Supporting Documents

Supporting documents are intended to describe the change request (CR) and explain the reasons for the request.

To access this page:

  1. Search for or create the change request. See Predefined Queries for details.
  2. Click the Referential category.

The Supporting Documents page shows attributes of all documents attached to the CR. For more information, see Document Properties and Files Page.

This page discusses:

Columns

Column Description
Locked Files Shows the number of files locked / number of files checked into this document. For example, 2/4 indicates 2 files of the 4 files checked into this document are locked.
(Route) If the icon shows in the row, the document is included in an active route.
Name Click the name to view the properties for the document and the files checked into it
Title The title of the item
Rev The revision ID
Ver The version ID for a file, or an icon indicating multiple files
Type The content type
Actions The actions you can perform on the listed content. See File List for a Versioning Document.
Description A description of the content
State The current state of the document in its lifecycle

Actions/Toolbar Commands

Click any of the following commands from the page Actions menu or toolbar to work with the documents:

Command Description
Create New Create a supporting document. For details, see Creating a Sketch.
Add Existing Add one or more documents to the list. The Find page opens, where you can define criteria to search for sketches and BOM markups in the database. See Predefined Queries for details.
Download Copy checked files to your local computer without locking them on the server. Multiple files are downloaded in a single zip file.
Checkout Copy checked files to your local computer and lock them on the server.
Remove Supporting documents can be removed from the list by users with edit access. These users will see a check box for each row in the first column of the table. Only the owner is allowed to remove supporting documents from the list.

Check the box next to each item to remove and click Remove from the Actions menu,

This removes the relationship between the supporting document and the CR, but does not delete the supporting document from the database. To select all supporting documents for removal, click the check box in the title bar.