Reference Documents Tab

Columns

Column Name

Description

Name

The name of the reference document.

You can click the name to view the properties for the reference document and the files checked into it.

(Lock Status)

Number of files locked/number of files checked into the reference document. For example, 2/4 indicates 2 files of the 4 files checked into this object are locked.

(Route)

indicates that the reference document is included in an active route. See Routes.

Title

The title of the reference document.

Rev

The revision ID of the reference document. See Document Revisions Page.

Ver

The version ID for a file, or an icon indicating multiple files. See File Versions Page.

Type

The content type of the reference document.

Actions

The actions you can perform on the reference document.


Icon	Name	Action
	Subscribe	View and select subscriptions for a reference document.
	Download	Download the reference document to your local computer. Browse to the directory or folder you want to contain the file. When the reference document contains multiple files they are downloaded in a single Zip file.
	Checkout	Check out the reference document to your local computer and lock the files from other users who cannot unlock it. Navigate to the folder or directory you want to contain the reference document. When the reference document contains multiple files they are downloaded in a single Zip file.
	Checkin	Check in a revised reference document. See Uploading Files.
	Update	Update a checked-out reference document to its next version. See Uploading Files.

Description

A detailed description of the reference document.

State

The current lifecycle state of the reference document.

Actions/Toolbar Commands


Action	Description	For More Information
Create New > Document	Creates a new reference document and associates it with the impact questionnaire or impact questionnaire template.	Collaboration and Approvals User's Guide: Creating Documents
Add Existing	Adds an existing reference document to the impact questionnaire or impact questionnaire template.	3DEXPERIENCE Basics: About 3DSearch Queries
Download	Copies the reference document to your local computer without locking it on the server. If a document contains multiple files, they are downloaded in a single zip file.	-
Checkout	Copies the reference document to your local computer for editing and locks it on the server. If a reference document contains multiple files, they are downloaded in a single Zip file.	-
Remove	Removes selected reference documents from the impact questionnaire or impact questionnaire template, but does not delete them from the database. Click OK to confirm.	-
Delete	Removes selected reference documents from the impact questionnaire or impact questionnaire template and deletes them from the database. Click OK to confirm.	-