Exploring Part Family Reference Documents

The Part Family Reference Documents shows documents connected to a part family.

To explore the list of reference documents for a part family:

  1. Open the part family. See Part Families.
  2. Click the Reference Documents category to list all documents connected to the part family.
  3. Optional: To view files for a document:
    1. Click the document name.
    2. Click the Files category.

    This table describes the columns in the list:

    Column Description
    Name Click any highlighted link in the Name column to view the Files page for that document.


    Indicates the how many files are attached and how many are locked. For example, 2/3 indicates that three files are attached and two of them are locked.


    Indicates whether an approval route is assigned to the document. If an icon appears for a document, the approval route is assigned.
    Title The document title specified when the file was checked in. This matches the title used in the Reference Documents table from the part family tabs.
    Rev The revision number or code. Click the revision to view the Revisions page. For details, see Parts Related to a Specification.
    Ver The version number or code. Click the version to view the File Versions page.
    Type The document type or subtype.
    Actions See the table below.
    Description Details about the contents of the document.
    State Current state of the object in its lifecycle.

    The following icons represent the actions you can perform on the listed content. For details, see Documents and Content. The available actions may vary depending on the state of the document.

    Icon Name Action


    Subscriptions To view and select subscriptions for a document.


    Download To download one or more files to your local computer. Browse to the directory or folder you want to contain the file.


    Check out and Lock To check out one or more files to your local computer and lock the files from other users who cannot unlock it. Navigate to the folder or directory you want to contain the file.


    Check in Check in and unlock one or more files.


    Upload Upload one or more new or additional files.