Uploading Attachments to 3DEXPERIENCE

You can upload email attachments to 3DEXPERIENCE either as new documents or as new versions of existing documents.

This task shows you how to:

Before you begin:
  • Connect to the 3DEXPERIENCE.

Upload an Attachment

You can upload an email attachment to 3DEXPERIENCE as a new document object or as an attachment to an existing document object.

  1. Right-click an attachment, select 3DEXPERIENCE, and do one of the following.

    • Click Upload to.
      • Select A new document to upload the attachment to a new document.
      • Select An existing document to upload the attachment to an existing document object.
    • Click Upload all attachments to.
      • Select A new document to upload the attachment to a new document.
      • Select A single new document with all files to create a new document object and upload the attachment to it.
      • Select An existing document to upload the attachment to an existing document object.
        Note: You must lock the existing version of a document while creating a new version with that document.

  2. Browse to select a folder or a document where you want to save the attachment.

    • If you have opted to save the attachment as a new document, select a folder.
    • If you have opted to save the attachment to an existing document, select the required document.

    The email attachment is saved to 3DEXPERIENCE.

Upload Multiple Attachments

You can upload multiple email attachments to 3DEXPERIENCE platform as new documents or as attachments to existing documents object.

  1. Select the required attachments, right-click, select 3DEXPERIENCE, and do one of the following.

    • Click Upload to or Upload all attachments to
      • Select A new document to upload every attachment to a new document.
      • Select A single new document with all files to create a document object and upload the attachments to it.
        Note: If you are uploading an attachment, this option creates a document object with that single file.
      • Select An existing document to upload the attachments to an existing document object.
        Note: Lock the existing version of a document while creating a new version with that document.

  2. Browse to select a folder or a document where you want to save the attachments.

    • If you have opted to save the attachments as new documents, select a folder.
    • If you have opted to save the attachments to an existing document, select the required document.

    The email attachments are saved to 3DEXPERIENCE.