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Caching CDE documents Follow

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Mallory McClure
  • Updated

Revizto users with access to an integrated CDE can cache CDE documents to their devices so they have access to those documents at any time, even when they are offline or not signed in to the CDE directly.

Marking a document for caching means Revizto will automatically download the latest version of the document when you open it in Docs or the 2D environment, as well as allowing for manually downloading the updated version on demand. 

If you clear the project cache, cached documents will also be cleared. For more information, see Clearing the project cache.

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Marking CDE documents for caching

Revizto automatically marks CDE documents that are imported to a project as sheets for caching. You can manually mark other CDE documents for caching.

Documents marked for caching will be indicated with the blue caching icon .

To mark multiple CDE documents for caching:
  1. Open the project's CDE folders by clicking Docs (5) at the top of your application. 
  2. Open a CDE folder you want to cache documents from.
    • If you are not signed in to the CDE, you will be prompted to sign in.
  3. On the main toolbar, click Make available offline .
  4. Select the checkboxes next to the files and folders you want to cache.
    • You can select files and folders in different CDEs.
    • Clearing a checkbox will remove it from being marked as cached. If you cannot clear a checkbox, the document has already been imported into the project as a sheet, meaning it is always cached. Imported sheets are marked with the blue 2D icon .

  5. In the upper-right corner, click Done.

  1. In the confirmation window, click OK.
To mark a CDE document for caching:
  1. Open the project's CDE folders by clicking Docs (5) at the top of your application.
  2. Open the CDE folder with the document you want to cache.
    • If you are not signed in to the CDE, you will be prompted to sign in.
  3. Find the document that you want to mark for caching.
  4. Do one of the following:

    • Select the document then, in its Info panel, turn the Available offline toggle on (blue).

  • Double-click the document to open it, then, on main the toolbar, click Make available offline . The button appearance will change to white .
To remove documents from caching:

If you no longer want a document to be marked for caching, you can remove it from caching. 

  1. Open the project's CDE folders by clicking Docs (5) at the top of your application.
  2. Open the CDE folder with the document you no longer want to cache.
    • If you are not signed in to the CDE, you will be prompted to sign in.
  3. Find the documents that you want to remove from caching.

  4. Do one of the following:

    • On the main toolbar, click Make available offline then clear the checkboxes next to the files and folders that you want to remove from caching.
    • Select the document then, in its Info panel, turn the Available offline toggle off (white).
    • Double-click the document to open it, then, on main the toolbar, click Make available offline . The button appearance will change back to grey .

    If you cannot clear a checkbox or there is not an Available offline toggle, the document has already been imported into the project as a sheet, meaning it is always cached. Imported sheets are marked with the blue 2D icon .

  1. In the upper-right corner, click Done.

In the confirmation window, click OK. The document will no longer be marked with the blue caching icon and will not automatically update or download with other cached documents. 

Downloading documents marked for caching

Revizto automatically downloads the latest versions of a document marked for caching in the following cases:

  • You open a document in the Docs section.
  • You open a document imported to a project as a sheet in the 2D environment.

Additionally, you can manually download any documents marked for caching at any time.

To download all documents marked for caching:
  1. Open your project in the Revizto application.
  2. Ensure that you are signed in to the CDE integrations.
    • To check this, in Revizto Workspace, go to Profile settings > Integrations. You can log in to your profile settings directly from the application by clicking your profile in the upper-right corner, then Profile settings.
  3. In the project toolbar, click Project, then Download for field.

The project, including all cached documents, will immediately start downloading for offline use.

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