Within this article we will explain how you enable in 12Build. Also, you will learn how to use it properly.
Content
Enable the Catenda integration:
Only 12Build users that are (sub-)admins have the rights to enable and disable the Catenda integration.
There are two ways to enable the integration.
First way
Navigate to company branch settings: Go to the settings where you find the company settings specific for the branch you're active in.
Navigate to the 'Integrations' tab: Go to the 'Integrations' tab where you will find all the integrations company settings for the branch you're active in.
Enable the Catenda integration: Use the Catenda toggle to enable the integration.
Second way
Navigate to the documents page: Go to the documents page where you will find all the documents that have been uploaded to the project you're currently active in.
Navigate to the upload documents screen: Go to the upload documents screen where you will find all the sources from which you can upload documents.
Navigate to the Catenda integration enabling screen: Click on the Catenda tile.
Enable integration in settings: If a white landingpage shows up, ask your (sub-) admin to enable Catenda for this branch. If you are a (sub-) admin, then proceed here.
Import documents from Catenda
When the integration is enabled, you can import documents from the Catenda project sites to which you have access within Catenda.
Steps:
Navigate to the documents page: Go to the documents page where you will find all the documents that have been uploaded to the project you're currently active in.
Navigate to the upload documents screen: Go to the upload documents screen where you will find all the sources from which you can upload documents.
Navigate to the Catenda integration grant access screen: Click on the Catenda tile.
Give 12Build permission to import documents from Catenda: Click on the 'Grant access' button.
Navigate to the preferred project site: Select the Catenda project site you want to import documents from by clicking on the 'Select site' button.
Link the project site to the 12Build project: On the 'select site' page, you have the option to link the Catenda project site to the 12Build site. You can enable this link using the pin icon. On the 'project details' page, it is possible to enable or disable the ability for users within this project to switch to other Catenda project sites within the 12Build project.
See the original Catenda project site: To view the original Catenda project site for the projects displayed on the 'select site' page, the redirect icon can be used. This will lead directly to the Catenda project site.
Select the folders and or files that are preferred to import: To select the preferred folders and/or files for import, use the checkboxes. Once the selection has been made, click the 'Next' button to continue
See the original Catenda folders and files: To view the original Catenda folders and files displayed on the 'select documents' page, the redirect icon can be used. This will lead directly to the folder or file on the Catenda project site.
Select the folder to import the folders and/or files into: Once the selection of the folders and/or files to be imported is made, select the 12Build folder to import them into. You can either reuse an existing folder within the project or create a new one.
Start the import: Click the 'import documents' button to start the import.
Keep documents up-to-date
Once documents are imported via the Catenda integration they can be kept up-to-date via the 'syn files' button. This button only appears once documents from integrations are imported.
Steps:
Navigate to the documents page: Go to the documents page where you will find all the documents that have been uploaded to the project you're currently active in.
Navigate to the 'checking for updates' page: Click the 'sync files' button. The folders and/or files will be checked for any new or updated folders and/ or files.
If no new or updated folders and/or files are found, navigate back via the button 'return to documents'.
Select the folders and or files that that are preferred to import: If new or updated folders and/or files are found, they can be selected using the checkboxes. By default, all new or updated folders and/or files are selected, but they can be removed if preferred.
Start the import: Click the 'import documents' button to start the import.
Navigate to the documents page: Click the 'return to documents' button.
Manage linked folders and/ or files
Once documents are imported via the Catenda integration, a link is established between 12Build and Catenda at the folder and/or file level. This link can be managed in 12Build at both levels. Enabling or disabling the link determines whether the documents will be checked when the 'sync files' button is used.
Steps:
Navigate to the documents page: Go to the documents page where you will find all the documents that have been uploaded to the project you're currently active in.
Select the folder or file where the link should be enabled or disabled: Click the Catenda link icon next to a specific file or folder to enable or disable the link.
Pay attention: Disabling the link on file- or folder-level means that newly added or deleted files or folders will no longer be synchronized when using the 'sync files' button.
Demo video - Catenda
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