Creating Engineering Documents

You can create a document and save it in the vault. The term 'document' refers to any form of communication relevant to the design or manufacturing process (or any document relevant to your organization) contained in an electronic file. These can include specifications, drawings, reports, design information, company templates and human resource forms. Documents store and maintain data including the status of the document, the user of the document, and the dates of creation and modification. Creating and storing documents in the vault removes the need for an external document management application to keep a list of the non-CATIA file types that are stored in 3DEXPERIENCE, allowing for quicker and easier enabling of customized file extensions inside the system, and external document management.

  1. To create a document, select Add > Contentfrom the top bar
    The New content dialog box appears.
  2. Select Document>engineering document.
  3. Right-click engineering document and click Set attributes at creation.
  4. Click engineering document .
    The Select File and the engineering document dialog boxes appear simultaneously.
  5. Select a document in the Select File dialog box and click Save.

    In the engineering document dialog box, the Name, Document Name, and File Name attributes are automatically filled according to the properties of the selected file.

    Important:
    • The Name must be unique. If you attempt to create a document that has already been created and saved in 3DEXPERIENCE, a warning appears and a time stamp is automatically appended to the document name to make it unique.
    • You must enter values for all mandatory attributes to proceed.
    • It is possible to create a document which is open in a different application.
  6. Click OK.

    The newly created document is checked into the vault, saved in 3DEXPERIENCE, and appears in the search results.

    Note: You cannot create or insert a engineering document in a workspace vault.