Available Project Management Options
Projects are “Managed” from the main Project screen. Manage here includes:
Create a Project
From the main screen, tap on the +New button > New Project option in the top left corner of the canvas.
On the Create Project dialog, you can optionally define a project name and add details about the client.
Rename a Project
Tap on the More icon at the top right corner of the canvas
Tap the Rename icon at the top of the Details pane
Type a new name
Tap Rename button to save
Download a Project
Tap on the More icon at the top right corner of the canvas
Tap the Download icon at the top of the Details pane
Tap Start
Once the download is complete
The logged in user will be emailed a zipped file containing all of the following items
The Diagram in both PDF and DXF formats
Any filled in Custom Forms
Location based photos in a zipped file
Any output templates created
A copyable link that if selected will be added to the clipboard and which can be pasted elsewhere.
Project Information
View and edit any client details set for the project.
Managing Project Tags
Create new and assign project tags. More about Tags can be seen here.
ArcSite Payments
If your company is set up to use ArcSite Payments, you will have the the ability to choose whether to allow Credit Card and / or ACH payments for this specific project.
Who Has Access
If your logged in user account has the privilege to set access, you can define new view only or edit capable collaborators. To read more about account access see here.
Delete a Project
This is available only to the owner ( not collaborator) of a project
Tap on the More icon at the top right corner of the canvas
Tap the Trash Can icon at the bottom of the Details pane
IMPORTANT NOTES ON DELETING A PROJECT
The project will need to be empty. If there are drawings within the project, those will need to be deleted first
Delete from the device – this will only delete the iPad version of the Project, leaving the cloud version intact
Delete from Cloud – this will completely delete Project. It will no longer be available at all for anyone.