Managing Documents

You can attach a new or an existing document to a logical reference.

This task shows you how to:

Insert a New Document as Specification or Reference

The specification document added to a logical reference are listed as children of the logical reference.

  1. Right-click the required logical reference and select Insert New > Document > As Reference/ As Specification.
    The file explorer opens.
  2. Select the required document and click Open.
    The inserted document is created in the database and appears under the following category node as per the selection of context menu.
    • Inserted As Reference- appears under the attached document category node of the selected logical reference.
    • Inserted As Specification- appears under the specification document category node of the selected logical reference.
      Note: You cannot add documents as specifications or references to a released logical reference.

Insert an Existing Document as Specification or Reference

You can add a document from the database as specification or reference.

  1. Right-click the required logical reference and select Insert Existing > Document > As Reference/ As Specification.
    The 3DSearch widget opens.
  2. Select the document and click OK.
    The inserted document is created in the database and appears under the following category node as per the selection of context menu.
    • Inserted As Reference- appears under the attached document category node of the selected logical reference.
    • Inserted As Specification- appears under specification document category node of the selected logical reference.
      Note: You cannot add documents as specifications or references to a released logical reference.

Download a Document

You can download the attached document to a logical reference.

Right-click the required Attached / Specification Document instance and select Download.
The document is downloaded.

Detach a Document

You can detach a document from a logical reference.

Right-click the required Attached / Specification Document instance and select Detach.
The document is detached from the logical reference.

View Information of the Attached Document

You can view the information of the attached document.

Right-click the required Attached / Specification Document and select Information.
The properties panel is displayed.

Transfer an Attached Document

You can transfer ownership of the attached document.

  1. Right-click the required Document and select Move To.
    The Move dialog box appears.
  2. Select a new owner and click Apply.
    The ownership of the document is transferred to the new owner.