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File Management

You can attach various types of files to Proliance documents using several different methods, depending on your requirements.

Attach files to Proliance documents

You can upload and attach files to most Proliance documents using the Attach button and the Attachment tab. The Attach button appears in the top button bar when you display a document. After the first document is attached, the Attachment tab appears, displaying the number of attached files.

For more information about the Attachments tab, see "Attachments Tab".

Attach files to Catalog Card documents

Catalog cards are a specialized type of Proliance document that allow you to associate additional details about a set of file attachments. In addition to the Attach button and the Attachment tab functionality, the Catalog Card document allows you to:

• Store a source file and corresponding presentation file, for example a CAD file and its PDF version. For more information, see "Working with File Attachments".
• Track revisions of source and presentation files.
• Organize catalog cards into a folder hierarchy.
• Quickly upload a file attachment while creating a new Catalog Card with default settings using the Upload button. For more information about the Upload button, see "Catalog Card Upload Button".
• Upload multiple files and while configuring and creating the corresponding Catalog Card documents in one process using the Catalog Card Creation Wizard. For more information about the wizard, see "Catalog Card Creation Wizard".

For more information about Catalog Cards, see "Catalog Cards".

Drawings and Submittals

Like Catalog Cards, Drawing and Submittal documents are a specialized type of Proliance document that allow you to associate additional details about a set of file attachments.

A drawing or submittal is a specific type of catalog card that represents an object that can be circulated for review in a package.

• Drawings represent floor plans, blueprints, and other illustrations that must be circulated for approval by all stakeholders before construction can begin.
• Submittals represent documents and items that contractually require approval by stakeholders.

In addition to the Attach button and the Attachment tab functionality, Drawing and Submittal documents allows you to:

• Store a source file and corresponding presentation file, for example a CAD file and its PDF version.
• Track revisions of source and presentation files.

For more information see "Drawing and Submittal Documents".

Attaching Documents in SharePoint

Proliance also offers the Content Management functionality, which enables you to integrate with and browseContent Management systems (Currently Microsoft SharePoint is supported) from within the Proliance application.

You can copy and link to files stored in SharePoint. For more information, see "Attaching Sharepoint Files to Proliance Documents".