Sharing documents in the Vectorworks Cloud Document Reviewer
|
Command |
Path |
|
Share Document |
Cloud |
The Share Document command allows you to export selected sheet layers and worksheets to Vectorworks Cloud Services, and share the document with clients and collaborators. Using any web-enabled device, recipients can open the document in the Vectorworks Cloud Document Reviewer, where they can measure or select objects from the sheets and see the information associated with the objects. Users can also add comments to the sheets and view worksheets.
To share a document in the Cloud Document Reviewer:
Ensure that any rendering jobs and viewport updates are complete, and then select the command. An alert that the document will be saved displays.
If you're not currently logged in to Vectorworks, you're prompted to log in before proceeding.
The Share Document dialog box opens. Any existing saved sets are listed. Each set displays the previous recipients, the date when it was last updated, and the number of unique link visits and comments. There are also buttons to view the document, or to copy a link or QR code that links to the document.
Click New Set to create a new set, or select an existing set and click the option to Update or Duplicate the set.
For a new or duplicate set, enter a name for the set. For an update, the current set location displays, and can't be changed.
Select the sheet layers and worksheets you want to share. Click the Select column to the left of an item, or click Select All on the right side of the list to select all items. If all items are selected, the Deselect All option is available.
Click Next to continue. Depending on the share option selected, the next dialog box is called Share Document or Update Set.
Click to show/hide the parameters.Click to show/hide the parameters.
|
Parameter |
Description |
|
Send an email after uploading the document |
Sends an email that contains a link to the shared document as specified on the left side of the dialog box. To share the link by another method (a text message or messaging app, for example), copy the link or QR code provided. |
|
To |
Enter the email addresses of the desired recipients |
|
Bcc |
Enter the email addresses of BCC recipients |
|
Subject |
Edit the default email subject line if desired |
|
Message |
Edit the default email message if desired, but don't disturb the links |
|
Location |
Defaults to the Shared Documents folder in your Vectorworks Cloud Services folder. You can edit the location, but it must be somewhere in your cloud folder. |
|
Export options |
In addition to the selected sheet layers and worksheets, select whether to export record formats, IFC data, and data sheets that are attached to the Vectorworks file |
|
Sharing options |
|
|
Link expires on |
If desired, select the option and then set an expiration date for the shared link |
|
Allow comments |
Allows recipients to comment on the document |
|
Email me when link is visited |
If Send an email after uploading the document is selected, select this option to receive an email when a recipient visits the link |
|
Unique visits |
Displays the number of unique visitors to the link; see the Vectorworks Cloud Services help for details |
|
Copy Link |
Copies the displayed document link to your clipboard |
|
Copy QR Code |
Copies the displayed QR code to your clipboard |
When you click Share or Update, the file is exported to your cloud folder. The job status displays on the Vectorworks Cloud Services desktop app and web portal. If you selected the option to send an email, it's sent automatically once the document is available.
See the online help for Vectorworks Cloud Services to view, navigate, measure, and comment on the exported model in the Cloud Document Reviewer.
When you no longer need to share a set, select it from the Share Document dialog box and click Delete. If desired, select the option to send an email notification to the prior recipients.
Viewing comments on shared documents
|
Command |
Path |
|
Shared Document Comments |
Cloud Window > Palettes > Web Palettes |
If you opted to allow comments when you shared a document, you can use the Shared Document Comments web palette to view and reply to comments, and to mark comments as resolved.
To view comments on shared documents:
Open the shared document and select the command.
The Shared Document Comments web palette opens.
From the Shared set list, select a set to display its comments, organized by sheet layer.
Click a sheet layer name to display its comments.
Click a comment to show the commented area in the drawing area.
If desired, click the Reply field for a selected comment to enter a reply. Click the Edit 
or Delete 
button to edit or delete your reply. A comment can be edited by its owner up to 30 minutes after it has been posted, as long as no replies have been posted to it.
On the right side of the palette, click the Resolve button 
to indicate that a comment has been addressed.
At the top of the list, click the Show/Hide resolved button 
to toggle the display of resolved comments in the list.