User manual
Table Of Contents
- Contents
- Autodesk® Buzzsaw
- Buzzsaw
- Welcome
- Accessing Your Site
- Read Me
- Getting Started
- Navigating the Workspace
- Site and Project Administration
- Archiving Site, Project, and Folder Contents
- Cloning a Project
- Granting Anonymous Public Access
- Converting Project and Standard Folders
- Project Properties
- Ownership of a Project, Folder, or File
- Working with Site and Project Statistics
- Site Administrator Tasks
- Welcome Email Options
- Managing Site Information Pages
- Creating a New Member
- Editing a Member
- Adding a Member to a Project
- Importing and Exporting Members
- Creating a Group
- Project Administration Tasks
- Adding a Member to a Project
- Editing Members of a Project
- Groups
- Permissions
- Activity Logs
- Information Pages
- Folders
- Files
- About Project Files
- Using the View Tab
- Using the Discussions Tab
- Using the Versions Tab
- Using the Markups Tab
- Using the Form Links Tab
- Adding a File
- Editing a File
- Deleting a File
- Viewing a File
- Adding a Note
- Adding a Link to a Folder or File
- Adding a Link to a Note
- Downloading a Folder or File
- Locking and Unlocking a File
- Recovering a File
- Renaming a File
- Updating a File
- Working with Multiple Views
- Using Properties
- Versions
- Discussion Threads
- Drawings
- External References (Xrefs)
- Find
- Notification Manager
- Recycle Bin
- Viewers and Markups
- Buzzsaw Professional
- Overview of Buzzsaw Professional
- Project Setup
- Global Collaboration
- Dashboard Overview
- Forms Setup
- Working with Form Logs, Workflow and Roles
- Working with Forms
- Adding a Form
- Adding a Comment to a Form
- Viewing a Form
- Editing a Form
- Printing a Form
- Linking Documents to a Form
- General Tab for Forms
- Routing Tab for Forms
- Links Tab for Forms
- Attachments Tab for Forms
- Discussions Tab for Forms
- Versions Tab for Forms
- History Tab for Forms
- Assigning/Re-assigning a Form
- Responding to a Form
- Recalling a Form
- Closing a Form
- Deleting a Form
- Working with Reports
- Working with Submittal Packages
- Bid Management
- Document Register
- Support Options
- Support Options
- Glossary
- Reference
- Using Accessibility Shortcuts
- Logging In and Password Dialog Boxes
- File and Folder Dialog Boxes
- Using the Folder Properties General Tab
- Project Folders
- Standard Folders
- Working Folders Dialog Box
- Recover Folder
- Using the File Properties General Tab
- Download Folder Dialog box
- Recover File
- Ownership Dialog Box
- New Notification Dialog Box
- New Notification Dialog Box
- Automatic Notification File Types
- Daily Summary Time Dialog Box
- Updating Your Time Zone
- File Types that are Indexed
- Supported Bitmap Files
- Forms Display Issues
- Enter URL Address
- Drawings and Viewers Dialog Boxes
- Project Dialog Boxes
- Add/Update to Project - Select Drawings Wizard
- Add/Update to Project - Edit Attributes Wizard
- Add/Update to Project - Import Attribute Template Wizard
- Add/Update Project Documents Wizard - Attach Comment
- Add/Update Project Documents Wizard - Send Email Notification
- Add to Project - Create Note Wizard
- Add to Project - Create Link Wizard
- Preferences and Settings Dialog Boxes
- Email Dialog Boxes
- Site and Project Administrator Dialog Boxes
- Site Administrator's Minimum Required Version Dialog Box
- Member Information Contact Tab
- Active Members Dialog Box
- Remove a Member
- Confirm Member Delete
- Export Permissions As Dialog Box
- Add to Group Dialog Box
- New Group Wizard: Step 2 Select Members
- New Group Wizard: Step 3 Project Memberships
- Select Group Dialog Box
- Add Project Members Dialog Box
- Add to Project Dialog Box
- Activity Log List Options Dialog Box
- Print Activity Log
- Save Activity Log
- Add Information Page Dialog Box
- Import/Export — Select Fields
- Import/Export Members - Import Field Mapping Step
- Import/Export - Select Members Step
- Import/Export Members Wizard
- Import/Export - Send Email Step
- Select Company Dialog Box
- Filter by Company Dialog Box
- Password Requirements
- Add/Remove Roles Dialog Box
- Index
Message — Enter the text that you want to be displayed in the body of the
email.
Use Default Subject and Message — Select this option to populate the
Subject and Message fields with the default text. This option is selected by
default. To customize the message, de-select the option.
Advanced Options
In the Advanced Options tab you can select to have links to various support
elements, contact information and add attachments.
The following options are available:
Links to the Support Center — select this option to include links to the
support center, training information, and system requirements.
Contact information — use these options to include a site member's contact
information. The contact information can be for the administrator who creates
the new member, administrators of all the projects to which the member has
access to, or site members who are not administrators. Including contact
information is useful to provide in case the new member loses his or her
password or needs to request access to a project or file.
Attachments — select the Attachment option to add a file to every outgoing
welcome email. After selecting the option click the Select button to browse
to the attachment on your hard drive, or within your Buzzsaw site.
After you have made your selections, you can preview the email to see what
it will look like when new members receive it.
Preview the email
Click the Preview button to see the changes that you made. You will see the
text that you entered, plus the options that you chose to include in the body
of the email.
When you are working in either of the two tabs, the buttons OK, Cancel and
Restore Defaults, are available.
■ OK — Click this button to save your changes.
■ Cancel — Click to close the window without saving your changes. Note
that the default text is not restored when the Cancel button is clicked.
■ Restore Defaults — Click to cancel any changes that you made and to
restore the default text and options. Note that this option restores the
default settings on all tabs, not just to the current tab in focus.
86 | Chapter 6 Site and Project Administration