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Work with documents in Local Copy

Access and use documents from a datastore.

First, you’ll need to find the document you need.

Once you’ve done that, you can:

Find the document you need

  1. Open the Aconex Local Copy Viewer and open your datastore.

  2. Click the View Documents button.
  1. To search for documents:

    • Enter your search criteria.

    • Click the Search button.
The Documents search page
  1. Choose one or more of the actions that follow below from the search results page.

Change what you see in the search results

Click the:

  • Show All Columns button to see all the available fields.

  • Show Default Columns button to display the standard document fields.

View a document’s properties

Click the document’s:

  • title in the Title column, or
  • Option icon, then click Properties.

Open a document

Click either the document’s:

  • File icon, then click the Open button, or
  • Option icon, which looks like a down-pointing arrow, and then click Open File.

Save a document to your local network or machine

  1. Click the file icon to the left of the document number.
  2. Click Save.
  3. Browse to the location where you want to save the file and click the Save button.
  4. Click the Close button in the confirmation message.

View the document event log

  • Click the document’s title in the Title column and click View Event Log button.  Or
  • Click the Option icon to the left of the document number, then select Event Log.

View the document history

  1. Click the Show Document History checkbox.
  2. Click the Search button.

Export search results to Excel

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