Managing Files

You can upload, share, rename, move, copy, download, update, delete, preview, restore, add to My Files, remove from My Files a file that you store in any of your drives.

  • These commands may be constrained by the permissions defined on content shared with you. For more information, see 3DDrive Roles and Content Sharing Rights.
  • You can access most of these commands from:
    • if a folder is selected in the tree or in the breadcrumb. For more information, see the breadcrumb trail commands.
    • if a folder is selected in the right pane, the context menu or the toolbar.
    • if a file is selected in the right pane, the toolbar.
    • the context menu of a file in the right pane. For more information, see Context Menus.

This task shows you how to:

See Also
Managing Drive Services
Managing Folders
Searching for Content
Searching and Filtering Members and Groups
Context Menus

Add Content

You can upload files to use them later from different apps, and share it with others.

Note: If the My Files or any child folder node is selected in the left pane, and no folder is selected in the right pane, you can also add content by clicking on the app toolbar.
Notes:
  • File size is limited as follows:
    • 3DEXPERIENCE drive: 1 GB
    • Box, Google Drive, Dropbox and OneDrive. For more information, read the storage providers documentation.
  • If you upload a file which has the same name as an existing one, the existing file will be updated accordingly.

Select or open the folder where you want to upload the file, and in the toolbar select either of the following:
  • Click Upload File , select a file and click Open..
  • If the My Files or any of its subfolders is selected in the left pane, and no folder is selected in the right pane, click > Upload File.

    If the file you want to upload is linked to other files, for example a CATProduct or a sldasm file, select either of the following:

    • Upload attached files to select and upload the linked files.
    • No, Upload only this file to upload only the file without the linked files.

A progress bar appears, and the file or files are uploaded and displayed in the Recent Files node in the tree.

You become the creator of the file.

Notes:
  • If the Someone adds some content in my files notification setting is selected, you are the owner of the first shared folder and another user uploads or create a file, you will be notified.
  • You can also upload a file by dropping it to the Drag & Drop files here section in the right pane.
  • The first time you access your 3DEXPERIENCE drive, a Select files to upload button is available in the right pane.

Share a File

You can share one or several files or folders in any drive with other users. You can enter as many users or user groups as required.

Tip: This command is also available by right-clicking the file thumbnail.

  1. Select one or several files in the right pane, and in the toolbar click Add Members .

    You can also share files with members and, if you are on the cloud, user groups, either by clicking:

    • Add Members from the context menu of a given file.
    • Information > .Accesses.
    Note: User Groups may be private. To view or search for this kind of group you may need to have specific access rights granted.

    For more information, see Social and Collaborative: User Groups: User Groups Roles and Access Rights

  2. Select either of the following:
    Type of DriveDescription
    3DEXPERIENCE Drive

    Select either of the following:

    • Add Members.

      In the can view and can edit fields of the Share File dialog box, enter either the user's name or email, or the user group name.

      If you are the owner of the file, you can select Allow sharing with others to let all the selected users, or user group's members sharing it with others.

      Important: If you select this option and someone reshares the file with a private group on which you do not have the required access rights granted, you will not be aware that the folder has been shared with the members of that group.

      For more information, see Social and Collaborative: User Groups: User Groups Roles and Access Rights.

      Notes:
      • If your administrator has activated external content sharing, you can enter an email address of a user that has not been invited to the platform yet.
      • The user above will receive an invitation to the platform but will not see any notification even after having validated it. Only a user who has already validated a platform invitation will be notified.
      • Once you have shared a file with a group, you can access its list of members. From the group menu, select > View Information > Accesses.
    Dropbox

    In the can view field of the Share dialog box, enter the user's email.

    Note: If someone shares a Dropbox file with you, the file does not automatically appear in your Dropbox folder in 3DDrive.

    To access the shared file in 3DDrive:

    1. In the invitation email sent by Dropbox, click View file. If you are not logged in to your Dropbox account yet, sign in.
    2. Download the file and save it to your Dropbox.

    Google Drive

    In the can view, can edit, fields of the Share dialog box, enter the user's email.

    OneDrive

    In the can view, can edit, fields of the Share dialog box, enter the user's email.

    Box

    In the can view, can edit, fields of the Share dialog box, enter the user's email.

  3. Optional: If you are in the 3DEXPERIENCE Drive, add a message.
  4. Click Share.

  • The files are shared with the selected user(s) or user group(s), and the shared content appears in the Shared with me folder of their drive, except for Dropbox.
  • If some content has been shared with users or user groups, and those users have selected the Someone shares some content with me notification setting, they will be notified.
  • If the Someone modifies some content from my files notification setting is selected and some content belonging to a folder you have first shared is shared with a user or user group, you will be notified.
  • If you have selected Publish to community, a new media, post, question, or idea is published in the selected community.

