To Change the State of a Document from the Folder Properties Dialog
    • To Change the State of a Document from the Change Workflow State Dialog
    • To Move a Document Forward One State in the Workflow
    • To Move a Document Back One State in the Workflow
    • To Mark a Document as Final (place document in final status)
    • To Remove Final Status from a Document (take document out of final status)
    • Using Workflow Rules
  • Sending Links, Documents, and Messages
    • Getting Shareable Links for Documents, Folders, and Work Areas
    • Using the Address Bar and Address Links
    • Sending ProjectWise Messages with Document Links Attached
    • Sending Email Messages with Documents or Links Attached
    • Using ProjectWise Messenger and Message Folders
      • To open ProjectWise Messenger
      • To create a message in ProjectWise Messenger
      • To attach a document's link to a message
      • To address a message
      • To send a message
      • To read a message
      • To open a document linked to a message
      • To reply to a message
      • To Verify a Message Has Been Sent
      • Creating and using message folders
        • To create a global message folder
        • To create a private message folder
        • To Change a Global or Private Message Folder's Name or Description
        • To open a global or private message folder in a new window
        • To Delete a Global or Private Message Folder
      • Menus in ProjectWise Messenger
      • Configuring the address book
        • To create a mailing list
  • Printing
    • To Print Microsoft Office Documents
    • To Print MicroStation Documents
    • To Print AutoCAD Documents
    • To Print the Documents of a Print Set or a Job Set
    • To Open a Print Set File or a Job Set File from ProjectWise Explorer
    • To See Which Documents Are in a Job Set
    • To See Which Job Set Files Are Linked to a Particular Drawings List
    • To Change the Drawings List That Is Linked to a Particular Job Set File
  • Browsing and Searching for Components
    • To View the Component in the Source File
    • To View a List of a Document's Components
    • To Turn On or Off Display of the Components Folder
    • Setting Up Relational Document Searches
      • To Create and Save a Relational Document Search That Looks for Document Metadata
      • To Find Documents Related to a Component
    • Creating and Running Class Searches
      • To Search for All Instances of a Particular Class
      • To Create and Run a More Complex Search
      • To Create a Search Involving Component Link Classes
      • To Open and Run a Saved Class Search
      • Class Search Concepts
  • Using ProjectWise Spatial Tools
    • Spatial Location Introduction
    • Spatial tab / Spatial Navigator
    • Spatial Security
    • Assigning Spatial Locations
      • Spatial Location Values
      • To Draw a Spatial Location
      • To Import a Spatial Location File
      • To Key In the Values for a Spatial Location
      • Calculating a Spatial Location
      • Using Spatial Views to Display Spatial Locations
        • To Create a Spatial View
        • To Create a New Spatial View by Copying an Existing Spatial View
        • To Select the Spatial View for a Folder or Project
        • To Modify a Spatial View
        • To Delete a Spatial View
    • Spatial Scanning and Loading
      • Spatial Location Scanning
        • To Run the Spatial Location Scanning Tool
        • Extract Location Only versus Extract Location and Coordinate System
        • Datasource Spatial Extent
          • Don't validate geometry against datasource extent
          • Exclude points outside datasource extent
          • Clip geometry if overlapping datasource extent
          • Treat geometries overlapping datasource extent as invalid
      • Specify Coordinate System Settings Dialog
      • Load Spatial Location File
        • To Load a Spatial Location File
      • Scanning ESRI Files
        • To Run the Scan ESRI Files Tool
    • Spatial Additions to Integrated MicroStation
      • Spatial Location File Capture
        • To load the SLF Creation tool in MicroStation
        • Geometries Option
        • Creating Document Geometries
          • Search in Option
          • Extensions Option
        • Creating ProjectWise Folder Geometries
        • Generating the SLF
      • Search Using Spatial Criteria in MicroStation
        • To search for documents using spatial criteria
  • Using the Dependency Viewer
    • Dependency Viewer Overview
    • Viewing Document Dependency Maps
      • To View a Document's Dependencies
      • To Unlock the Dependency Viewer Tab, So It Updates When a New Document Is Selected
