Users can create new folders in the Project, select individual files to upload, or upload an entire folder and its contents.

Users can only add files to a Project that they have started or for which have been granted the appropriate permissions.

To add files to a Project, right-click the Project name or a folder within the Project and select the desired option:

• New Folder: Creates a new folder in the root directory of the Project or as a subfolder of the selected folder (depending on what you right-clicked). Once selected, the New Folder dialog box appears. Enter a name for the folder and click OK to create it.
• Upload Files: Uploads individually selected files to the root directory of the Project or to the selected folder (depending on what you right-clicked). Once selected, the Open dialog box appears. Navigate to the desired files (CTRL-click or SHIFT-click to select multiple files, if desired) and click Open.
• Upload Folder: Uploads the contents of a folder to the root directory of the Project or to the selected folder (depending on what you right-clicked). Once selected, theSelect a folder to upload dialog box appears. Navigate to and select the desired folder and clickSelect Folder.
  • This option recreates the selected folder in the Project and uploads the contents into that folder automatically.

PDF files in a Project can be added to a Studio Session. This makes it possible to work on Project files using the real time collaboration advantages of a Session. An icon will appear next to the name of any Project file that has been added to a Session.

Only Sessions that are created using this feature can have Project files added to them. Therefore, unless you are adding more PDFs to a Session that has already been created for this purpose, the first step is to add a file to a new Session, as described below.  Once the Session has been created, additional Project files can be added.

Users must have the Send PDFs to Sessions permission to use this feature. The user who sends the first Project file to the Session is automatically the Session Host and can send additional Project files to the Session as desired; any other user in the Project who wishes to send additional Project files to the Session not only needs to have the Send PDFs to Sessions permission in the Project, but also must be added to the Session and have the Add Documents permission in it.

To add files to a new Session:

1. Right-click the PDF file and select Add to New Session. The New Session dialog box appears.
   • CTRL-click or SHIFT-click to select multiple PDFs.

2. Enter a name for the new Session in the Name field and click OK. The Session is automatically created with the selected PDF. You are automatically the Host of this Session and can manage it normally.

To add files to an existing Session:

1. Right-click the PDF file and select Add to <existing session name>. Note that only Sessions created using the Add to New Session process as described above will appear.
   

The icon appears next to the file name in the Studio tab to show that this file is also in a Session.

You can download any or all Project files to a local or network drive.

1. When in the Project, right-click the root Project folder, a subfolder within the Project or an individual file and select Download Copy. The Please select a download folder dialog box (when downloading the root Project folder or a subfolder) or Save As dialog box (when downloading a single file) appears.
2. Navigate to the desired download folder and click Select Folder (when downloading a folder) or Save (when downloading a single file).
   • When downloading a Project folder, all of its contents (including subfolders) and structure are downloaded. When downloading the root Project folder, this means all Project folders and documents are downloaded.
     • The exception to this is when there are folders contained within your download that have their folder permissions set to Hidden; these are not downloaded, even if they are contained within the folder or Project you are downloading. See Setting Folder Permissions in a Project for more information about folder permissions.

It is sometimes necessary to replace Project files with updated copies from a local or network drive. To do so:

1. Check out the desired Project file. You can only replace a file if it is currently checked out to you. It is not necessary to open the file, however.
2. Right-click the Project file and select Replace File. An Open dialog box appears.
   • A warning might appear first alerting you that the procedure will replace the Project file. If it does, clickOK.
3. Select the desired replacement file and click Open.
4. Right-click the Project file and select either Check In (if you are done working on the file) or Update Server Copy (if you are not).

Users can share Project files with people outside the Project, providing them a link through which they can download a local copy of the file. The recipient will not have access to other Project files or features, but they will be able to use the same link to download updated versions of the file for as long as the link is active.

Only Project users with the Share Items or Full Control permission can share items.

To share a link to a Project file:

1. When in the Project, right-click the desired file and select Share Link. The Share File dialog box appears.

   

2. Select the active period for the link to the Project file from the Share File for menu:
   • Lifetime of Project: Select this option to have the link remain active for as long as the Project is active. The recipient will be able to use the link to download a current version of the Project file for the duration of the Project.
   • 24 Hours: Select this option to have the link automatically expire 24 hours after it is created.
3. To require a password in order to download the Project file, selectRequire Password and enter a password in the Password and Confirm Password fields. The recipient will be required to enter the same password before being allowed to download the file.
   • Passwords must be at least five characters long.
4. To flatten all markups in the shared version of the document, select Flatten. This does not flatten the markups in the Project document, only the copy being shared outside the Project.

