The File Holding Area

The holding area setting is a project-level setting that controls how files are uploaded when non-compliant files exist in the selection. Non-compliant files are files which contain attribute values that don't comply with a folder's naming standard or required attributes.

Uploaded files are first checked in the file validator for compliance.

• If the holding area setting is turned on, members can choose not to correct any non-compliant attributes values and continue. Compliant files will upload to the target folder and non-compliant files will be stored in the holding area. The attribute values can be edited later so the files display in the relevant folder.

• If the holding area setting is turned off, all selected files need to be compliant to upload to the target folder. Non-compliant files won't be uploaded to the target folder or be stored in the holding area.

• Holding Area Setting
• Access the Holding Area
  • Holding Area Permissions
• Filter Files in the Holding Area
• Edit Attribute Values in the Holding Area
• Delete Files in the Holding Area

Holding Area Setting

The holding area will automatically be turned on for the first time if any of the following occur:

• A naming standard is created
• An attribute is set as required either at folder or project level. This does not include a related attribute being set as required in a naming standard. If subsequent attributes are set as required, the holding area won't turn on automatically if it's been manually turned off.

Project administrators can manually turn the holding area setting on or off.

1. Click the Files tool.

2. Click the Settings drop-down.

3. Hover over Compliance.

4. Click Holding area.

   

   This opens the holding area setting.

   

5. Click the toggle to turn the holding area on or off as required.

   If you turn the holding area off, any previously uploaded non-compliant files will remain in the holding area.

Access the Holding Area

When the holding area is turned on, all project members can access it as follows:

1. Click Files tool.

2. Select the Holding Area tab.

   

All non-compliant files are sorted by default from the most recently added to the holding area. The holding area details:

Holding Area Permissions

Members can take various actions subject to the following permissions:

Filter Files in the Holding Area

You can refine the number of files listed in the holding area by using filters.

1. Click the filter icon.

   You can:

   • Select a date range to only show files added to the holding area during those dates.

   • Select specific naming standards or required attributes to only show files with those errors.

     

2. Make your selections and click Apply.

Edit Attribute Values in the Holding Area

To display the non-compliant files in their folders, you need to edit the attribute values so they comply with the relevant naming standard or required attributes.

There are a few ways to edit non-compliant attribute values subject to your permissions.

You can select one or more files, however all the selected files either need to comply with the same naming standard, or move to the same required attributes folder target folder.

• Validate all for all files.

• Select files and click Validate (x)

  This will open the file validator where you can check and edit non-compliant attribute values. See Validate Files Names and Required Attribute Values help topic for full details on using the file validator.

Delete Files in the Holding Area

There are a few ways to delete files subject to your permissions:

• Delete all: Deletes all files in the holding area.

• Select the relevant files and click Delete (x) to delete those files.