The Documenten (Documents) tab of a project opens with a document dashboard. On the left you choose a folder, type or label, in the middle are the files and on the right you see a preview of the file you click. This feature is included in every package.
Tiles and buttons
At the top are four tiles: Totaal bestanden (Total files), Documentmappen (Document folders), Nieuwe versies (New versions: files with more than one version) and Ter goedkeuring (Awaiting approval). Next to them are the buttons Bestanden uploaden (Upload files) and Map aanmaken (Create folder), if your role allows it.
Finding files
- Left: Mappen (Folders, with Alle documenten (All documents) at the top), Soort bestand (File type: PDF, DWG drawing, IFC model, image, other) and Labels.
- Middle: the search field Zoeken in documenten... (Search documents...) and the choices Type, Status and Sorteren (Sort: Nieuwste (Newest), Oudste (Oldest), Naam (Name), Grootte (Size)).
- With Weergave (View) you switch between Lijst (List) and Tegels (Tiles). Long lists are split over pages.
You only see folders and files that are visible for your role, just like in the folder tabs.
The preview
Click a file. On the right the Voorbeeld (Preview) appears with folder, dates, status, labels and the versions. The actions are there:
- Openen (Open): opens the file in the viewer for PDF, DWG or IFC.
- Annoteren (Annotate): place comments on a PDF or DWG drawing.
- Downloaden (Download) and Delen (Share). Sharing always sends the current version.
Working with labels
Labels organise files independently of folders. A file can have several labels. If a project has no labels yet, Beamcore creates four: Offerte (Quote), Werkvoorbereiding (Work preparation), Productie (Production) and Montage (Assembly).
- In the Labels panel, click Label toevoegen (Add label).
- Fill in Naam (Name) and Kleur (Colour) and click Opslaan (Save).
- For a file, choose Labels wijzigen (Change labels) and tick the labels that belong to it.
Click a label in the panel to show only those files. The number after a label counts the files. Use Label wijzigen (Edit label) and Label verwijderen (Delete label) to manage them. A deleted label disappears from all files; the files themselves stay.
Anyone who may create folders may manage labels. Anyone who may edit a file may assign labels to it. Neither is possible on a locked project.
More in this tab
The familiar tables are collapsed under Meer in dit tabblad (More in this tab). There you find the other actions, such as uploading a new version, moving to another folder, submitting for approval, deleting, downloading everything as ZIP and requesting base data. See also Locking a project.