Attaching Reference Documents

You can attach a reference document, for example, a specification manual, to a part that can be synchronized in the Collaborative Environment and integrated in Lifecycle Management. Attaching documents to your product structure allows you to save time while browsing through data.

  1. In Collaborative Environment, select Search > Engineering > Find Parts....
    The Search page appears.
  2. Search for the part you want to attach a reference document to.
    A list of parts appears.
  3. Choose a part and click on it.
    The Properties page appears.
  4. In the Properties page, click Categories and select Reference Documents.
    The Documents page appears.



  5. Select Actions > Add Existing... in the Documents page.
    The Find dialog box appears.
  6. Type your search criteria and click Find.
    The Select dialog box appears.
  7. Select one of the reference documents and click Submit.
    The reference document is visible in the Documents page.
  8. Go to the Properties page, click Categories and select Specifications.
    The Specifications page appears.
  9. Select Actions > Synchronize with Engineering....
    Notes:
    • In Collaborative Environment it is not possible for other users to access the document unless the creator modifies the default policy of the document.
    • Only the part reference is synchronized.
  10. Search for the product using the Search section of the top bar.
  11. A list of products corresponding to your search criteria appear.
  12. Choose a product and right-click. Click Explore.
  13. Choose a part and right-click. Click Document > Show Attached Documents.
    You can preview the reference document attached to the part.