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Managing Chat Documents

An aspect of exchanging Chat messages about any aspect of the project is attaching related documents and similar files to a message. At any point, you might want to check what documents you have sent and/or received and perhaps perform some management function on them. You can do this through the 'Manage Chat Documents' dialog.

Access

Ribbon

Start > Collaborate > Chat > Chat > Right-click on body of 'Chat' tab | Manage Chat Documents

Context Menu

Right-click on body of Browser window | Collaborate | Chat | Right-click on body of 'Chat' tab | Manage Chat Documents

Dialog Fields and Options

This table explains the fields and buttons presented on the 'Manage Chat Documents' dialog.

Option

Description

See also

Currently showing ... documents ...

A message indicating what filters and limits have been set on the display. The first part of the display reads either:

  • Currently showing sent documents...     or
  • Currently showing received documents...

The second part reads either:

  • ... documents for any chat or
  • ... documents limited to the active chat

Name

Displays the name of the document attached to the Chat message.

Sender/Recipient

Displays the user name of the person who sent the Chat message containing the document to you, or received the message containing the document from you

Type

Displays the file type of the document.

Size

Displays the file size of the document.

Created

Displays the time and date the Chat message containing the document was created (and effectively sent).

Options

Click on this button to display a list of options for filtering the display and managing the Chat documents. These options are the same as the context menu options for the dialog, as described in the next table.

Context Menu Options

This table describes the menu options listed when you either right-click on the dialog display or click on the Options button.

Option

Description

See also

Load Document

Opens the appropriate internal or external viewer to display the contents of the selected document.

Save As

Displays a browser dialog that enables you to save the selected document as a different file in the appropriate location.

Detach

Removes the selected document from the Chat message but not from any internal location it is stored in.

Filter To

Displays the two options to show documents either sent by you or received by you. Click on the appropriate option.

Limit To

Displays the two options to show either all documents attached to any Chat messages in the 'Chat' tab, or just those documents attached to the currently-selected Chat message.

Delete

Removes the selected document from the Chat message and from the model.