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Documents linked will be saved to the database on the central server so that they are available to all who log in, irrespective of location. Depending on your Internet connection speed, uploading and downloading large documents may take some time. Try, therefore, to minimize the size of the documents you upload. 

Inheriting Documents

Excerpt

When adding documents to Items and Templates, there are certain restrictions on when they will automatically inherit to occurrences and template derivations. The tables below explains when documents will be inherited or can be added:

Documents for Items and Derived Templates

Item Occurrences

Child Items

Derived Templates

Documents automatically inherited

✔️

Documents are inherited as they are less likely to vary significantly between occurrences. For example, a PDF of a chair spec will apply to the item as well as all occurrences.

✖️

Documents are not inherited as children are separate items and can be different from the parent. For example, a PDF spec for a a chair may be uploaded to the parent item, whereas the PDF spec for a child item is a version of the chair with arms that is a separate document.

​✔️

Documents are inherited as they are less likely to vary between an original template and the derived template. For example, space guidelines will apply to the room type.

Documents automatically inherited can be deleted

✖️

N/A

✖️

New Documents can be added

✔️

✔️

✔️

Moving a Document to another Category

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If a previously loaded document needs a new version, first select the document and choose “Replace” in the ribbon. The previous version will be listed in the Revisions panel to the right.

Info

Warning

If you want to change a document, you have to save it first, change the document then upload it once more. Changes to documents you have opened directly will not be saved on the server if you do not upload the document once more.