Document! X 2017
In This Topic
    Project Fundamentals
    In This Topic

    Open a Project

    1. Click the Ribbon Application Button and select Open from the displayed Application Menu;
        - or -
      Press the Ctrl+O hotkey;
    2. Use the displayed file dialog to select the project file you wish to open.
    Recently opened projects appear on the Application Menu and Start Page recent lists and can be opened directly by clicking them.

     

    Open a Project from Source Control

    If you wish to open a project that has been added to Source Control using Document! X, you can get a local copy and start working with it directly from Document! X.

    Before you can use Source Control features, you must have chosen your source control provider in the Options editor (click Choose Provider from the Source Control ribbon tab).
    1. Click the Ribbon Application Button and select Open from Source Control from the displayed Application Menu;
    2. On the displayed browse dialog, choose the Source Control folder containing the project you wish to open and select the location in which to store the local project copy;
    3. Click Ok. A local copy of the project will be retrieved from Source Control and the project will be opened.
    You only need to use this process the first time you open a project that is stored in Source Control. Once you have used Open from Source Control to create a local copy of your Source Controlled project, you can use the normal Open command to select and open your project file.

     

    Create a new Project

    1. Click the Application Menu button at the top left of the Ribbon;
    2. Select the New page;
    3. Click a Project Type to use for the new project;
    4. On the New Project dialog, type a descriptive Project Name for the new project; 
    5. You can optionally choose a specific directory in which to save your project by editing the Project Directory field; the project will by default be saved to a subdirectory of the default New / Save directory which is configurable in the Options editor (Paths page).
    6. Click Ok. The new project will be created and opened.
    If you are working in a team or would like to make use of Source Control versioning and audit features, you can now Add the Project to Source Control.

     

    Save a copy of the project to a new location

    1. Click the Ribbon Application Button;
    2. Select Save As;
    3. Choose the new directory in which you want to save the project;
    4. Click Ok;
    5. A copy of the open Project will be saved to the chosen location.

     

    See Also