Document Management Toolbar

By default, the Document Management toolbar contains tools for interacting with a Document Management System (DMS).

Note: The exact tools a user will see depends on their Profile, licensing, and the customizations they have made and might not include all the tools mentioned here.

The toolbar may be hidden, and you can unhide it by following the steps in the Show / Hide Toolbars article. Below is an image of the toolbar.

System Server List: Shows available Document Management Systems.

Login / Logout: Logs in or out of the active Document Management System

Open File (DMS): Opens a selected file from a DMS. See Opening a File From ProjectWise or Opening a File From SharePoint for more information.

Save As (DMS): Saves the current file to a selected DMS. See Saving a PDF to ProjectWise or Saving a PDF to SharePoint for more information.

Check In / Check Out: Checks in or out the active DMS file.