How to share a plan file


Raldo350
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my partner and I lived in different states

 

I used date and time and also LBX12 in file name

 

He would use JKX12 

 

thus, we knew who last worked on the plan and what version it was created in

as we also worked on prior versions for clients

 

With Gmail you can send huge file sizes with no problem

 

it also helps to have some kind of "zoom" capability 

to help discuss design and changes

 

instead of saying "no, the third window from the door on the left", "do you see it ?"

"ok, look at the ceiling mess above that window

 

being able to see someone else screen and even recording the session is very handy

with most "zoom" type apps you can even take control of their computer

 

we used Mikogo: https://www.mikogo.com/

 

Lew

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Assuming that you are both using the same version of the program, the Backup Entire Plan tool is the recommended way of doing this.

 

Some more information can be found here:

https://www.chiefarchitect.com/support/article/KB-00987/using-the-backup-entire-plan-project-tool-to-send-files-to-another-user.html

https://www.chiefarchitect.com/support/article/KB-00516/sharing-a-plan-file-with-a-home-designer-user.html

 

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  • 3 months later...
2 hours ago, angelaleigh said:

I have used the Backup Entire Plan feature and the person I sent it to says they are unable to edit the .plan file upon opening. What are we doing wrong? 

 

 

sounds like they have one of the Home Designer Products, for which you need to enable the editing capability  ( will vary depending on version of HD.)

 

The How To :

https://www.chiefarchitect.com/support/article/KB-00516/sharing-a-plan-file-with-a-home-designer-user.html

 

Mick.

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