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Workflow Processes:

  • Find File Manually

    If you know where the file is, you can browse through the folders structure and find it manually.
    Along the way, there are many ways to make the browsing experience easier, especially if there are many files and folders to navigate through.

    NOTES:
    The filtering steps are optional, though they make the process simpler the more files and folders there are to navigate.

    REFERENCES:
    To help you understand these concepts better, view the how-to videos on:
    File Open Video

  • Find File Tool

    If you do not know precisely where the file you need is located, you can use the Find File tool to search through the folder structure and find it.
    This tool has a plethora of options within it to make the process easier, faster, and more likely to work.
    NOTES:
    If you know where the file is that you’re looking for, this process is not necessary.

    REFERENCES:
    To help you understand these concepts better, view the how-to videos on:
    File Open Video
    Finding Files Video

  • Project

    Select the Project file and folder structure to make accessing the immediate, relevant files easier.

    NOTES:
    Although you can browse anywhere, making this process technically optional, it does make the opening of documents easier.

    REFERENCES:
    To help you understand these concepts better, view the how-to videos on:
    File Open Video

  • Open

    There are two primary methods of opening documents.
    You can use the Recent Documents area if the files have recently been accessed, which is fast and convenient, or use the Open Dialog, which gives you far more options and flexibility.

    NOTES:
    Recent Files is faster, but requires the file to have recently been accessed.
    Open Dialog offers more options and flexibility and may be required.

    REFERENCES:
    To help you understand these concepts better, view the how-to videos on:
    File Open Video

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