Uploading and downloading files

You can use the Upload External File option to copy files from your local system to any X-CAD Design Management object that has a Files category.

This task shows you how to:

Before you begin:

Search for the object you want to upload the file for, and open its Properties page. See CAD Portal View.

Uploading files

  1. From the Categories, select Files.
    The Files page opens listing the files checked into the object.
  2. From the page toolbar, click Upload External Files.
    The Checkin page opens.
  3. Click Browse to locate the file.
  4. Select the Format of the file from the list.
  5. Choose an Action:
    OptionDescription
    Append Add this file to the list of files checked into the object.
    OptionDescription
    Replace Delete all existing files checked into the object and add this one.
  6. Click Checkin.

Downloading files

  1. From the Categories, select Files.
    The Files page opens listing the files checked into the object.
  2. You can also use this page to download a file () or delete it (check it and click Delete Selected).