Copying Out & Taking Out

Find Short

Click the Find icon in the Tool Bar (or choose Find... from the File menu or type command-F, control-F on Windows or Linux).
There are three main ways to find a project: by typing in the project numbers, by choosing a recent project or by searching for a project.

Project number
Into the top field you can type the project number you want to find. You don’t need to include any zeros at the start. If you want to take out lots of Projects, separate them with a comma e.g. 789, 23345, 567. You may enter as many Projects as you want. DocHaven will check your Project numbers before it lets you take them out.

Recent projects
Click the pop-up for Recent Projects. It includes a list of the latest 100 Projects accessed with your most recently accessed Projects at the top. Highlight the project you want to find and click the ‘Add’ button. The project number will be appended to the top field. You can add as many recent documents as you want. If another user has taken out one of your Projects more recently that Project number will not appear in your list.

Clear
You can clear the list of current Projects to be taken out by clicking the Clear button.

Take Out
This is the most common task. Clicking the Take Out button will attempt to place the latest version of your listed Project on to your computer. While you have that Project out noone else can take that Project out. This function sets the InStatus of the Project on the server to false. If you lose a Project while it is out you will need to set the InStatus to true before anyone else can take out the Project again.

Copy Out
This function is less common and is similar to using Templates. Click the Copy Out function to attempt to place the latest versions of the listed Projects on to your computer, but with each Project having a new and unique Project number. This many be useful where you, say, add to a monthly report yet want to keep a copy of the previous reports as separate Projects rather than versions.

Reveal
If the 'Reveal’ button is checked then, as the projects are downloaded, their folders will be opened. If you are downloading lots of projects it is recommended to uncheck this!

Options
You can add to the list of Projects by a combination of direct Project number entry or Recent Projects or Project searches.