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ProjectWise Design Integration Forum How do you copy from a template in 365 ?
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    • attribute exchange
    • 365
    • Drive
    • ProjectWise

    How do you copy from a template in 365 ?

    Neil White
    Offline Neil White 2 months ago

    We currently have a Workarea for all our company templates that include a number of attributes, such as template revision, save location etc.etc

    When we create a new file in ProjectWise Explorer, we browse from the active scheme to this resources Workarea and copy in the template and it copies in all attributes as well. All good!

    In 365, when we need to create a new file from a template, the only option appears to be upload a file from a ProjectWise Drive synced copy of the template workarea. The issue with this is that it doesn't copy over the attributes that we need. They physically exist in the custom properties of the document, but they aren't written to the ProjectWise datatable in the new workarea. 

    So the question is, how do I get my template data into ProjectWise if I cant copy a file in 365 and can only upload from Drive, is there a way to make 365 read the data from within the file and update the datatable. Again in Explorer you can push the attributes back using the office toolbar but this doesn't work in 365.

    Feels so fundamental that I must be missing something, so any suggestions appreciated!

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