Accruent Meridian Enterprise 2020 R2 User's Guide

Download Documents

When you place documents under change to yourself in a workflow as described in Route a Document In a Workflow, the documents are automatically downloaded to your local workspace, ready for editing. In other situations when you want a local copy of documents, you must download them manually. To download the rendition of a document, see Download Renditions.

PowerWeb instructionsTo download documents to the local workspace on your computer:

  1. In any navigation view, select the documents that you want to download.
  2. In the Edit ribbon, in the Download group, click Download Document.

    OR

    Right-click over your selection, point to Edit, and then click Download Selected.

    If your computer is configured to use a site cache, a confirmation dialog appears if:

    • This is the first time that you have used the site cache.
    • You are working from a different computer than the last time that you used the site cache.
  3. Click Yes. The documents download to the local workspace folder on your computer in the background.

PowerWeb instructionsTo download documents to a specific location on your computer:

Note: This task requires the ActiveX compatibility mode option be enabled as described in Personal Preferences.
  1. In any navigation view, select the documents that you want to download.
  2. In the Edit ribbon, in the Download group, click Download to Folder. The BlueCielo Upload/Download Control dialog box appears.

  3. Select the desired options and then click OK. The documents download to your computer in the background.

PowerUser instructionsTo download documents to your computer:

  1. In a navigation view, select the documents that you want to download.
  2. Drag and drop the documents onto your desktop or the Windows Explorer location where you want to work with them.