Using the Local Document Organizer In ProjectWise

ProjectWise stores copies of files on your local computer to provide better performance across networks. The Local Document Organizer gives you a dashboard tool to see the status of your local files and provides file management tools for cleaning up unnecessary or corrupt copies.

Opening the Local Document Organizer

The Local Document Organizer can be opened by clicking on the Organizer icon in ProjectWise Explorer:

The icons across the top of the window will open different categories of documents which allow you to choose actions to perform depending upon their status. The icons are as follows:

1. Checked Out Documents– Displays documents you currently have checked out
2. Copies– Displays document copies that are saved locally
3. Exports– Displays documents that have been exported and have not been imported back into ProjectWise yet
4. WorkSpace Copies– Displays WorkSpace copies that are saved locally

By selecting documents displayed in the list other icons will activate, depending upon what actions are available.

1. Update Server Copy– Updates the server copy with any changes made without checking the file back in
2. Check In– This option will check the document back into the server AND purge the local copy
3. Check In – Leave Copy– Checks the document back into the server while keeping the local copy
4. Free– Releases the document on the server but does not push any changes made to the document to the server while keeping the local copy
5. Free – Leave Copy– Releases the document on the server but does not push any changes made to the document to the server AND purges the local copy
6. Check Out– Locks the server copy of the file to prevent editing by anyone else
7. Refresh Copy– Synchronizes any changes on the server copy to your local copy
8. Purge Copy– Deletes the local copy from your computer, freeing up space
9. Import– Imports the document back into ProjectWise from where it was originally exported
10. Import From– Imports the document back into ProjectWise from a different location than where it was originally exported