Using Drag-and-Drop

You can create, check in, attach to an existing file, and save objects in 3DEXPERIENCE using drag-and-drop.

Required access roles: Author, Leader, Owner

This task shows you how to:

See Also
About Drag-and-Drop
Collaboration for Microsoft Windows Explorer Integration Interface

Creating an Object

  1. To create an object in 3DEXPERIENCE:
    1. Drag the file from the local folder to the 3DEXPERIENCE folder.

      Note: You cannot drag and drop Microsoft PowerPoint (.ppt) files and Microsoft PowerPoint presentation (.pptx) files containing embedded videos to 3DEXPERIENCE to upload because of the OpenXML limitation.

      Do one of the following to insert videos in a ppt:

      1. Insert a video using Insert Object in Microsoft PowerPoint.
        Note: Do not select Link check box.
      2. Insert a text link, which targets the video.

      You can simultaneously select files to create an object and for Update. All files appear in the same dialog box.

      The Drag and Drop Object dialog box appears

      Note: For more information, see Configuring Windows Explorer.

    2. Select the following:

      Some of the options listed below are also provided at the top of the dialog box to apply the preferences to all the files listed in the dialog box.

      Options Description
      File Name The name of the file. This is always read-only.
      Title Type the title of the document.
      Name Type the name of the document.
      Type Choose a type from the list. By default the type value is the value you have defined in User preferences.

      If all the files dragged perform the Create New Object operation, then select the type from the list.

      If all the files dragged perform the check-in operation, then the Type option is read-only.

      Policy Select the policy from the list. By default the policy value is the value you have defined in User preferences. If all the files dragged perform the check-in operation, then the Policy option is read-only.
      Auto name Select to name the document using the Auto name feature. If selected at the top section of the dialog box, all the Auto Name check boxes are selected for the files listed in the dialog box.

      If you update the existing document, this option is not displayed.

      Delete Local File after successful upload Select to delete the local file on your computer. If selected at the top section of the dialog box, all the Delete Local File check boxes are selected for the files listed in the dialog box.
      Retain Lock Select to retain the lock on the document. If selected at the top section of the dialog box, all the Retain Lock check boxes are selected for the files listed in the dialog box.
      Comment Enter your comments in the empty field to apply to all documents.

    3. Click OK.
  2. To attach a file to an existing object in 3DEXPERIENCE:
    1. Drag the file from the local folder to the existing file in 3DEXPERIENCE, by selecting the existing file.

      Note: You cannot drag and drop Microsoft PowerPoint (.ppt) files and Microsoft PowerPoint presentation (.pptx) files containing embedded videos to 3DEXPERIENCE to upload because of the OpenXML limitation.

      Do one of the following to insert videos in a ppt:

      1. Insert a video using Insert Object in Microsoft PowerPoint.
        Note: Do not select Link check box.
      2. Insert a text link, which targets the video.

      The Drag and Drop Object dialog box appears

      Note: The dialog box appears if you clear the Perform the drag and drop operation silently using default values as specified in the Defaults tab. Check box. For more information, see Configuring Windows Explorer.

    2. Type the Title and select the required check boxes.

      If all the files dragged perform the check-in operation, then the Type, Policy, Format, and Name fields are read-only.

    3. Click Save.
    The file is attached to a selected existing object.

Creating and Deleting a Bookmark Root or a Bookmark in Explorer Integration

You can now create a bookmark root or a bookmark from the context menu in the explorer.

  1. Navigate to Windows Explorer>>3DEXPERIENCE>>Bookmark Root. Right-click the empty space in Bookmark Root.
  2. Right-click in the empty space in Bookmark Root from the 3DEXPERIENCE ribbon.
  3. Click Create Bookmark from the context menu of Workspace.
  4. Enter Name and Description in the Create Bookmark panel.
    A workspace is created.
  5. Right-click an existing workspace.
    Create Bookmark Root option is displayed.
  6. Click Create Bookmark Root and enter Name and Description in the Create Bookmark Root panel.
    A workspace folder is created.
  7. Right-click and select Delete from the contextual menu to delete a Bookmark or a Bookmark root.

    The content from a deleted Bookmark or a Bookmark Root is not deleted.

Note: You can create a Bookmark or a Bookmark Root also using drag and drop. You can drop multiple folders or a folder structure containing subfolders and documents to 3DEXPERIENCE. You can also create folders within a Project.