Using the Attachments Panel

You can use the Attachments panel to attach documents to manufacturing objects and perform various actions on them.

This task shows you how to:

Before you begin: To open the Attachments panel, select a product from the tree and click the Attachment command in the Authoring section of the action bar.
Note: If you select another product in the tree, the view is updated automatically.
.

Attaching Documents

You can create and connect documents as attachments.

  1. If no documents are attached, the content pane opens.
  2. You can create new documents and associate them as attachments, or select existing documents from search results. To do so, two methods are available:
    • Either click:
      1. Upload Documents to browse folders and select one or more files to upload.
      2. Add Existing to select one or more documents from the list of existing documents to which you have access.
    • Or drag one or more files or existing documents to the content pane.

The content pane lists the attached documents. If a document is already attached, an error message displays.

Note: You can manipulate the content view:
  • Use the sort icon to sort the content by name, created date, modified date.
  • Use the switch icon to switch between tile view and grid view.

Removing Documents

You can remove the attached documents.

  1. Select the documents to remove.
  2. Right-click and select Remove in the toolbar.
    The documents are disconnected from the parent item.

Opening Documents

You can open attached documents, one document at a time.

  1. Select the document to open.
  2. Right-click and select Open With in the toolbar.
    The document opens.

Previewing Documents

You can preview attached documents, one document at a time.

  1. Select the document to preview.
  2. Right-click and select Preview in the toolbar.
    The preview pane opens, and displays the document's title and maturity state.
    Note: Click the Back button to close the preview pane.

Copying Link

You can copy a link to the attached documents, one document at a time.

  1. Select a document to copy.
  2. Right-click and select Copy Link in the toolbar.
    A dialog box opens.
  3. Copy the link to the document.
    The link to the selected document is copied to the clipboard. When this link is clicked, the document opens in the Document widget.

Displaying a Documents' Maturity State

You can display the maturity state of the attached documents, one document at a time.

  1. Select the documents for which to show this information.
  2. Right-click and select Maturity in the toolbar.
    The document's lifecycle displays.

Displaying a Document's Relations

You can display the objects connected to attached documents.

  1. Select the documents for which to show this information.
  2. Right-click and select Relations in the toolbar.
    The Relational Explorer displays, showing the objects connected to the documents.

Downloading Documents

You can download attached documents, one document at a time.

  1. Select the document to download.
  2. Right-click and select Download in the toolbar.
    The document is downloaded.
    Note: If a document has multiple files, they are downloaded as a ZIP archive.