To remove a user or a user group, in the information pane, select Accesses, and in front of the given user or user group, select Menu > Revoke Access.

If you are the owner of the file and want to transfer its ownership, in the information pane select Accesses, and in front of the given user select Menu > Make Owner. Once you have validated the ownership change, you become Editor of the file. The file is transferred to the Shared with me folder in the tree.

If you have selected Allow sharing with others and need to remove sharing rights for either users or user groups, select Menu > Disable Sharing.

Tip: To create a link for people who already have access to the given content, from the app toolbar, click Information, then click Copy Link at the bottom of the section.

Edit File's Properties

You can edit the title or description of a file stored in a drive.

Tip: This command is also available by right-clicking a file thumbnail.

  1. Open the folder containing the file.
    The file is displayed in the right pane.
  2. Select either of the following:
    • Select the file and in the toolbar click Edit Properties .
    • From the context menu of the file, select Edit Properties.
  3. Enter a new name.

    If you have selected a single file which is maybe linked to a master file, for example a CATProduct, CATPart or sldasm file and you confirm the renaming, the links between the files will be lost.

  4. Optional: In the Description field, enter a file description.

    Note: Available in a 3DEXPERIENCE drive only.

    This description is indexed, and can be useful when searching a file using the Search option of the top bar.

  5. Click Edit.

The file title is updated.

If the file is in a 3DEXPERIENCE drive and you have edited its description, the description is updated.

If the Someone modifies some content from my files notification setting is selected and if a user renames a file, and you are the owner of the first shared content, you will be notified.

Move Files

You can move one or more files to another position.

Tip: This command is also available by right-clicking a file thumbnail or its context menu..

Select one or more files in the right pane, and select either of the following:

Notes:
  • To select several files, click Multi- selection in the toolbar.
  • You can combine files and folders.

  • in the toolbar, click Move to , select the target folder, and click Move.
    1. In the Move dialog box, select the target folder.If you have selected a single file which is linked to other files, for example a CATProduct or a sldasm file, select either of the following:
      • Move the selected file with all linked files to move all the linked files.
        Note: If all the linked files have not been processed yet, you are prompted to choose whether to move a partial-processed assembly or wait for all the assembly files to be processed. Click Proceed Anyway if you want to move the files, regardless of their processing status.
      • Move the selected file only to move the selected file without the linked files.
      Important:
      • The following linked files are managed: CATProduct, CATPart, SDLASM, SLDPRT and GML with textures.
        • If the original file structure is kept, CATProduct and CATPart files can be stored in different folders without losing the link.
        • SDLASM and SLDPRT files cannot be stored in different folders without losing the link.
      • Linked files must not be renamed. Otherwise, the links between the files will be lost.
      • If a linked file is not found, it will be ignored.
      • You must have the required rights on all the linked files.
    2. Click Move.
  • drag the selected file(s) to the target folder either in the right pane or in the tree.
    Note: Linked files are not managed when using drag and drop.

The file(s) are moved to the target folder.

If the Someone modifies some content from my files notification setting is selected and if a user moves a file, and you are the owner of the first shared content, you will be notified.

Copy a File

You can copy a file to another position.

Tip: This command is also available by right-clicking a file thumbnail.

  1. Open the folder containing the file.
    The file is displayed in the right pane.
  2. Select either of the following:
    • Select the file and in the toolbar click Copy to .
    • From the context menu of the file select Copy to.....

    If you have selected a single file which is linked to other files, for example a CATProduct or a sldasm file, select either of the following:

    • Copy the selected file with all linked files to copy all the linked files.
      Note: If all the linked files have not been processed yet, you are prompted to choose whether to copy a partial-processed assembly or wait for all the assembly files to be processed. Click Proceed Anyway if you want to copy the files, regardless of their processing status.
    • Copy the selected file only to copy the selected file without the linked files.
    Important:
    • The following linked files are managed: CATProduct, CATPart, SDLASM SLDPRT, and GML with textures.
      • If the original file structure is kept, CATProduct and CATPart files can be stored in different folders without losing the link.
      • SDLASM and SLDPRT files cannot be stored in different folders without losing the link.
    • Linked files must not be renamed. Otherwise, the links between the files will be lost.
    • If a linked file is not found, it will be ignored.
    • You must have the required rights on all the linked files.

  3. In the Copy dialog box, select the target folder and click Copy.

Download a File

You can download a file that you have previously uploaded, those that other users have shared with you.

Tip: This command is also available by right-clicking a file thumbnail.

