Source Files General Overview

Source files allow you to attach relevant files (such as DWGs, RVTs, etc.) to a main or ‘child’ file. This allows users to keep all important project assets organised in one place. Admin users can configure the selected source file formats and set folder permissions to ensure that only authorised users can attach or view source files. How to Configure Source Files Open the relevant project and navigate to Project Settings. Within...

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How to Remove (De-link) Source Files

If you wish to remove a file from being a source file, click the corresponding bin or X icon next to that source file. This action does not delete the file from your project; it simply detaches it from the parent...

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How to View Source Files

Once source files have been attached, you can view them by clicking the Source Files icon associated with a file in the File Vault. This will display a list of all source files linked to that parent...

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How to Attach Source Files

There are two ways to attach source files: Option 1 - By Uploading Files with Matching Tags and BIM Number If you upload a new file that shares the same tags or naming conventions (i.e. the only difference is the file format or revision) and is a file format you have configured as a source file, Sherlayer will recognise this as a source file and offer the option to attach. For instance, if you have the following...

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Granting permissions for source files

In Step 3 (“Folders”) of Project Settings, admin users can configure permissions for any folders that will contain source files. This allows admins to ensure that the user groups who require the ability add or manage source files have the appropriate permissions. Permissions are managed in the same why as View, Update and Download permissions for folders and user...

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How to configure Source Files

Open the relevant project and navigate to Project Settings. Within Step 1, users can find “Source files formats” (see screenshot below) Expand this section and select which file formats should be treated as source files. Files of these formats will not be displayed as regular files within Sherlayer’s File Vault and will instead be handled as source files. For information on viewing source files click...

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