Creating a Document as a Reference for a DMR

You can create a document (or any subtype of a document) as a reference item for a part. When creating a document as a reference item, you first create the document and then you upload files to that document.

Important: This app stores personal data in some settings. To follow good personal data management practices, Business Administrators might need to edit these settings to remove personal data, such as names, email addresses, and phone numbers.

Before you begin: View the reference items for a part. See Reference Items for a Part.
  1. Click Edit All.
  2. Click Actions > Documents > Add New.
  3. Enter these details:

    Field NameDescription
    NameEnter a name or click the AutoName check box to let the system define the name.
    TypeClick to select the type of document you want to create.
    TitleEnter a descriptive title for the document.
    DescriptionDetails about the document.
    OwnerClick to select the person responsible for the document. By default, it shows your name.
    PolicyIf the type you selected supports more than one policy, select the needed policy from the list.

  4. Click Done.
  5. To upload files into the document:

    You can upload files at any point after creating the document; you do not need to upload them immediately. You can add as many files as needed to the document.

    1. Click the name of the new document. The document opens showing its properties and file list.
    2. Click Actions > Upload/Checkin.
    3. Search for the file on your local computer and click Open.
    4. Enter comments related to the file.
    5. Click Done.
    See Documents and Content for complete details about working with files and documents.