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      File Manager

      Manage Files Within Your Asset

      Overview

      The File Manager application organises all files within your asset, allowing you to manage them in a single location. This article explains how to use File Manager including uploading, downloading and accessing specific files efficiently.

      When to use it

      • Centralised File Access: Store and organize all project files in a single location for easy retrieval and management.

      • Version Control: Track and manage different versions of files to ensure the most up-to-date documents are used.

      • Collaboration & Sharing: Share specific files with project teams or stakeholders while maintaining controlled access.

      • Asset Documentation: Maintain a structured record of all files related to an asset, including drawings, scans, and metadata, for auditing and operational purposes.

      How to use it

      View a File

      To view a file, select it from the list on the left. The file details, including relevant information, will appear on the right-hand side. Select the View File button to view your desired file. 

      *Note, 3D filed (models, pointclouds etc) must be viewed through Model View, Map Viewer, or Point Cloud Viewer.

      Search for Files

      To locate specific files, use the Search bar at the top of the left-hand file list.

      Create Main Folders

      To create a main folder, select the Create Folder button on the top left hand side of the File Manager screen.

      You will then be prompted to enter a name and then select Create.

      *Note, Make sure you name the folder correctly, as for now you will not be able to rename folders.

      Create Sub-Folders

      To create a subfolder, first select the main folder you want it to belong to. Then, click Create Folder at the top left of the screen.

      You’ll then be prompted to follow the same steps as when creating a main folder.
      *Tip: Using a clear naming convention will help keep your folders organised.

      After creation, the subfolder will be displayed within the selected main folder.

      Upload Files

      To upload files

      Step 1: To upload files, select the Upload button at the top left hand side of File Manager screen.

       

      Step 2: Simply drag and drop your file into the upload area, or select Choose files, and navigate to your file location.

      *Note, Vault has almost no size or file type limit. 

      Tips for Large File Uploads
      • Stable Internet Connection:
        Ensure you have a reliable and high-speed internet connection to facilitate a smooth and speedy upload process.
      • Upload During Off-Peak Hours:
        If possible, try to upload large files during times when internet traffic is lower, such as late at night or early in the morning.
      • Use a Wired Connection:
        For the best upload speeds, consider using a wired internet connection instead of Wi-Fi.

      Step 3: Once your file has been uploaded, pick a folder from the panel on the right to decide where it should be stored. When you're ready, click Upload. 

      Sharing Files

      Download

      To download a file, select the file and then click on the Download File button on the bottom right-hand side of the File Details tab.

       

      Publish Link

      Vault allows you to share files by publishing links. First, select the Publish Link button at the bottom of the File Details tab.

      Publish links are useful for onsite teams who need to view a model or set of drawings without using a laptop. These links can be shared directly, for example, added to the bottom of an email, or generated as QR codes that can be displayed onsite, ensuring everyone has access to the latest information.

      Expiry dates can also be added to publish links to ensure privacy. 

       

      Edit File Details

      A description can be added to a file by selecting the Edit Detail button on the right hand side of the File details screen. This can be useful when there a many versions of drawings. 

      Here you can also change the file name. 

      Shortcuts

      Shortcuts make it quicker and easier to find specific folder locations, especially if you frequently access the same folders.

      To create a shortcut, select the Shortcuts button on the top right hand side of File Manager. the select Create Shortcut.

      Name your shortcut to accordingly then select create. 

      On the right hand side, change the file destination by selecting the change button, and navigate to your desired location.