      • To Lock the Dependencies Tab, So It Does Not Update When a New Document Is Selected
    • Manipulating the View in a Dependency Map
      • Changing the Root Block in a Dependency Map
        • To Change the Root Block in a Dependency Map
        • To Restore the Default Root Block, When Viewing a Document Dependency Map
      • Changing the Orientation of the Current Dependency Map
      • Panning and Zooming in a Dependency Map
    • Opening the Roll-out Tabs
      • To Open the Properties Tab
      • To Open the Search Tab
      • To Open the Block Filter Tab
      • To Close a Tab, Once It Is Docked
    • Navigating a Document Dependency Map
      • To Highlight a Block's Inward Links
      • To Highlight a Block's Outward Links
    • Items on the Dependency Viewer Toolbar
    • Viewing Properties of Blocks in the Dependencies Tab
      • To View the Properties of a Block
    • Changing the Appearance of Blocks in the Dependencies Tab
      • To Change the Appearance of a Block in the Dependencies Tab
      • To Restore the Default Appearance of All Blocks in the Document Dependency Map
    • Searching the Dependencies Tab for Documents and Models
      • To Search the Dependencies Tab for Documents and/or Models, Based on Document or Model Name
      • To Search the Dependencies Tab for Documents or Models, Based on the Document's or Model's Description
      • To Search the Dependencies Tab for Documents, Using an Advanced Document Search
    • Filtering the Display of Blocks in the Dependencies Tab
      • To Display a Set Number of Levels of Dependencies
      • To Display All Levels of Dependencies
      • To Set the Types of Objects You Want to Display
      • To Turn Individual Blocks Off and On
    • Docking and Un-docking the Dependency Viewer Tab
  • Working in Integrated Applications
    • Integration Basics
      • Application Integration Support
      • Desktop Integration for Bentley Applications
      • Opening an Integrated Application and Logging In
      • Bypassing Integration and Using an Application's Native Dialog to Access the File System
    • Using Integrated MicroStation
      • Opening ProjectWise Documents from MicroStation
      • Opening Files from the File System in Integrated MicroStation
      • Checking In Documents from MicroStation
      • Searching for ProjectWise Documents from MicroStation
      • Adding Documents to ProjectWise from MicroStation
      • Attaching Documents Stored in ProjectWise
      • Editing References in Place
      • Reference Polling and Reloading
      • Working with Link Sets in MicroStation
      • Streaming Point Cloud and Raster Reference Documents
      • Point Cloud Integration
      • Converting DGN Documents to Other Formats
      • Working with Attribute Exchange and Title Blocks in MicroStation
        • Creating Tag Sets for Attribute Exchange
        • Placing the Attribute Tag Set in the Document
        • Placing a Title Block Cell That Has Linked Tags
        • Modifying and Updating Attributes Values
        • Key-ins for Title Blocks
        • Opening DWG Files with Title Blocks in MicroStation CONNECT Edition
      • Dynamic Views Support
      • Batch Printing with Print Sets in Integrated MicroStation
      • Working with Cell Libraries Stored in ProjectWise
      • Launching MicroStation in V7 Workmode
      • Key-ins for Integrated MicroStation
      • Configuration Variables for Integrated MicroStation (MCM.USER.CFG)
    • Using Integrated ProjectWise InterPlot Organizer
    • Using Integrated AutoCAD
      • Opening ProjectWise Documents from AutoCAD
        • To Open a ProjectWise Document from AutoCAD
        • To Open a Recently Opened ProjectWise Document from AutoCAD
        • To Run a Quick Search for a DWG Document To Open
        • To Run an Advanced Search for an AutoCAD Document To Open
        • To Import a Non-AutoCAD Document Stored in ProjectWise
      • Saving and Checking In ProjectWise Documents from AutoCAD
        • To Save Changes to the Current Document
        • To Check In a Checked Out Document from AutoCAD
      • Adding Documents to ProjectWise from AutoCAD
        • To Create a New ProjectWise Document from AutoCAD
        • To Save a Copy of the Current Document to ProjectWise
        • To Export Objects or Blocks from the Current Document into a New Document
        • To Create a New Document by Saving the Current AutoCAD Document as Another File Type
        • To Create a ZIP Package of the Current Drawing and Its Dependent Files, and Store It in ProjectWise
      • Attaching Documents Stored in ProjectWise
        • To Attach a Reference (DWG, Raster Image, Point Cloud) or Underlay (DWF, DWFx, PDF, DGN) Stored in ProjectWise
