Enterprise Administration > Document Wizard

The Document Wizard tab on the Enterprise Administration page in ProjectWise 365 contains organization level settings that control whether or not the Create Document Wizard is used when creating documents. These settings can then be overridden as needed at the work area connection level, or at the individual folder level, through folder settings in ProjectWise 365 or ProjectWise Web.

Note: Automatic document check out when working in ProjectWise Drive is enabled by default for the entire organization, but there is no enterprise setting for it. If you need to disable automatic document check out for certain work area connections or individual folders, you can do so through folder settings.

Defining Create Document Wizard Settings for Your Organization

Open ProjectWise 365 (https://projectwise365.bentley.com/).
In the upper right corner, click the Enterprise Administration button.
On the Enterprise Administration page, click the Document Wizard tab.
Note: You can also get to this tab directly by pointing your browser to https://projectwise365.bentley.com/enterprise-administration/document-wizard.
Make changes to settings as needed and click Save when finished.

Setting	Description
When creating new documents in work area connections	These settings control whether or not the Create Document Wizard opens for users when creating documents in a work area connection from the ProjectWise 365 or ProjectWise Web websites, or from a synced work area connection in ProjectWise Drive, and can be overridden as needed at the folder level through folder settings in ProjectWise 365 or ProjectWise Web. Use Document Wizard in folders with document code - When on, and a user is creating a document in a folder that has an environment assigned which has document code, then the Create Document Wizard will open for the user to fill out document code, general document properties (document name, description, file name, and version), and environment attributes. Use Document Wizard in folders without document code - When on, and a user is creating a document in a folder that either has no environment assigned, or has an environment assigned which does not have document code, then the Create Document Wizard will open for the user to fill out general document properties (document name, description, file name, and version) and environment attributes (if the folder has an environment assigned to it).
When creating new documents in Documents area	This setting controls whether or not the Create Document Wizard opens for users when creating documents in the Documents folder in the Documents area in the ProjectWise 365 website, or from the synced Documents folder in ProjectWise Drive, and can be overridden as needed at the folder level through folder settings in ProjectWise 365. Use Document Wizard - When on, the Create Document Wizard opens whenever the user creates a document.

Setting

Description

When creating new documents in work area connections

These settings control whether or not the Create Document Wizard opens for users when creating documents in a work area connection from the ProjectWise 365 or ProjectWise Web websites, or from a synced work area connection in ProjectWise Drive, and can be overridden as needed at the folder level through folder settings in ProjectWise 365 or ProjectWise Web.

Use Document Wizard in folders with document code - When on, and a user is creating a document in a folder that has an environment assigned which has document code, then the Create Document Wizard will open for the user to fill out document code, general document properties (document name, description, file name, and version), and environment attributes.
Use Document Wizard in folders without document code - When on, and a user is creating a document in a folder that either has no environment assigned, or has an environment assigned which does not have document code, then the Create Document Wizard will open for the user to fill out general document properties (document name, description, file name, and version) and environment attributes (if the folder has an environment assigned to it).

When creating new documents in Documents area

This setting controls whether or not the Create Document Wizard opens for users when creating documents in the Documents folder in the Documents area in the ProjectWise 365 website, or from the synced Documents folder in ProjectWise Drive, and can be overridden as needed at the folder level through folder settings in ProjectWise 365.

Use Document Wizard - When on, the Create Document Wizard opens whenever the user creates a document.

When working from the ProjectWise 365 or ProjectWise Web websites and the Create Document Wizard is not used, the document selected for upload is automatically uploaded (the user is not provided with any dialog to fill out any document properties before the document is created).

When working from ProjectWise Drive v2022.1.x or later and the Create Document Wizard is not used, and the Automatically check out documents in ProjectWise Drive folder setting is on, ProjectWise Drive will automatically create a new document (automatically upload it to ProjectWise) when the user adds a new file to a folder in ProjectWise Drive. If the user has a previous version of ProjectWise Drive installed, they will continue to have the extra step of manually adding the new file to ProjectWise after adding it to a folder in ProjectWise Drive.