EDMS Terms Quick Reference Guide
EDMS Terms Quick Reference Guide
The following topic is divided into five sections: ProjectWise, SharePoint Online, SharePoint On Premise, FileNet and BIM 360.
ProjectWise
Project Center |
ProjectWise |
Definition |
General |
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Add ProjectWise Project |
New Project |
Project Creation Wizard |
Folders |
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Copy |
Copy + Paste |
Copies folder and contents |
Move |
Cut + Paste |
Moves folder and contents |
Delete |
Delete |
Deletes folder and contents |
Rename |
Rename |
Renames folder |
Add File |
New File |
Document Creation Wizards |
Add Folder |
New Folder |
Creates new folder |
Documents |
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|
Open with <Connection Name> |
Open |
Opens document with ProjectWise assigned app. |
Open with Pick an app |
Open With |
Select an app to open the document with |
Check Out |
Check Out |
Check out document to working directory |
Check Out and Open |
Open |
Check out the document and open it with the ProjectWise assigned app. |
Check In |
Check In |
Upload to the server changes you made to a checked out doc. |
Undo Check Out |
Free |
Check in a document without uploading changes to the server |
Get Latest Revision |
Copy Out |
Downloads a copy of a document to working directory without checking out |
Copy |
Copy + Paste |
Copies document to specified destination |
Move |
Cut + Paste |
Move document to specified destination |
Delete |
Delete |
Deletes document |
Rename |
Rename |
Renames document |
Edit Properties |
Properties |
Opens ProjectWise properties dialog |
Version Number |
Sequence |
Sequential ProjectWise assigned property in a version set |
Comment |
Version |
A version’s label property, can be assigned by ProjectWise or user-assigned |
Sync to this Version |
Copy Out |
Copies the selected version to the working directory |
Project Center |
|
Definition |
Folders |
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|
Delete |
Delete |
Deletes folder and contents |
Rename |
Rename |
Change folder name |
Add File |
Add File |
Upload document to folder |
Add Folder |
Add Folder |
Create new folder |
Add Document Set |
N/A |
To create a document set |
Documents |
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|
Open with <Assigned App> |
RT click + Open |
Opens with native app (copies doc to a temp directory) |
Open with <Connection Name> |
RT click + Open |
Opens the document Read-Only |
Check Out |
Check Out |
Check out document from the library |
Check Out and Open |
Check Out and Open |
Check out and open with native app. |
Check In |
Check In |
Check in document that you have checked out |
Undo Check Out |
Undo Check Out |
Check in and discard changes |
Get Latest Revision |
Get Latest Revision |
Download a copy to your computer |
Copy |
Manage Files > Copy |
Copy document to a specified destination |
Move |
Manage Files > Move |
Moves document to a specified destination |
Delete |
Manage Files > Delete |
Deletes document |
Rename |
Manage Files > Rename |
Change document name |
Sync to this Version |
N/A |
Downloads a specific document version to a specified destination |
Version |
N/A |
A document’s assigned version number |
Comments |
N/A |
A user-defined comment property |
Project Center |
|
Definition |
Folders |
|
|
Delete |
Delete |
Deletes folder and contents |
Rename |
Edit Properties |
Change folder name |
Add File |
Add document |
Upload document to folder |
Add Folder |
New Folder |
Create new folder |
Add Document Set |
Document Set |
To create a document set |
Documents |
|
|
Open with <Assigned App> |
N/A |
Opens with native app (copies doc to a temp directory) |
Open with <Connection Name> |
RT click + Open |
Opens the document Read-Only |
Check Out |
Check Out |
Check out document from the library |
Check Out and Open |
Edit Document |
Check out and open with native app. |
Check In |
Check In |
Check in document that you have checked out |
Undo Check Out |
Discard Check Out |
Check in and discard changes |
Get Latest Revision |
Download a Copy |
Download a copy to your computer |
Copy |
Send To |
Copy document to a specified destination |
Move |
N/A |
Moves document to a specified destination |
Delete |
Delete |
Deletes document |
Rename |
Edit Properties |
Change document name |
Sync to this Version |
N/A |
Downloads a specific document version to a specified destination |
Version |
Version Number |
A document’s assigned version number |
Comments |
Comments |
A user-defined comment property |
FileNet
Project Center |
FileNet |
Definition |
Folders |
|
|
Move |
Move |
Move folder and contents |
Delete |
Delete |
Delete folder and contents |
Rename |
Properties |
Change folder name |
Add File |
Add Document |
Upload document to folder |
Add Folder |
Add Folder |
Create new folder |
Documents |
|
|
Open with <Assigned App> |
N/A |
Opens with native app (copies doc to a temp directory) |
Check Out |
Check Out |
Check Out document from FileNet |
Check Out and Open |
Check Out and Download |
Check out, download, and open with native app. |
Check In |
Check In |
Check in document that you have checked out |
Undo Check Out |
Cancel Check Out |
Check in and discard changes |
Get Latest Revision |
Download |
Download a copy to your computer |
Open with |
Launch |
Open with a selected application |
Move |
Move |
Moves document to a specified destination |
Delete |
Delete |
Deletes document |
Rename |
Properties |
Change document name |
Sync to this Version |
N/A |
Downloads a document version to a specified destination |
Version |
Version Number |
A document’s assigned version number |
BIM 360
Project Center |
BIM 360 |
Definition |
Folders |
|
|
Delete |
Delete |
Deletes folder and contents |
Rename |
Rename |
Change folder name |
Add File |
Add File |
Upload document to folder |
Add Folder |
Add Folder |
Create new folder |
Add Document Set |
N/A |
To create a document set |
Documents |
|
|
Open with <Assigned App> |
RT click + Open |
Opens with native app (copies doc to a temp directory) |
Open with <Connection Name> |
RT click + Open |
Opens the document Read-Only |
Get Latest Revision |
Get Latest Revision |
Download a copy to your computer |
Copy |
Manage Files > Copy |
Copy document to a specified destination |
Move |
Manage Files > Move |
Moves document to a specified destination |
Delete |
Manage Files > Delete |
Deletes document |
Rename |
Manage Files > Rename |
Change document name |