        • To Attach a DWG Reference Stored in ProjectWise
        • To Attach a Raster Image Reference Stored in ProjectWise
        • To Attach an Autodesk Point Cloud (RCS, RCP) Reference Stored in ProjectWise
        • To Attach a DWF Underlay Stored in ProjectWise
        • To Attach a DGN Underlay Stored in ProjectWise
        • To Attach a PDF Underlay Stored in ProjectWise
        • To Disable / Re-enable Integration with XATTACH and Attach DWG Functionality in External References Manager
      • To Insert a Block or DWG Stored in ProjectWise into the Current Document
      • Embedding Links to Excel Documents Stored in ProjectWise
      • Working with Sheet Sets
        • To Create a New Sheet Set Document in ProjectWise
        • To Open a Sheet Set Document
        • To Add a View (from a ProjectWise Document) to a Sheet
      • Using ProjectWise Session File Manager
        • To Open ProjectWise Session File Manager
        • To Change the Way Documents Are Listed (Flat List View or Reference View)
        • To Switch the Active ProjectWise Document
        • To Display Thumbnail Previews in Session File Manager
        • To See a List of Most Recently Used ProjectWise Documents
        • To Check Out and Open a Copied Out External Reference Document
        • To Open a Copied Out External Reference as Read-only
        • To Check in a Checked Out Document
        • To Update the Server Copy of a Checked Out Document
        • To Free a Checked Out Document
        • To Locate a Document in ProjectWise
        • To Open the ProjectWise Properties Dialog of a Document
        • To Run an Audit Trail Report on a Document
        • To Attach a Reference Listed in Session File Manager to the Active Document
      • Editing References
        • To Open a Reference Document in a New Window
        • To Edit References Directly Inside the Master DWG
      • Reloading External References
      • Default Save Behavior and Delayed Xref Updating
      • Working with Attribute Exchange and Title Blocks in AutoCAD
        • Defining and Placing an Attribute Block for Attribute Exchange
          • To Create an Attribute Block with Linked Attributes
          • To Place an Existing Title Block / Attribute Block
        • Modifying and Updating Attributes Values
          • To Modify an Attribute's Value from AutoCAD
          • To Update the Document with Values from the Database
      • Saving AutoCAD Plot Files to ProjectWise
        • To Save the Plot File to ProjectWise
        • To Disable / Re-enable Plotting Integration
      • Viewing and Modifying ProjectWise Document Properties from AutoCAD
      • Printing and Publishing from Integrated AutoCAD
      • Using ProjectWise Issue Resolution Service in AutoCAD
      • Managing Your AutoCAD Integration
        • Enabling Simple or Automatic Check-in from AutoCAD
        • Temporarily Disabling Integration with AutoCAD
        • Bypassing Integration with a Particular Command
        • Disabling Native Command Override
      • ProjectWise Commands in AutoCAD
      • DMSSET Variables for Integrated AutoCAD
    • Using AutoCAD Civil 3D Advanced Integration
      • Best Practices and Known Issues with AutoCAD Civil 3D Advanced Integration
      • Scanning for Civil 3D Data Shortcut References (DSFOLDERREPAIR)
    • Using Integrated Revit
      • ProjectWise Commands on the Bentley Tab in Revit
      • Using Revit Basic Integration
        • Integration of Common Revit Commands
        • Opening ProjectWise Documents from Revit
        • Change Notifications
        • ProjectWise Integration Options Dialog
        • To Create a Project File from a Template Stored in ProjectWise
        • Editing a Standalone Revit File
          • To Open a Standalone Revit File for Editing
          • To Save Your Changes to the Server Without Closing or Checking In the Document
        • Working with a Local Copy of a Central File
          • To Create and Edit a Local Copy of a Central File
          • To Open an Existing Local Copy of a Central File for Editing
          • To Reload Your Local Copy of a Central File and See the Changes of Other Users
          • To Set the Interval That Integrated Revit Checks for Updated Central Files
        • Managing Revit Links in ProjectWise
        • Using Decal Images Stored in ProjectWise
        • Selecting a Background Image Stored in ProjectWise
        • Exporting a Rendered Image to ProjectWise
        • Distributing Revit Files Outside of ProjectWise
        • Importing Revit Templates into ProjectWise
        • To Create a New Central File in ProjectWise
        • To Import an Existing Central File into ProjectWise
