Editing the Data Card of the Active
Project Editing the Data Cards
of Projects in the Project Archive Document InformationDefine the search criteria for finding documents from the projects in the project archive in the Search Documents dialog box.
Parameter
You can use one or many of the following parameters as a search criteria:
| Parameter | Where or how the parameter value has been defined |
| Customer | In the Project Data Card. |
| Description | In the document information. |
| Type | Determined by the document. |
| Project | Was selected when the project was created. |
| Designer | The Architect field in the Project Data Card. |
| Drawn By | In the document information. |
| Drawing Number | In the document information. |
| Created | Date when the file was saved. |
| File | File name depending on the document’s type. Some of the files are named by the system, for example the drawing and model files of the drawing-model pairs. Some of the files you can name yourself when you create the document, for example when you create a new drawing sheet. |
| Date | In the Project Data Card. |
Editing the Data Card of the Active
Project
Editing the Data Cards
of Projects in the Project Archive
Document Information
Value
Click the Value field next to the parameter you want to use as a search term. Select the value of the parameter in one of the following ways:
Select a value from the list.
Type a character string in the text field. If you don’t know the entire string, you can use the wildcard characters ? and *. The question mark stands for a single character, and the asterisk stands for any combination of characters.
The search is case-sensitive. Only documents
with a parameter containing the exact character string are searched
from the document archive.
Type the dates in the following format:
Created: yyyy-mm-dd*, for example 2004-12-01*. The asterisk (*) replaces the time, which is part of the Created character string.
Date: mm/dd/yyyy, for example 12/01/2004 or 12/??/2004.
Alternatively you can define the lower and upper limit of the value in the Min and Max fields.
Min, Max
You can also search for documents by defining the lower and upper limit or both of the parameter value. Type the lower limit in the Min field and upper limit in the Max field. For example, you can search for drawing sheets created between certain dates in the following way:
| Parameter | Value | Min | Max |
| Type | Drawings on sheet | ||
| Created | 2004-10-01* | 2004-11-30* |
You can also define a lower and upper limit for a parameter whose value is a character string. For example, you can search for document from projects whose names begin with certain letters, for example from P to T:
| Parameter | Value | Min | Max |
| Project | P* | T* |
Search/Search more
Click the button to search for documents matching the search criteria. The result is displayed in the Found documents list box. If you are searching from a large document archive, and the program finds a lot of documents matching the search criteria, only the first 2000 of them are displayed. You can search for more documents by clicking the Search more button.
Clear
Clear all the search criteria you have defined by clicking the button.
Preview
When you select a document in the Found documents list box, the preview image displays the contents of the document. You can switch off the preview image by clearing the Preview check box.
Open mode
Select either of the following as the opening method of the document:
View - The program opens the document in a separate drawing or model window, but it will not open the project to which the document belongs.
Modify - The program opens both the document and the project to which the document belongs to. If another project is open, you will be prompted: "Do you really want to change the project?". When you select Yes, the program closes the open project and opens the project to which the selected document belongs.
You can only open a document for
modification when you are searching for documents from the project
archive. If you are searching for documents in another folder in
your system, you can only open a document for viewing.
Found documents
When you click the Search button, the documents matching the search criteria are displayed in the list box. If the program finds a lot of documents matching the search criteria, only the first 2000 of them are displayed. You can search for more documents by clicking the Search more button. You can sort the documents by clicking the headers in the list box. When you select a document in the list box, a preview image displays the contents of the document. You can switch off the preview image by clearing the Preview check box.
When a document is selected in the list box, you can open the context-sensitive menu by clicking the right mouse button, and select one of the following functions:
Copy - Copy the document information in the columns to the clipboard. You can paste the information to an Excel workbook, for example.
Open - Open the document either for viewing or editing. Select the opening method in the Open mode box.
Properties - View or edit the document information, which you have defined with the function File > Document Archive > Edit Active Document or File > Document Archive > Edit All Project Documents.
Open the selected document in one of the following ways:
Right-click to open the context-sensitive menu, and select Open.
Double-click the document in the list box.
Click the OK button in the dialog box.
The document is opened for viewing or for editing depending on the opening method selected in the Open mode box.
Searching
Documents
Document Information
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