Creating Documents

A document is any form of communication relevant to the design or manufacturing process (or any document relevant to your organization) contained in an electronic file. These can include specifications, drawings, reports, design information, company templates and human resource forms. This task shows you how to create a document and save it in the vault. Creating a system document not only allows you to control the actual document file by storing it in the vault, but also stores and maintains data about the document. This data includes the status of the document, document user, creation and modification dates, etc. Creating and storing documents in the vault will remove the need for an external document management application to keep a list of the Non-CATIA file types that are allowed to be stored in the database. This makes for quicker and easier enabling of your customized file extensions inside the system and external document management. In this example you will see how to create a document using an existing Microsoft Word Document and save it in the vault.

  1. Select PLM Access > New .

    The New - PLM Type dialog box appears.



  2. Select All Types > Document . Click Next.

    The Select File and the Document / VPM Document DS dialog boxes appear.

    Note: List of allowed file extensions is displayed in the Save as type box of the Select File dialog box.



  3. Browse for your document in the Select File dialog box.

    Select the document from the list and Click Save.

    Note: If you close the Select File dialog box without selecting a file, you can manually fill in the fields as long as the file name specified refers to an existing file that can be accessed by your computer, and click Finish.

    The Select File dialog box is closed. The attribute data is automatically populated in the Name, Document Name, and the File Name attributes in the Document / VPM Document DS dialog box.



    Important:
    • The Name must be unique. If you attempt to create a document that has already been created and saved in the database, a warning message appears and a time stamp will be appended to the document name to make it unique.
    • All mandatory attribute information must be completed before proceeding.
    • It is possible to create a document which is opened in another application.

  4. Click Finish.

    The newly created document is checked into the vault, saved in the database, and displayed in the Search results window.



  5. If your proposed name was not unique and you received the warning message, the unique document name with a time stamp is automatically populated into the Name field.



  6. After clicking finish, you can refresh the search to see both documents in the search results.



    Note: You cannot create or insert a VPM Document under Workspace Vault.