      • Using Revit Advanced Integration
        • Opening the ProjectWise Browser
        • Creating Revit Advanced Integration Projects
        • Adding and Associating Revit Files to the Project
        • Adding Locations to Projects
          • Adding Publish Locations
          • Adding a Family Source Location
          • Adding a Family Publish Location
          • Adding an External Content Location
          • Adding an eTransmit Location
          • Adding a Backup Location
          • Adding a Standards Location
          • Adding a Locations Set
          • Manually Synchronize a Location with Its Linked Folder
          • Excluding Items and Locations from a Project
        • Configuring Attribute Mapping
        • Configuring a Name Template for a Location
        • Publishing
        • eTransmitting
        • Detaching from Central
        • Attaching Links to Files in External Locations
        • Loading Families
        • Integration with ProjectWise Issue Resolution Service
        • Workflows
      • Temporarily Disabling Integration with Revit
    • Using Integrated Microsoft Office (Word, Excel, PowerPoint)
      • Opening ProjectWise Documents from an Office Application
        • To Open a ProjectWise Document from Microsoft Word
        • To Open a Recently Opened ProjectWise Document from Microsoft Word
        • To Run a Quick Search for a Microsoft Word Document, from the Open Document Dialog
        • To Run an Advanced Search for a Microsoft Word Document, from the Open Document Dialog
      • Saving and Creating Documents
        • To Save Changes to the Current Document
        • To Save a Copy of the Current Document to ProjectWise
        • To Save the Current ProjectWise Document to a Location Outside of ProjectWise
      • Closing and Checking In Documents
        • To Close and Check In a Checked Out Document, from a Microsoft Office Application
      • Inserting Documents into the Current Document
        • To Insert an Image Document into the Open Office Document
        • To Insert Other Document Types into the Open Office Document
      • Working with Attribute Exchange in Word and Excel
        • Initializing Documents for Attribute Exchange
          • To Initialize a Word or Excel Document for Attribute Exchange
        • Inserting Custom Properties
          • To Insert a ProjectWise Property as a Text Field in a Word Document
          • To Insert a ProjectWise Property into a Cell in an Excel Document
        • Updating Linked Properties
        • Modifying Attribute Values from Word or Excel
          • To Modify the Value of a ProjectWise Property from Word or Excel
        • Adding New Custom Properties
          • To Create a New Custom Property from Word or Excel
      • Managing Your Office Integration
        • Office Integration: Add 'Bentley Systems' as a Trusted Publisher
        • Enabling Automatic Check-in from Office Applications
        • Temporarily Disabling Integration with Office Applications
        • Turning Integration On and Off
    • Using Integrated Microsoft Outlook
      • To Save a Message to ProjectWise, Using the Save Document As Dialog
      • To Save a Message to ProjectWise, Using the Advanced Document Creation Wizard
      • To Save a Message Attachment to ProjectWise, Using the Save Document As Dialog
      • To Save a Message Attachment to ProjectWise, Using the Advanced Document Creation Wizard
      • To Save a Message Attachment to the Last Used Location in ProjectWise
      • To Attach a ProjectWise Document to an Outlook Message
      • To Attach a Link to a ProjectWise Document to an Outlook Message
  • ProjectWise Explorer Administration
    • Configuring Network Settings from ProjectWise Explorer
      • Connecting Clients and Servers (Overview)
      • Using the Network Configuration Settings Dialog to Connect Your Client to the Server
        • Opening the ProjectWise Network Configuration Settings Dialog
        • To Connect to a Server and Get Its List of Datasources (TCP)
        • To Point to the Server from Which the Client Can Get Server Name Resolution Information
        • To Prevent the Use of UDP
        • Requiring Secure Connection for Login
      • Configuring Auto-Login for Integrated Applications
        • (admins) Setting Up Default Auto-login Settings for Users
        • (admins) Configuring Global Auto-login Settings
        • (users) Overriding Default Auto-login Settings
        • (admins) Where Auto-login Settings Get Stored in the Registry
      • Enabling ProjectWise Clients to Use IPv6
        • To Enable ProjectWise Clients to Use IPv6
    • ProjectWise Access Control
      • Access Control Concepts
      • Workflow-based and Object-based Security
