Files and Content Management

The Files section is your workspace for managing individual files, their versions, and derived artifacts.

Browse Files

1. Click Files in the sidebar (or navigate to /files).
2. The page displays a three-column layout:
   • Left panel: A file tree listing all your files, with pagination at the bottom.
   • Center panel: Preview of the selected file (or the artifacts browser).
   • Right panel: Details pane with properties, versions, and comments for the selected file.
3. Files are listed as tree nodes. Expand a file to see its artifacts (derived/extracted outputs) grouped by the job that created them.
4. Use the filter icon in the left panel header to narrow the tree (see Filter the File Tree).

Filter the File Tree

1. On the Files page, click the filter icon in the left panel header.
2. The Search panel opens. Set any combination of:
   • File Name
   • Description
   • External Identifier
   • Uploaded by (one or more users)
   • Updated by (one or more users)
   • View — Models with Child Artifacts or Unparented Artifacts
   • Status — All, Active, or Archived
3. Click Search to apply filters to the file tree.
4. Active filters appear as removable chips above the tree. Remove individual filters with ×, or clear all filters from the panel and search again.

Upload a File

Method 1 — Drag and Drop

1. Navigate to the Files page.
2. Drag one or more files from your computer onto the page. A drop zone indicator appears.
3. The Upload Files modal opens. For each file, fill in:
   • File name for the file.
   • External Version (optional).
   • Tags (optional).
   • Infosec Level (required when infosec is enabled — defaults to the organization's default level; the field is highlighted in red if empty).
4. Click Upload.

Method 2 — Add Files Button

1. On the Files page, click Add files in the top-right action bar (or the + icon in the left panel header).
2. In the Add Files modal, select the Upload tab.
3. Click Choose files and select files from your computer.
4. Complete the upload metadata and confirm.

Connect an External File

1. On the Files page, click Add files.
2. In the Add Files modal, select the Connect tab.
3. Choose an app integration (e.g., Google Drive, Teamwork Cloud, Windchill, 3D Experience, Microsoft 365).
4. Fill in the connection form with the required details for that integration.
5. Click Add to create a linked metadata file that references the external source.

Note: App integrations must be configured by an admin before they can be used (see the Administrator Guide).

View File Details

1. On the Files page, click a file in the left panel tree.
2. The center panel header has tabs:
   • Activity — jobs run on this file.
   • Preview — file preview or the artifacts browser (default for file content).
   • Lineage — revision relationship graph (when Resource lineage is enabled).
   • Compare — side-by-side or unified diff (when the file has two or more versions and supports comparison). When infosec is enabled, a classification banner appears at the top of the preview showing the resource's classification level.
3. The right panel (details pane) shows:
   • File Name (with pencil icon to rename), File ID, Revision ID (copyable).
   • Created date and Created by user.
   • Size.
   • Classification (editable dropdown when infosec is enabled and permitted).
   • Control Tags (editable if permitted).
   • Users with Access.
   • Connections with Access (partner organizations receiving the file through secure connections, or None — shown when secure connections are configured for your deployment).
   • External Version, External Identifier (shown only if set), Description (shown only if set).
   • Remote Source (shown for files linked to an upstream remote).
   • Versions section: List of file revisions with a + button to upload new versions.
   • Comments section: Collapsible section with threaded comments.

Rename a File

1. Select a file to view its details.
2. In the file details header, click the pencil icon next to the file name.
3. Type the new name in the inline text field.
4. Press Enter or click the checkmark to save. Click the X to cancel.

Required role: Editor, Administrator, Owner, or the original file creator.

Preview a File

The platform automatically renders previews for supported file types:

File Type	Viewer
Images (PNG, JPG, GIF, etc.)	Image viewer with pan/zoom
PDF	PDF viewer
3D models	Interactive 3D viewer
HTML	Rendered HTML
Markdown	Rendered Markdown
Text / code files	Text viewer with syntax highlighting
XML	XML viewer

If no preview is available, you will see a "No Preview Available" message with an option to Extract (run a function to produce viewable artifacts).

Upload a New Version

1. Select a file to view its details.
2. In the Versions section of the right panel, click the + (Add version) button.
3. In the Upload Version modal:
   • Upload tab: Select a file from your computer.
   • Connect tab: Link to an updated external source.
4. Confirm the upload.

Required role: Editor, Administrator, Owner, or Upstream Remote Owner.

Compare File Versions

1. Select a file that has two or more versions and is a previewable type.
2. In the center panel header, open the Compare tab.
3. For text, image, and other non-3D preview types:
   • Use the left and right version selectors to pick which versions to compare.
   • Toggle between Split and Unified diff views.
   • The diff viewer highlights additions, deletions, and changes.
4. For supported 3D model formats, the Compare tab shows a colorized visual diff of the geometry. See 3D Visual Diff.

Download a File

1. Select a file to view its details.
2. Click the Download button (down-arrow icon) in the file details action bar.
3. The file will download to your computer.

Archive / Restore a File

Archive

1. Select a file to view its details.
2. Click the Archive button (box icon) in the file details action bar.
3. Confirm the archive action in the dialog.

Required role: Owner.

Browse Artifacts

Artifacts are files derived from a parent file through job execution (e.g., extracted elements from a ZIP or model file).

1. Select a parent file that has artifacts.
2. In the file details content area, the Artifacts Browser displays a searchable table.
3. Artifacts are grouped by the job that produced them, showing:
   • The tool/function name that ran (click to view job details).
   • Each artifact as a row with name, type, and size.
4. Click an artifact to view its details, preview, and metadata.

Alternatively, expand a file in the left panel tree to see its artifacts nested as child nodes.

Comment on a File

1. Select a file to view its details.
2. In the right panel, expand the Comments section.
3. View existing comments (paginated) and add new ones.
4. To view a single comment in full detail, navigate to /comment/:commentId.

Search for Files

Two search entry points serve different scopes:

• File tree filter (filter icon in the left panel) — narrows the list on the Files page only. See Filter the File Tree.
• Global search — click Search in the left sidebar (or press ⌘ K / Ctrl K) to open omni-search, then press Enter to open results at /search. Filter with prefixes such as type:, status:, and creator:.