File List for a Versioning Document

The Files page for a document shows information about files checked into a versioning document.

If you work with a file from a pop-up window, any changes made in any other window could affect the pop-up window. You need to refresh (close and reopen) the pop-up window to bring it up-to-date with any changes.

If your Business Administrator enabled non-versioning files, see File List for a Non-versioning Document.

Required access roles: If you have access to the document, you have access to the file list.

To access this page, click a document's Name. The Files page for the selected document opens.

This topic describes:

This page discusses:

See Also
In Other Guides
File Properties Page
Creating Documents
Page Toolbar Icons

Columns

Column Name Description
The lock icon appears if the file is locked.
File Name The name of the file. See Document Properties and Files Page.
Ver The file version identifier. See File Versions Page.
Originated The date and time of file creation.
Comments Any comments about the file.
Originator The person who originally checked in the file.
Format The format of the file.
File Size The size of the file.
Actions The actions you can perform with the file.

Icon Name Action

3DPlay

For 3D files, view in 3DPlay.

View

View the file in a registered viewer.

Download

Download the file to your local machine. Navigate to the folder or directory you want to contain the file.

Check Out and Lock

Check out the file to your local machine and lock it from other users. Navigate to the folder or directory you want to contain the file.

Check In

Check in new version and unlock the file. See Uploading Files.



Lock

Lock the file without checking it out.



Unlock

Unlock the file without checking in a new version.

Actions/Toolbar Commands

Action Description For More Information
Upload Copies a new file from your local machine and checks it into this Document object. Uploading Files
Check In Copies a new version of a checked-out file from your local machine and increments its version. You can only check in files that you previously checked out.
  1. Click Check In .

    The Update Files dialog box lists those files you had previously checked out. You can update any or all of the listed files.

  2. Click Browse and navigate to the updated file.
  3. Type any Comments.
  4. Click Done.
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Download Copies checked files to your local machine without locking them on the server. Multiple files are downloaded in a single zip file. --
Check Out Copies checked files to your local machine and locks them on the server. --
Delete This Version Deletes only the current version of the selected file. Click OK to confirm.

For a document in a Bookmark, the Bookmark might or might not connect to the prior version of the document. The connection can only be made if the user who deleted the document also has connect privileges to both the folder and the document for the current state of the prior version of the document.

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Delete All Versions Deletes all versions of the selected file. Click OK to confirm. --