      • Access Control Security Permissions
        • Folder Permissions
        • Folder Level Document Permissions
        • Individual Document Permissions
        • Security Permission Codes in Audit Trail Comments
      • Setting Document and Folder Security in ProjectWise Explorer
        • Setting Security in the Access Control Tab
          • To Set Permissions on a Folder or Work Area, Using the Access Control Tab
          • To Set Permissions on a Document, Using the Access Control Tab
          • To Copy Security Settings from One Folder or Work Area to Another
          • To Copy Security Settings from One Document to Another
          • To See the Active Security Settings of a Folder or Work Area, Using the Access Control Tab
          • Exporting and Importing Security Settings
            • To Export Folder Security Settings to an Excel File
            • To Import Exported Security Settings to the Current Folder or Work Area
            • Reviewing and Editing the Exported Folder Security Settings
        • Setting Security in the Document and Folder Properties Dialogs
          • To Set Permissions on a Folder or Work Area, Using the Folder Properties Dialog
          • To Set Permissions for All Documents in a Folder
          • To Set Permissions on a Document, Using the Document Properties Dialog
          • To See the Active Security Settings of a Folder, Using the Folder Properties Dialog
    • Managing Groups and User Lists
      • To View the Members of a Group
      • To View the Members of a User List
      • To View the Groups and/or User Lists to Which a User Belongs
      • To View the User Lists to Which a Group Belongs
      • To View the Other User Lists to Which a User List Belongs
      • To Manage a User's Membership in Groups and/or User Lists
      • To Manage Group Members, or Membership in Other User Lists
      • To Manage User List Members, or Membership in Other User Lists
      • To Manage Group and User List Ownership
      • Searching in the User / Group Management Dialog
    • Using the Deleted Items Folder
    • Using Configuration Settings Blocks for MicroStation Managed Workspaces
      • To Assign a Configuration Settings Block to a Folder or Project
      • To Apply All of a Folder's Configuration Settings Blocks to Its Subfolders
      • To Remove an Inherited Configuration Settings Block from a Folder
      • To Assign a Configuration Settings Block to a Document
      • Configuring Personal Workspace Settings
        • To Create a Configuration Variable for Your Personal Workspace
      • Dynamic Work Area Configuration
    • Assigning Workspaces Profiles to Folders and Documents
      • To Assign a Workspace Profile to a Folder
      • To Assign a Workspace Profile to a Document, Using the Document Properties Dialog
      • To Assign a Workspace Profile to One or More Documents, Using the Modify Document(s) Dialog
    • Working with Environments
      • To Assign or Change an Environment When Creating a Folder or Work Area
      • To Assign or Change the Environment of an Existing Folder or Work Area
      • To Change the Active Interface
      • Modifying Attribute Values
      • To Copy Attributes from One Document to Another
      • Adding and Removing Attribute Sheets
      • Generating Document Code
        • To Generate a Document Code for a Single Document
        • To Generate Document Codes for Multiple Documents
      • Reserving Document Code
        • To Reserve a Range of Document Codes
        • To Remove a Document Code Reservation
    • Scanning for References and Link Sets
      • Why Scanning Is Necessary
      • How Reference and Link Set Scanning Works
      • Before You Begin Scanning
      • To Open the Scan for Reference Files and Link Sets Wizard
      • To Create New and Update Existing Logical Sets and Link Sets
      • To Update Existing Logical Sets in a Datasource Recently Upgraded from a Pre-V8.1 Version
    • Customizing Program, Extension, and Icon Associations
      • Changing Program Icons and Other Icons
        • To Change an Icon
        • To Change an Icon Back to the Default Icon
      • Changing Program Associations
      • Changing the Generic File Viewer
      • Changing File Extension Associations
        • To Create an Extension Association
        • To Modify an Extension Association
        • To Delete an Extension Association
    • Customizing Toolbars and Keyboard Shortcuts
      • To Create a Toolbar
      • To Add a Menu to a Toolbar
      • To Add a Command Button to a Toolbar
      • To Customize the Appearance of Any Item on a Toolbar
      • To Create Keyboard Shortcuts
      • To Add the Create Renditions Command to the Standard Toolbar
