Managing Documents in the Spreadsheet View

You can attach documents and manage documents that are already attached in the spreadsheet view.

This task shows you how to:

Before you begin: Start Manufacturing Context Builder and open your PPR file.
See Also
Spreadsheet View

Attach a New Document

You can attach a new document to a PPR object in the tree.

  1. In the Documents column of the spreadsheet, click Attach Document next to the tree node where you want to add your document.
  2. In the Document panel, click Attach New Document .
  3. From the New Content panel, click Document.
    A box appears.
  4. Enter a name for your file in the Name box and click OK.
  5. Optional: To insert files and comments, select the Files Information tab in the Document box. Select a file or type the name of the document in the File Name box and click OK.

The button is replaced by the button to indicate that the document is attached to the tree.

Note: The following context menu is available on the document:
  • Properties
  • Replace Version
  • Open
  • Download
  • Open 3D

Attach an Existing Document

You can attach an existing document to a PPR object in the tree.

  1. Click Attach Document next to the tree node where you want to attach your document.
  2. In the Document panel, click Attach Existing Document .
  3. In the search box, enter a character string.
  4. Double-click the desired document in the search results.

The document is attached to the underlying object.

Detach a Document

You can detach a document from a PPR object in the tree.

  1. Click next to the tree node where you want to detach a document.
  2. In the Document panel, select the document you want to detach and click Detach Document .
  3. Click Yes in the confirmation box.

The document is detached from the underlying object.

Download a Document

You can download a document attached to your tree.

  1. Click Attach Document .
    The Document panel appears.
  2. Select your document and click Download . A box appears for selecting the location where you want to download and click Save.

    You can also right-click your document and select Download.

Your file is downloaded on your desktop.

Add/Update a File

You can add or update a file attached in your tree.

  1. Click Attach Document.
  2. In the Document panel, click the document you want to update or add.
  3. Click Add/Update File .
  4. In the dialog box, browse the file you want to add or update and click Save.

Your file is added or updated.

Checkout All Files

You can check out one or several files.

  1. Click Attach Document .
  2. In the Document panel, click Checkout All Files .
  3. In the dialog box, click the folder containing the files you want to checkout and click Select Folder.

Your files are checked out.