Home > SI Documentation (v12) > User Guide > Projects > Project Explorer > Managing Projects > Additional Files

Additional Files

Details

 

In the Project Explorer, additional Project files are listed in the bottom of the interface:

 

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There are various functions available here for managing your "additional project files", accessible via the buttons or by right clicking on a file:

 

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Categories

 

Along the left side, there is a default list of categories for organizing your project files. You can modify this list as you fit via the [Manage] button:

 

manage button.png

 

This will open a form where you can add/edit/delete categories:

 

manage_file_categories_form.png

 

You can also create up to one subcategory for each category for further organization of files.

 

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In the example below, I added a subcategory named "Xrefs" to the AutoCAD category:

 

subcategory example.png

 

Once a file has been added, you can change the category at any time via the [Change Category] button:

 

change cat.png

 

New

 

new button add.png

 

The [New] button allows you to create "linked" Visio and/or AutoCAD files. For more information, click here for Visio and here for AutoCAD.

Add

 

add additional button.png

 

The [Add] button is how you can add any file you desire to the list of project files. These could be PDF files of floor plans, Excel spreadsheets, etc. After browsing to your file(s), you will have the option of organizing them into categories via the following form:

 

add files form.png

 

Once done, you will be notified that the files will be copied to the project's folder:

 

add files prompt.png

 

Note: You should NEVER manually move files in/out of project folders. Always use our functions within SI2016.

Open

 

open file.png

 

This will open the selected file in whatever software the files natively open with, e.g. Visio in Visio, PDFs in Adobe Reader, etc.

Clone

 

clone add.png

 

The clone button allows you to copy any of the files associated with a project.

 

clone project file form.png

Rename

 

rename.png

 

Use this function to rename any files.

 

rename form.png

 

Note: You should NEVER manually modify project files in Windows Explorer. Always use our functions within SI2016.

Send To

 

send to file.png

 

This function allows you to zip any project files, zip and send via Outlook, or send a file to Mobile Install.

Add Accepted Documents

 

add accepted documents.png

 

This function works in conjunction with the Customer Portal. Click here for details.

 

Add Mobile Install Documents

 

add MI install.jpg

 

This function will allow you to add Site Images and Documents from Mobile Install to the selected Project's folder. You will automatically be prompted to download Mobile Install Documents when a Project is checked-out from the SI Server or you can manually add them via this button. There is a Project Setting you can turn off if you do not wish to be prompted each time you check-out a Project.

 

You will be able to choose which files you wish to download:

 

choose files.jpg

 

A new Category will be created named "Mobile Install Documents" the first time you use this feature:

 

new category.jpg

 

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