06_Search Before Scroll: Managing Sheets, Files, and Folders in Your Project (2:39)

Overview

This video covers the two screens you use to keep a project's drawing set organized: File Management, which controls folders and the individual files inside them, and Sheet Management, which controls the sheets themselves. It opens with the fastest way to move around a large sheet set — searching instead of scrolling — then shows how to archive, delete, and rename what you have already uploaded.

What you'll learn

• Find a specific floor plan by keyword instead of scrolling the sheet list
• Isolate power sheets and lighting sheets from a large sheet set
• Open a folder in File Management and see every file inside it
• Archive or delete an individual file, including specifications
• Rename sheet numbers and sheet names in Sheet Management
• Delete sheets in bulk with Delete Selected and understand the warning that follows

Before You Begin

You need a project that already has a sheet set or specifications uploaded — file and sheet management act on files that are already in the system. Deleting a sheet from a project is permanent, so know which sheets you intend to remove before you start; recovering one means re-uploading it.

Part 1 — Navigate a Large Sheet Set with Search

A full drawing set holds far too many floor plans to identify by hovering over each one. The rule the narrator gives is search before scroll.

1. Locate the search bar above your sheet list.
2. Type power into the search bar. Dynamic search runs as you type.
3. Review the filtered result — only sheets with "power" in their title remain visible.
4. Clear the search and type lighting to isolate the lighting sheets the same way.
5. Click the sheet you want to open it directly in that view.
6. Open File Management.
7. Downsize (collapse) the sheets to reveal the list of every upload you have made to the project so far.
8. Click a folder to expand it and see the individual files inside.
9. Select an individual sheet inside the folder to delete it, leaving the rest of the upload intact.
10. To act on a whole file, click the three dots on the right-hand side of its row.
11. Choose Archive to archive the file altogether, or Delete to remove it.
12. Return from File Management and open Sheet Management.
13. Review the list — it brings up your folders as well as your floor plans.
14. Select a sheet to rename its sheet number or sheet name.
15. To remove several sheets at once, highlight the sheets you want to delete.
16. Click Delete Selected.
17. Read the warning that appears and confirm only if you are ready to permanently delete those sheets from the project.

Best practice: Search before scroll. This is a general rule for any application — if there is a search bar, use it. On a large sheet set it is the difference between one keystroke and scrolling until you find the one sheet you need.

Note: Search matches text in the sheet title, so the discipline used when the sheet set was named determines how well keyword search performs.

Part 2 — Manage Files and Folders in File Management

File Management is a screen all in itself. It manages both folders and the sheets held inside those folders — and it is the only place to remove one file from an upload without touching the rest.

Note: Specifications behave exactly the same way. Any file and any sheet you have in the project is fully manageable through the File Management view.

Part 3 — Rename and Bulk-Delete Sheets in Sheet Management

Note: Deletion from Sheet Management is permanent. If you remove a sheet you still need, the only way to get it back is to re-upload it.

Quick Reference

Troubleshooting

Next Steps

Continue to the next video in the series: IQ UI Overview.