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Lesson 34 of 40

Find any project file in seconds

This video shows you how to find any project file in seconds with File Manager, so you stop hunting through folders, emails and shared drives for the latest version.

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What you'll do

  1. Open File Manager and select Search Files. Type part of the name.
  2. Open Filters and narrow the list, for example Delivery then Delivered.
  3. Open File views to see Favorites and SmartFolders, saved searches that update themselves.
  4. Click a file name to preview it with its version, without downloading.

Why it matters

One list for every file means one current version. Nobody coordinates against an old drawing because it was the one in their folder. Search finds names, descriptions and file information, so you do not need to remember where something was put.

Common questions

Can I make folders in File Manager?

No. Files are organized by their information. Save a set of filters as a SmartFolder instead.

Why can't I see File Manager?

Your role needs the Access File Manager permission. Ask a project manager.

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