  1. Open the folder containing the file.
    The file is displayed in the right pane.
  2. Select either of the following:
    • Select the file and in the toolbar click Download .
    • From the context menu of the file, select Download.

    Note: You can download multiple files in the 3DEXPERIENCE Drive. Select the files in the right pane and in the toolbar, click Multi-selection . For more information, see Multi Selection in the App Toolbar.

    If you select a single file which is linked to other files, for example a CATProduct or a sldasm file, select either of the following:

    • Download the selected file with all linked files to download all the linked files in a ZIP file.
      Note: If all the linked files have not been processed yet, you are prompted to choose whether to download a partial-processed assembly or wait for all the assembly files to be processed. Click Proceed Anyway if you want to download the files, regardless of their processing status.
    • Download the selected file only to download the selected file without the linked files.
    Important:
    • The following linked files are managed: CATProduct, CATPart, SDLASM, SLDPRT and GML with textures.
      • If the original file structure is kept, CATProduct and CATPart files can be stored in different folders without losing the link.
      • SDLASM and SLDPRT files cannot be stored in different folders without losing the link.
    • Linked files must not be renamed. Otherwise, the links between the files will be lost.
    • If a linked file is not found, it will be ignored.
    • You must have the required rights on all the linked files.
    Recommendation: If the file you want to download is linked to other files, for example an assembly, the linked files might be missing for a while. Wait a few minutes before downloading it to get the given file along with the linked ones.
    Note: If different versions of a file exist, you can download any of the available versions. Follow steps one to three of Restore a File Version and in front of the file you want to download, select Menu > Download.

Update a File

You can update a file that you have previously uploaded or, if you have the required rights, one that other users have shared with you.

Tip: This command is also available by right-clicking a file thumbnail.

  1. Open the folder containing the file.
    The file is displayed in the right pane.
  2. Select either of the following:

    Important: You can only select one file at a time.

    • Select the file and in the toolbar click Update .
    • From the context menu of the file, select Update.
  3. Select a file and click Open.

    If the selected file has a different name as the one you want to update, the name of the existing file will be kept.

The existing file is replaced by the one you have uploaded, and a new version of the file is created.

The file is displayed in the Recent Files node in the tree.

If the Someone modifies some content from my files notification setting is selected and if a user updates a file, and you are the owner of the file, you will be notified.

Note: A file will also be updated, if you upload a file which has the same name as an existing one. The existing file will be updated accordingly. For more information, see Add Content.

Important: You can download or restore any version of the file. By default, five versions of the file are kept for a given file for a period of ten days. The administrator of your platform can customize the file history settings.
For mor information see Restore a File Version.

Delete a File

You can delete a file as far as you have the required rights.

Tip: This command is also available by right-clicking a file thumbnail.

  1. Open the folder containing the file.
    The file is displayed in the right pane.
  2. Select either of the following:
    • Select the file and in the toolbar, click Delete .
    • From the context menu of the file, select Delete.

    If you have selected a single file which is linked to a master file, for example a CATProduct, CATPart or sldasm file, select either of the following:

    • Delete the selected file with all linked files to delete all the linked files.
      Note: If all the linked files have not been processed yet, you are prompted to choose whether to delete a partial-processed assembly or wait for all the assembly files to be processed. Click Proceed Anyway if you want to delete the files, regardless of their processing status.
    • Delete the selected file only to delete the selected file without the linked files.
    Important:
    • The following linked files are managed: CATProduct, CATPart, SDLASM, SLDPRT and GML with textures.
      • If the original file structure is kept, CATProduct and CATPart files can be stored in different folders without losing the link.
      • SDLASM and SLDPRT files cannot be stored in different folders without losing the link.
    • Linked files must not be renamed. Otherwise, the links between the files will be lost.
    • If a linked file is not found, it will be ignored.
    • You must have the required rights on all the linked files.

The files are sent to the trash.

If the Someone deletes some content from my files notification setting is selected, and you are the owner of the selected file, you will be notified.

Important:
  • Once deleted, you can still restore the file from the trash. In the right pane select the content in the trash to be restored, and from the content menu of the given content or from the toolbar, click Restore.
  • Deleting a file stored in the trash removes it permanently. This action cannot be undone.
  • If the deleted files were stored in a folder shared with edit rights within a 3DEXPERIENCE Drive, and you are the one who created them, some files may be permanently deleted, and cannot be restored from the trash.

Preview a File

You can display a preview of most of the files stored in a drive. In particular, 3D content, and 360° images can be played using 3DPlay Web App. For more information, see 3D Modeling: 3DPlay Web App.

Tip: This command is also available by right-clicking a file thumbnail.
Note: 3DPlay Web App-compatible content is automatically opened in full-screen mode.

