Holding Area

What is it for

A validation area for uploads that failed naming standard / attributes and are not yet ready in the main CDE.

Relevance

It prevents junk in Files. Empty state: “All uploads are compliant” — if you are here, corrections are needed before federating or transmitting.

Use Case Example

After uploading, 3 IFCs are marked as Invalid - correction needed. The BIM manager enters Validation Mode, edits fields (or uses AI Fill), and clicks Commit; files that still do not comply with the naming convention remain in the holding area.

Who can use it

CDE users with validation/holding permissions.

Screen Anatomy

• List mode (browse) vs Validation Mode (edit + Commit).
• Stats: Total · Valid · Invalid · Selected · Pending changes · Ready to send.
• Document grid; pagination (Rows per page).
• Ribbon changes according to the mode.

Options and fields

Ribbon

Mode	Actions
List	Validate · Delete
Validation	Commit · Cancel · Edit in Batch · AI Fill

List columns

Status (Valid / Invalid - correction needed) · Name · Version · Path · Added by · Added to holding area · Naming standard.

Validation fields (naming tokens / attrs)

Project · Company · Location · Type · Number · Phase · + dynamic attributes from the folder naming standard.
Editing: Click to edit · Select date · Empty · Multiple values… · Select…

Others

Control	Function
Delete Files	Deletes selection (irreversible)
AI Fill / suggestions	Assisted filling — review before Commit
Pagination	Navigate pages

How to use

1. CDE → Holding Area (or follow the toast notification after upload).
2. Validate → enters Validation Mode.
3. Correct Invalid files (inline / Edit in Batch / AI Fill).
4. Commit when Ready to send.
5. Confirm in Files; remaining invalid files stay in the holding area.

Links

• Naming Standards · Files

Tips / common errors

• Empty holding area = compliant uploads.
• AI Fill: always verify (“Filled by AI — please verify”).
• Commit does not “force” invalid naming — those files remain in the holding area.