File Management

Using File Management

Bimefy's File Management system provides a centralized location for all your project files. Upload BIM models, documents, images, and other project files, then organize them efficiently with version control and easy navigation.

1. Accessing File Management

1. Navigate to Files:

• From your project dashboard, click on Files to access the file management interface.
• You'll see the file tree and file browser.

2. Understanding the File Tree:

• Navigate through your project's folder structure.
• Expand and collapse folders to browse files.
• Use the file tree to quickly locate specific files.

2. Uploading Files

1. Single File Upload:

• Click the upload button to select and upload individual files.
• Supported formats include BIM models (IFC, RVT, DWG), PDFs, images, and documents.
• Files are uploaded to the current folder location.

2. Batch Upload:

• Upload multiple files at once for efficiency.
• Drag and drop files directly into the file browser.
• Monitor upload progress for each file.

3. Folder Upload:

• Upload entire folders to maintain directory structure.
• Preserve folder hierarchies from your local system.
• Organize files during upload by selecting target folders.

3. File Organization

1. Creating Folders:

• Create new folders to organize your files.
• Organize files by discipline, phase, or type.
• Create nested folder structures for complex projects.

2. Moving Files:

• Drag and drop files to move them between folders.
• Reorganize files as your project structure evolves.
• Maintain file organization throughout the project lifecycle.

3. File Naming:

• Use consistent naming conventions for files.
• Follow project naming standards and conventions.
• Rename files directly in the file browser.

4. Version Control

1. File Versions:

• Bimefy automatically tracks file versions.
• View version history for any file.
• Compare different versions of the same file.

2. Version Management:

• Upload new versions of existing files.
• Keep previous versions for reference and rollback.
• Access version history to see changes over time.

3. Version Comparison:

• Compare different versions of files side-by-side.
• Identify changes between versions.
• Use version comparison for quality control.

5. Recent Files

1. Recent Files Widget:

• The dashboard shows recently uploaded or changed files.
• Quickly access files you've been working on.
• Track file activity across your projects.

2. File Activity:

• See when files were last modified.
• View who made changes to files.
• Track file access and usage.

6. File Viewing and Preview

1. BIM Model Viewing:

• Open BIM models directly in the 3D viewer.
• View IFC, RVT, and other BIM formats.
• Compare multiple models side-by-side.

2. Document Preview:

• Preview PDFs and documents without downloading.
• View images and photos in the browser.
• Access file previews quickly.

3. File Information:

• View file details including size, type, and upload date.
• See file metadata and properties.
• Check file permissions and access.

7. File Sharing and Collaboration

1. File Permissions:

• Control who can view, edit, or download files.
• Set permissions based on roles and disciplines.
• Manage file access at the folder or file level.

2. File Sharing:

• Share files with team members.
• Generate shareable links for external stakeholders.
• Control sharing permissions and expiration.

3. Collaborative Editing:

• Work on files collaboratively with your team.
• See who is currently viewing or editing files.
• Coordinate file access to avoid conflicts.

8. File Search and Filtering

1. Search Files:

• Search for files by name, type, or content.
• Use advanced search filters to find specific files.
• Save search queries for quick access.

2. File Filtering:

• Filter files by type, date, or owner.
• Show only recently modified files.
• Filter by file status or workflow state.

9. Best Practices for File Management

- Consistent Organization:

• Establish and follow folder structure conventions.
• Organize files logically by discipline, phase, or type.
• Keep folder structures consistent across projects.

- Regular Maintenance:

• Periodically review and clean up unused files.
• Archive completed project files.
• Maintain clear file naming conventions.

- Version Control:

• Upload new versions rather than deleting old ones.
• Use version numbers or dates in file names when appropriate.
• Keep version history for important files.

- Access Control:

• Set appropriate permissions for sensitive files.
• Review file access regularly.
• Ensure team members have access to files they need.