File Management

Adding files and assigning related permissions

Within models and conversations there is a dedicated area for messaging. From here you can communicate with colleagues and share useful content.

By default, models present in the Workspace are visible to all users with Standard type permissions or higher. Only assigning a user group to the model enables access to any users with Viewer type permissions who are part of it.

Assigning a User Group to the model does not however involve direct access by the related Viewer type members to the model contents as well.

To make files visible to Viewer type users it is necessary to specify permissions for each individual file, as described below.

Add Files to a Model or Conversation

1. Select a model or a conversation.

2. Click the "+" icon at the bottom left of the text field and choose File from computer.

3. Add up to 10 files per message:

   • Dragging them to the dedicated area

   • Clicking Select files...

   • Pasting them directly into the text field

4. Add a text message to accompany the files (optional).

5. Click Send to complete sharing.

Add Files Also Visible to Viewer Users

1. Select a model or a conversation.

2. Click the "+" icon at the bottom left of the text field and choose File from computer.

3. Add up to 10 files per message:

   • Dragging them to the dedicated area

   • Clicking Select files...

   • Pasting them directly into the text field

4. Add a text message to accompany the files (optional).

5. Check the Enable for Viewers box to make files and text visible to Viewer users as well.

6. Click Send to complete sharing.

Files will be visible to Viewer users only if the Enable for Viewers option is selected and these users have access to the model or conversation.

Modify the Visibility of Already Shared Files

1. Select the model or conversation.

2. Click the Shared files tab in the right column.

3. Locate the file in the list.

   • Files visible to Viewers are marked with a green icon with three users before the name.

4. Hover over the file and click Show/Hide to Viewers to modify visibility.

5. The green icon with three users will appear or disappear depending on the action performed.

Visibility modification is immediate and in case of activation Viewer users will immediately be able to access the file.

Replace an Existing File with a New Version

It is possible to replace a file with a new version without having to delete it in advance.

1. To replace a file with a new version of the same, select the desired model or conversation.

2. Click the Shared files tab in the right details column and locate the file in the list.

3. Position the mouse cursor over the file and click the button with the three-dot icon.

4. Click Replace from the dropdown menu.

5. Select a file from your device, making sure it has the same extension as the original file.

When you replace a file:

• The extension of the new file must be the same as the original file.

• The current name will not be overwritten with that of the new file. If necessary, you can still rename the file later.