Sending Plan Files to Another User using the Backup Entire Plan Tool


Reference Number: KB-00582
Last Modified: April 3, 2018

The information in this article applies to:

Home Designer Professional or Home Designer Architectural or Home Designer Suite or Home Designer Interiors or Home Designer Essentials


QUESTION

I need to send my plan files to a third party that is using also using Home Designer or Chief Architect. What is the proper way to do this?


ANSWER

To ensure that the recipient has all the textures and images you have used in your plan, the Backup Entire Plan tool should be used.


To send your plans to a Chief Architect user or Technical Support

  1. First, Save  your plan, then select File> Backup Entire Plan .

  2. In the Backup Entire Plan dialog, choose to Backup Plan Files and All Referenced Files option, check the Send Backup Files to Zip Archive box, then click OK.



  3. In the Choose Zip Archive To Backup dialog, choose a location that is easy to find, such as your Desktop, specify an appropriate File name and then click Save.

    Note: If the Send Backup Files to Zip Archive box was not checked during the export process, you will need to create a new, empty folder on the Desktop for the plan and referenced files to be backed up to. Once the backup is complete, you must compress this newly created folder before it can be sent to someone.

    On a Windows operating system, right-click on the folder containing this content and choose Send To> Compressed (Zipped) folder.

    On a Mac OS X operating system, right-click on the folder and select Compress Items.


  4. The resulting .zip file is now ready to be sent to another user, or submitted via the Online Support Center to our Technical Support team.

    If sending your files to our Support team, please do not use any third party compression utilities in order to submit different compressed file types such as .zipx, .7z, or .rar files.



MORE INFORMATION

You can request the Chief Architect Viewer from the website at: https://www.chiefarchitect.com/resources/viewerrequest.php