Managing Documents

You can manage, attach, and view documents in relation an object's applied materials.

This task shows you how to:

Before you begin: To open Material Finder, right-click a material in the Material Browser and select Explore.

Attach Documents to a Material

You can attach a document to a material.

  1. From the Compass, click Collaborative Lifecycle Management.
  2. From the Lifecycle section of the action bar, click New Content and scroll down to the Document section.
    There are four categories to choose from: DICTestCustoDocument, DICTestCustoDocument2, Document, and Engineering Document.
  3. Select the most suitable document option and from the Document tab, give your document a Title, Name, Description, and Policy.
  4. Under the Files Information tab, click Browse... and select the document to be attached.
    The File Name appears automatically. It is possible to add Comments.
  5. Click OK to complete the task.
    The document is stored in the database in read-only mode.
    Note: When you explore a material, you cannot change the properties of an attached document if you previously opened the material.

Show Attached Documents

You can show attached documents.

  1. In Me > Preferences > Legacy Preferences > Content Access > External Documents, select Show Attached Documents in Navigator Trees.
  2. In the tree, right-click a material and select Document > Show Attached Documents .