User manual

NOTE When archiving a site, project or folder, any email associated with the
contents is not archived.
To archive site, project, or folder contents:
1 In the tree view, select the item you want to archive.
2 Right-click and choose Archive from the menu.
The Save As dialog box appears.
■ Use the Save in: field drop-down menu to select the target location
on your local computer for the selected content.
■ Use the File name: field to name the folder in which the file(s) will
be archived.
■ The Save as type: drop-down menu contains one choice (All Files),
which is already selected.
3 Click Save.
The selected contents are copied from your site to the folder you specified.
4 Verify that all the files are in the specified target directory on your local
computer.
You can safely delete the selected items from your site as needed.
Cloning a Project
Site and project administrators have the ability to clone projects (you must
have administrator permissions to the source project and the destination).
Cloning a project copies all the properties of the project, including members
and their permissions, all sub-projects and folders. Cloning is useful if you
have a project with a large number of users. It is time consuming to set-up
members and their permissions. Cloning enables you to set-up members and
their permissions once and then replicate them throughout the site. You can
clone projects, folders, and form logs. Markups, notes, and discussions can
also be cloned. Project information pages are also cloned as well as project
data. There are no restrictions on where a project can be cloned to.
By default the files and form logs in the existing project are not cloned. You
must specifically select the option in the clone dialog box to include files (and
thus also include markups, notes and discussions). Any "locked for editing"
files within the project are cloned as unlocked. A new copy of the file is created
and the lock removed.
42 | Chapter 6 Site and Project Administration