  1. Open the folder containing the file.
    The file is displayed in the right pane.
  2. Select either of the following:
    • Select the file and in the toolbar, click Preview .
    • From the context menu of the file, select Preview.
    • Double-click the file.

    Note: If the file is a video, a standard video player allows you to:
    • Play/Pause video
    • Mute/Unmute sound
    • Switch to Full-screen mode
    • If supported by your browser, switch to Picture-in-Picture mode

    The file is displayed in the Recent Files node in the tree.

Recommendation: If the file you want to preview is linked to other files, for example an assembly, the linked files might be missing for a while. If all the linked files have not been processed yet, you are prompted to choose whether to preview a partial-processed assembly or wait for all the assembly files to be processed. Click Proceed Anyway if you want to preview the files regardless of their processing status

The Comments Share, Download, Information, Copy to..., Edit Properties and Play 360°, , commands appear on the top of the preview. Click X to close the preview.

Restore a File Version

You can restore a file that you have updated to a previous version within the available file history.

File versions are also created when you replace a file that is stored in your local device and the local folder containing the updated file has been synchronized with the online content. For more information about content synchronization, see About the 3DEXPERIENCE Drive for Windows Desktop Client.

  1. Open the folder containing the file.
    The file is displayed in the right pane.
  2. Select the file, and in the toolbar click Information .
  3. Click History.
    The file history list is displayed.
  4. In front of the file you want to restore, select Menu > Restore.

    Each file version is identified by the date and time it was created.

The current version of the file becomes the one you have just restored.

The file is displayed in the Recent Files node in the tree.

You can also download any available version of the file. In front of the file you want to download, select Menu > Download.

By default, five versions of the file are kept for a given file for a period of ten days. The administrator of your platform can customize the file history settings.

Add to My Files

If a file has been shared with you with Can Edit rights, you can add the shared file to your My Files node in the tree.

Tip: This command is also available by right-clicking a file thumbnail.

Before you begin:

A file is available in the Shared with Me node.

In the Shared with Me node, select either of the following:
  • Select the file and in the toolbar, click Add to My Files .
  • From the context menu of the file, select Add to My Files .

The file is added to your My Files node.

If you have installed the 3DEXPERIENCE Drive for Windows Desktop Client the file will be synchronized with your local content.

Remove from My Files

You can remove a file that you have previously added to the My files node from the shared with me node.

In the My Files node, select either of the following:
  • Select the file and in the toolbar, click Remove from My Files .
  • From the context menu of the file, select Remove from My Files .

Tip: This command is also available by right-clicking a file thumbnail.

  • The file is removed from the My Files node.
  • The original file stored in the Shared with me node is kept.
  • If you have installed the 3DEXPERIENCE Drive for Windows Desktop Client, the file will not be synchronized with your local content anymore.

Note: Removing a file does not send it to the Trash as it is the case when you Remove a file using Delete a File.

Publish to 3DSwym

You can publish files to communities and conversations for immediate collaboration and interactive discussion in 3DSwym.

Before you begin: You must have access to a community or a conversation.
Important: This command is not available if you are in multi-selection mode, and select several files or a file and a folder are selected.
  1. Select either of the following:
    • Select the file and in the toolbar click Publish to 3DSwym.
    • From the context menu of the file select Publish to 3DSwym..
  2. From the Publish to 3DSwym, select Community or Conversation:
    • Communities. If required, edit the title, and description for your content and select a community to publish your content.
    • Conversation If required, edit the title, and description for your content and select a conversation to publish your content.
  3. Select a Media, Post, Question, or Idea, and the community or the conversation where you want the selected file to be published.
  4. Click Publish.
    The file is published to your community or the conversation thread of your choice.

Share a File by Link with External Users

You can share a file by link with external users who do not have an IFW - Collaborative Business Innovator role granted to let them access the selected folder for 30 days. This period of time starts from the moment the link has been generated. If the 30 days expire, you will need to generate, and share a new link.

Before you begin: Your administrator has activated this option.
  1. Select a file in the right pane, and in the toolbar, select Information > Access by link.
  2. Select Activate external sharing link.

    If the Activate link is grayed, click it to activate it.

  3. Click Copy link to copy the link to your clipboard.
  4. Optional: If you need to restrict content access to a limited list of users, select Restrict access to specific users.
    1. Click Add Restrictions,
    2. Enter up to 50 emails.

      • Press Enter or ; to validate each email.
      • To remove an email from the restricted list, click in front of the given email.

Anyone having this link will have access to the shared file. The shared content is opened in a standalone web page from which he can only view and download the content. If the shared file contains linked files, for example a CATProduct or a sldasm file, the user with whom you shared it will neither be able to download the linked files nor open it in 3DPlay.