    • Language Packs
  • Menu and Dialog Reference
    • Datasource Menu
      • Log in
        • ProjectWise Log In Dialog
      • Log in as
      • Log Out
      • Refresh
      • Printer Setup
      • Exit
    • Folder Menu
      • New Folder
        • Create Folder Dialog
      • New Work Area
        • Work Area Creation Wizard
      • Open
      • Open in New Window
      • Copy Out
      • Purge Copies
      • Purge Workspace
      • Export
        • Folder Export Wizard
      • Upgrade to Work Area / Revert to Folder
      • Export Dependency Map(s)
      • Import Dependency Map(s)
      • Cut
      • Copy
      • Paste
        • Paste Folder / Work Area Dialog
      • Rename
        • Rename Folder Dialog
      • Delete
        • Delete Folder / Project Dialog
      • Advanced Search
        • Define Search Dialog
        • Search by Form Dialog
        • Select Search Definition Dialog
      • Scan References and Link Sets
      • Delete Audit Trail
        • Deleting Folder Audit Trail Dialog
      • Properties
        • Folder or Work Area Properties Dialog
        • Edit (Spatial Location) Dialog
        • Customize Report Dialog
    • Document Menu
      • New > Document
        • Select a Wizard Dialog
      • New > Dependency Map
      • New > Multiple Documents
        • Create Multiple Dialog
      • New > Version
        • New Document Version Dialog
      • New > Advanced Wizard
        • Advanced Document Creation Wizard
      • New > No Wizard
      • Open
        • Select Reference Documents Dialog
      • Open as Read-Only
      • Open With
        • Open Document With Dialog
      • Markup
      • View
      • Check Out
      • Check In
      • Free
      • Copy Out
      • Export
        • Document Export Wizard
      • Import
      • Create Renditions
      • Export to Excel
        • Export to Excel > Add to Export List
        • Export to Excel > Export List to Excel
        • Excel to Excel > Clear Export List
      • Export Dependency Map(s)
      • Import Dependency Map(s)
      • Update Server Copy
      • Refresh Local Copy
      • Purge Local Copy
      • Purge Workspace
      • Cut
      • Copy
      • Paste
      • Copy To
        • Copy Document Dialog
      • Move To
        • Move Document Dialog
      • Rename
        • Rename Document Dialog
      • Delete
      • Modify
        • Modify Document(s) Dialog
      • Modify Spatial Attributes
        • Modify Spatial Attributes Dialog
      • Delete Audit Trail
      • Add Comment
      • Set > New
        • Create Document Set Dialog
      • Set > Modify
        • Document Sets Dialog
      • Set > Content
      • Set > Show References
      • Set > Show Markups
      • Set > Referenced By
      • Set > Scan References and Link Sets
      • Set > Manage Reference Versions
        • Reference Version Manager Dialog
        • Select Document Version Dialog
      • Set > Switch Primary References to Active Versions
      • Send To > Printer
      • Send To > Mail Recipient
      • Send To > Mail Recipient As Link
      • Send To > Messenger
      • Copy List To > Clipboard Tab Separated
      • Copy List To > Clipboard Space Separated
      • Copy List To > Printer
      • Attributes > Document Code
        • Document Code Dialog
      • Attributes > Document Code Reservation
      • Attributes > Copy Attributes
      • Attributes > Paste Attributes
      • Attributes > Add Sheet
      • Attributes > Delete Sheet
      • Change State > Next
      • Change State > Previous
      • Change State > Change
        • Change Workflow State Dialog
      • Change State > Set Final Status
      • Change State > Remove Final Status
      • Properties
        • Create Document / Document Properties Dialog
        • Edit Spatial Location Dialog
    • Batch Print Menu
      • Show Job Document(s)
      • Open Set Contents
      • Change Link
      • Print
    • View Menu
      • Toolbar > Standard
      • Toolbar > Navigation
      • Toolbar > View
      • Toolbar > Address
      • Toolbar > Search
      • Toolbar > Interface
      • Toolbar > Spatial View
      • Toolbar > Background Map
      • Toolbar > Customize
      • Preview Pane
      • Status Bar
      • Large Icons
      • Small Icons
      • List
      • Details
      • Thumbnails
      • Choose Columns
        • View Properties Dialog
      • Manage Views
        • Manage Views dialog
      • Sort
        • Sort Dialog
      • Column Filters
      • Geometry Display > Full Geometry
      • Geometry Display > Minimum Bounding Rectangle
      • Geometry Display > Pin
      • Geometry Display > Show Subfolders
      • Geometry Display > Show Folder
      • Show Symbology Legend