5. Click OK. A second Share File dialog box appears.

   

6. Click Copy Link to Share to copy the link to the clipboard. Once it is copied to the clipboard, you can paste it into an email or other type of electronic message to send to recipients. If you set the file to require a password, be sure to let them know what the password is as well.

When your recipient receives the link, they will need to open it in the browser of their choice, which will provide them with a download button that they can use to retrieve the file. If a password is required, they will be prompted for it first.

You can force external links to Project Files to expire ahead of their scheduled expiration, if desired. Users with sufficient permissions (Project owners or users with Full Control) can force the expiration of any link in the Project; all others can only force the expiration of links they generated.

To force a Project link to expire:

1. When in the Project, click Settings. The Project Settings dialog box appears.
2. Click Manage Shared Links. A Webtab opens in Revu to a Studio Shared Links page.
3. The Studio Shared Links page shows all your Studio Projects. Locate the desired Project (using the My Projects and Attended Projects links can be helpful to this task) and click its link. All the available links are shown.

4. To force a link to expire, click Expire.

Project owners who want to see what Project files have been shared with people outside the Project can view all links, both Active and Expired, on the Manage Shared Links page.

To audit shared links:

1. When in the Project, click Settings. The Project Settings dialog box appears.
2. Click Manage Shared Links. A Webtab opens in Revu to a Studio Shared Links page.
3. The Studio Shared Links page shows all your Studio Projects. Locate the desired Project (using the My Projects and Attended Projects links can be helpful to this task) and click its link. All the available links are shown.

4. Click Active to view links that are currently active.
5. Click Expired to view links that have expired.

There are a few icons that can appear next to Studio files to show the status of the file. These icons can appear on the document tab or in the Project file list.

Document Tabs

Indicates that the PDF is a Project file that you have checked out.

Indicates that the PDF is a Project file that you have opened, but not checked out. This file is read-only. To check out the file so you can edit it, right-click and select Check Out.

Indicates that the PDF is a Session file.

Project File Lists

Since Session documents are not checked in and out they do not have different statuses like Project files, so the only place you will see status icons in a file list is inside a Project.

Indicates that the PDF is a Project file that you have checked out.

Indicates that the PDF is a Project file checked out to another user. Right-click on the file and select Properties to find who has the file checked out.

Indicates that the PDF is a Project file that you have opened, but not checked out. This file is read-only. To check out the file so you can edit it, right-click and select Check Out.

Indicates that the PDF is a Project file that has been added to a Session.

Files not checked out by you

Right-click on a file in the Project file list and you have the following options depending on the file type, the current status of the file, and your permissions: 

Open: Opens the file for viewing. Files that are only opened (but not checked out) cannot be edited.

Check Out: Opens the file (if it is not already) and checks it out to you. Only files that have been checked out can be edited and only one user can check out a file at a time.

Download Copy: Downloads a copy of the document to a local or network drive.

Rename: Changes the name of the file.

 Cut: Cuts the file from its current location so you can move it to another folder in the Project.

Copy: Copies the file so you can paste another copy into another folder in the Project.

Paste: Pastes a cut or copied file into the selected folder.

 Delete: Removes the file from the project.

 Add to New Session: An the PDF file to a new Studio Session.  Only valid for PDF files.

 Add to session name: Add the PDF file to this existing Studio Session. Only valid for PDF files.

Share Link: Allows you to provide a link to the Project file that can be used by somebody outside the Project to open and view the file.

Revision History: Shows the revision history of the file and allows you to open a previous version of the file.

Properties: Shows the properties of the file, including its name, project path, status, creation date, and size.

Files checked out by you

Right-click on a file in the Project file list and you have the following options depending on the file type, the current status of the file, and your permissions: 

Open: Opens the file for viewing and/or editing.

Open Project Copy: Opens the server copy of the Project file in a new tab.

Download Copy: Downloads a copy of the document to a local or network drive.

 Check In: Saves the file to the Project and makes it available for another user to check out.

Update Server Copy: Updates the Project file with changes you have made but does not check it in.

Undo Check Out: Releases your Check Out (making it available for another user to check out) and discards any changes you made to the file.

Replace File: Allows you to replace the server copy of a Project file with one from a local or network drive.

Revert Changes: Reverses any changes you have made to the Project file that you have not checked in, essentially opening the server copy again.

Copy: Copies the file so you can paste another copy into another folder in the Project

Share Link: Allows you to provide a link to the Project file that can be used by somebody outside the Project to open and view the file.

Revision History: Shows the revision history of the file and allows you to open a previous version of the file.

Properties: Shows the properties of the file, including its name, project path, status, creation date, and size.