Manage Project Files by Tag

The identifier of the project whose files are shown on the form.

The status of the project.

The identifier and name of the employee who’s responsible for managing the project and authorized to approve its tasks and task activities.

The date when the project starts.

A check box that you select to view only files that you've uploaded.

The check box appears when you click the Filter button to expand the filtering area.

Downloads all listed files to a ZIP archive.

This button appears if no files have been selected.

Downloads the file or files you’ve selected.

This button appears in place of the Download All button if you select at least one file.

Opens the Assign Tags dialog box, in which you can assign one or more tags to the selected files.

Removes all tags from the selected files.

Autotags the selected files displayed in the central pane. That is, the system automatically assigns tags to the files through an AI-powered analysis of the files’ metadata—the file name, extension, uploader, project, linked document type and ID, and existing tags.

This button appears only if:

• At least one file is selected.
• The AI Automation feature is enabled on the Enable/Disable Features (CS100000) form.
• The FILE-AUTOTAG prompt on the LLM Prompts (ML202000) form is active.
• And an LLM connection is configured.

For details about AI automation, see Integration with LLM Providers: General Information.

Autotags all files displayed in the central pane. That is, the system automatically assigns tags to the files through an AI-powered analysis of the files’ metadata.

• No files are selected.
• The AI Automation feature is enabled on the Enable/Disable Features (CS100000) form.
• The FILE-AUTOTAG prompt on the LLM Prompts (ML202000) form is active.
• And an LLM connection is configured.

For details about AI automation, see Integration with LLM Providers: General Information.

Changes the display of files to tile view.

In tile view, each tile shows the file’s preview icon, the file name, the username of the user who uploaded the file, and the date of the last version. Depending on the file type, clicking the icon opens an image viewer (for image files) or the file details (for other files).

Changes the display of files to list view.

Opens a dialog box in which you can confirm the deletion of the selected files or cancel it.

The button appears if your user role has the Delete access level to the tag or tags assigned to the selected files.

In this case, the button becomes available if you’ve selected at least one file.

Opens a window in which you can select files for uploading.

A box in which you specify the tags to assign to the selected files.

You select tags in either of the following ways:

• By clicking the magnifier button and selecting the tags in the Select Tags lookup table.
• By starting to type the tag name in this box. The system opens a list of tags with this string for you to select from.

Assigns the selected tags to the files.

Cancels the changes and closes the dialog box.

Downloads the latest version of the file in the row.

Opens the File Upload dialog box, which you use to upload a new file version (with a maximum size of 25,000 KB).

Opens the file on the File Maintenance (SM202510) form.

Opens the Check Out File dialog box, which you use to check the file out. While you have the file checked out, other users are prevented from editing it.

Removes the checking out of a file that you previously checked out. It becomes available for other users to edit.

Opens the Link File to Document dialog box, which you can use to link the file to a project-related record or records. The system shows all the records to which the file is linked on the Entities tab of the File Details pane.

Removes the link between the file and the record that it was linked to.

If multiple records are linked to the file, the system removes links one by one starting from the first record that the file was linked to. You can see the related records on the Entities tab of the File Details panel.

This command is shown if the file has been linked to at least one record.

Opens a dialog box in which you can confirm the deletion of the selected files or cancel it.

This command appears if your user role has the Delete access level to the tag assigned to the file.

The type of the record to which you want to link the file.

The dialog box toolbar has only standard buttons.

The dialog box has the following columns.

A check box that you select if you want to link the file to this record.

The specific type of the record or document. For some selected record types, such as Bills and Adjustments, multiple types are available; for others (for example, Project Tasks, there’s only one type.

The record identifier, which is also a link that you can click to open the record.

The dialog box has the following buttons

Links the file to the selected record or records.

Closes the dialog box and cancels the linking of the file to the selected record or records.

A check box that you select to act upon this file.

A file preview for an image, or a file type icon for any other.

If you click the image, it opens in a full-screen view.

The file name, the number of the latest version, and the size of the latest version.

The uploader's username and upload date of the latest version.

Tags that are assigned to the file.

The button that opens the row-level More menu.

Downloads the latest version of the selected file.

Opens the File Upload dialog box, which you use to upload a new file version (with a maximum size of 25,000 KB).

Opens the file on the File Maintenance (SM202510) form.

Opens the Check Out File dialog box, which you use to check the file out. While you have the file checked out, other users are prevented from editing it.

Removes the checking out of a file that you previously checked out. It becomes available for other users to edit.

Opens the Link File to Document dialog box, which you can use to link the file to a project-related record or records. The system shows all the records to which the file is linked on the Entities tab of the File Details pane.

Removes the link between the file and the record that it was linked to.

If multiple records are linked to the file, the system removes links one by one starting from the first record that the file was linked to. You can see the related records on the Entities tab of this panel.

This command is shown if the file has been linked to at least one record.

Opens a dialog box in which you can confirm the deletion of the selected files or cancel it.

This command appears if your user role has the Delete access level to the tag assigned to the file.

The name of the file, which you can change if you have the Create Version, Upload, or Delete access level to the tag assigned to the file.

The tags that are assigned to the file.

You can add or delete tags if you have the Create Version, Upload, or Delete access level to the tag assigned to the file

The username of the user who checked out the file.

The box appears only if the file has been checked out.

A comment that explains the reason for checking out of the file.

The box appears only if the file has been checked out.

The version number, uploader, upload date, and size.

The type of the record that the file is linked to.

The identifier of the record that the file is linked to. This identifier is also a link that you can click to open the record.

A box in which you can enter additional information about the file.

The PDF Preview (SM400009) form, where you can select a file, preview it, and use PDF editing and annotation tools to mark it up.

In the File Name box, you select a PDF file attached to the selected project or one of its related records. When you select the file, its preview is displayed in the integrated PDF Annotator.

This tab is displayed only if the PDF Annotator Integration feature is enabled on the Enable/Disable Features (CS100000) form.