      • Manage Spatial Views
        • Manage Spatial Views dialog
        • Spatial View Editor Dialog
      • Select Spatial View
      • Select Background Map
      • Save Spatial Settings
      • Refresh
    • Tools Menu
      • Associations > Icons
      • Associations > Programs
      • Associations > File Extension
      • Messenger
      • Local Document Organizer
        • Local Document Organizer Dialog
      • Scan References and Link Sets
        • Scan for Reference Files and Link Sets Wizard
      • Load SLF
      • Scan Spatial Locations
      • Scan ESRI Files
      • Enable Auto-Scan for CAD Files
      • Customize
        • Customize Dialog
      • Interface
      • Wizard Manager
        • Wizard Manager Dialog
        • Advanced Document Creation Wizard Properties Dialog
      • Network Configuration Settings
      • User Management
        • User / Group Management Dialog
      • Options
        • User Properties Dialog
        • User Properties Dialog > Settings Tab
      • Create Excel Template
      • Export to Excel
      • Import from Excel
    • Window > Arrange All
    • Help Menu
      • Help > Contents
      • Help > Error Information
      • Help > About ProjectWise Explorer
    • Miscellaneous Reference
      • New (Document) Dialog
      • Open / Select Document dialog
      • Save Document As dialog
      • Check In Dialog
      • Attach Reference Dialog
      • Import Directories Dialog
      • Select an Action Dialog
      • Create a Document dialog
      • Define Version Rules Dialog
      • Define a Format Dialog
      • Select Owner / Security Objects Dialog
      • Select Folder Dialog
  • ProjectWise User Tools
    • Accessing ProjectWise Tools
    • Changing the Language Using the Set Locale Tool
    • Generating a Description of an Error Code
    • Testing Connection to a Remote Host Using the Windows Socket Analyzer
    • Importing Files Using the Bulkload Tools
    • Changing the File Export Driver
    • Exporting Datasource Data
    • Importing Exported Datasource Data
    • Updating Document Attributes Using the Attribute Bulk Update Tool
  • Using the Export to Excel / Import from Excel Tools
    • Creating an Excel Template
    • Exporting Documents
    • Importing Documents
  • Troubleshooting
    • ProjectWise Explorer Notes
      • Using Different Versions of ProjectWise Explorer and ProjectWise Design Integration Server Together
      • Turn Off Preview Pane, for Drag and Drop Operations
      • Photo Preview Notes
      • Searches
      • Work Areas
      • Folder Names with Invalid Characters
      • ProjectWise Datasource Export / Import Issues
      • Running Scan for References After Converting a Pre-v8.1 Datasource
      • Spatial Location Scanning
      • Do Not Use Commas in Numeric Attribute Fields
      • Audit Trail
    • Application Integration Notes
      • MicroStation Integration
        • Local DGN's Workspace Is Not Loaded After Closing a DGN in a Managed Workspace
        • Raster References May Not Display in Packaged i-models
        • File > Save As Issues, when the File Has References
        • References Without File Extensions Do Not Display
        • References with Visible Edges Set to Legacy Do Not Reload
        • Cache Is Out of Date, After Importing DWG References with Cached Visible Edges
        • Dynamic Views and Workspaces
        • Point Cloud Streaming and Integration Notes
      • AutoCAD Integration
        • Registry Strings for Enabling Simple or Automatic Check-in from AutoCAD
        • Forcing the File > Save Command to Always Update the Server Copy of a Document
        • Disabling Native Command Override in the Registry
        • Issue When Opening a Currently Loaded and Locked Xref
        • DWF Underlay References with 'Not Found' Status in External References Palette and Xref Manager
        • The Application Prompts to Save the Drawing1.dwg File After Checking in a Drawing
      • Revit Integration
        • Reference Scanning Does Not Work for Revit Files
        • Revit Integration Does Not Support Reference Version Locking
        • Opening Files when More Than One Version of Revit Is Installed
        • Loading Families Stored in ProjectWise
        • File Not Found Error, when Opening Documents from the Recent Files Page
        • Link Paths in the Manage Links Dialog
      • Microsoft Office Integration
        • Registry Strings for Enabling Simple or Automatic Check-in from Office Applications
        • Adding Bentley Systems as a Trusted Publisher
        • Forcing the File > Save Command to Always Update the Server Copy of a Document
        • Adding / Removing Add-ins in Office Applications
      • Lotus Notes