Document Management Toolbar

By default, the Document Management toolbar contains tools for interacting with a Document Management System (DMS). For more information, see Document Management System Interface for more information about interacting with a DMS.

Common tools found on this toolbar are described below. For a complete list of tools that can be placed on a toolbar, see Available Tools.

If the toolbar is currently hidden, go to Tools > Toolbars and select it to show it.

System Server List: Shows available Document Management Systems.

Login / Logout: Logs in or out of the active Document Management System

Open File (DMS): Opens a selected file from a DMS. See Opening a File From ProjectWise or Opening a File From SharePoint for more information.

Save As (DMS): Saves the current file to a selected DMS. See Saving a PDF to ProjectWise or Saving a PDF to SharePoint for more information.

Check In/ Check Out: Checks in or out the active DMS file.

Related topics

Tools and Toolbars