Managing Attachments to Portfolio Versions or Sellable Items

You can add, remove, preview, update, and otherwise manage the files attached to a portfolio version or a sellable item. In addition to the common types of 3DSpace files that you can add as attachments, you can also add 3DSwym community content and files from a 3DDrive folder.

This task shows you how to:

Before you begin: Open the portfolio version or sellable item whose attachments you want to manage.
See Also
Attachments

Upload a New File to Create an Attachment

You can add a file as an attachment by uploading it to the portfolio version or sellable item. This adds the file to 3DSpace and attaches it to the portfolio version or sellable item.

  1. In the identity card, click Information.
  2. Select the Attachments tab.
  3. Click Upload.
    The Windows Explorer opens so that you can select a file to upload to create a new attachment.
  4. Navigate to the file on your computer, then select it.
  5. Click Open.
    The file begins uploading to 3DSpace. A status bar shows the upload's progress.

When the upload is complete, the file is listed in the Attachments tab.

Add an Existing 3DSpace File as an Attachment

You can add an existing file as an attachment. In addition to the common types of 3DSpace files that are supported, you can also add 3DSwym community content and files from a 3DDrive folder.

Tip: You can also drag an existing file from the 3DSearch results, a 3DDrive folder, or from another app such as Document Management, and drop it into the drop zone of the Attachments tab to add it.

  1. In the identity card, click Information.
  2. Select the Attachments tab.
  3. Click Add Existing Documents.
    The 3DSearch results open so that you can select an existing file to add.
  4. Optional: Use the 6WTags or predefined queries to narrow the returned 3DSearch results to only the types of files that you want to add.

    For more information, see Refine App Content by Selecting Tags and Searching with Predefined Queries.

  5. From the 3DSearch results, select one or more files to add as an attachment.
  6. Click OK.

The file is listed in the Attachments tab.

Remove an Attachment

You can remove an attachment so that it is no longer associated with the portfolio version or sellable item.

Tip: You can select Remove from the context menu of any attachment to remove it.

  1. In the identity card, click Information.
  2. Select the Attachments tab.
  3. Select one or more files to remove as attachments.
  4. Click Remove.

The selected files are removed from the attachments list and are no longer attached to the portfolio version or sellable item.

Preview an Attachment

You can preview some files attached to the portfolio version or sellable item.

  1. In the identity card, click Information.
  2. Select the Attachments tab.
  3. From the context menu of the file that you want to view, select Preview.

If the file type is supported for viewing, the file opens in 3DPlay. For more information, see 3DPlay Web App. If the file type is not supported for viewing, you see an error message in 3DPlay. You cannot preview it in the 3DEXPERIENCE platform. Some common file types such as PPTX, DOCX, and TXT are not supported for previewing.

Download an Attachment

You can download most files attached to the portfolio version or sellable item.

Note: You cannot download 3DSwym community content.

  1. In the card, click Information.
  2. Select the Attachments tab.
  3. From the context menu of the attachment that you want to download, select Download.

The file downloads to your computer.

Upload an Updated Version of an Attachment

You can upload an updated version of a file attached to the portfolio version or sellable item.

Note: You cannot upload updated 3DSwym community content.

  1. In the identity card, click Information.
  2. Select the Attachments tab.
  3. From the context menu of the file that you want to update, select Upload File.
    The Windows Explorer opens so that you can select an updated version of the file to upload.
  4. Navigate to the file on your computer, then select it.
  5. Click Open.
    The file begins uploading to the database. A status bar shows the upload's progress. When the upload is complete, the updated file is now attached to the portfolio version or sellable item.

Open an Attachment in Another App

You can open the file attached to the portfolio version or sellable item in any other app that supports that file type.

  1. In the identity card, click Information.
  2. Select the Attachments tab.
  3. From the context menu of the file you want to open, select Open With.
  4. From the list of available apps, select the app in which you want to open the file.

    Note: Only apps that support the file type are available to select. You can open all documents in Document Management.

The attachment opens in the selected app.

View an Attachment's Properties

You can view the properties of a file attached to the portfolio version or sellable item.

  1. In the identity card, click Information.
  2. Select the Attachments tab.
  3. From an attachment's context menu, select Information.

The attachment's properties open in a new window. The properties listed depend on the attachment's file type.