Attaching Reference Document

This task shows you how to attach a reference document to a Part and synchronize in Collaborative Environment and integrated in VPM Navigator. Documents, specifications manuals, etc may be linked directly to the part they correspond to. Attaching documents to your product structure allows you to save time when navigating data. When you attach a document to a part you are attaching a specific version of the document. This means that when you version the part before the document, the new part version will have the same document attached. If the document is specific to the version of the part, you will need to version the document, detach the old version and attach the new version.

  1. In Collaborative Environment, to create a product structure, select Actions > Engineering > Create Part or In Collaborative Environment, select Search > Engineering > Find Parts....

    The Search window appears. In this scenario, you will search for a product structure. For more information about creating product structure see Engineering Central User's Guide.

  2. Click Search.

    A list of Parts is displayed in the result window.



  3. Select one of the parts and click on the selected part.

    The Part Properties window appears.

  4. In the Part navigation window, click Reference Documents.

    The Reference Documents window appears.



  5. Select Actions> Add Existing....

    The Find dialog box appears.



  6. Enter the search criteria and click Find.

    The Select dialog box appears.



  7. Select one of the reference documents and click Submit.

    The reference document is displayed in the Reference Documents window.

  8. In the Part navigation window, click Specifications.

    The Specifications window appears.

  9. Select Actions > Synchronize with Engineering....

    Note:

    • In Collaborative Environment, it is not possible for other users to access the document unless the default policy is modified by the creator of the document. For more information about synchronization, see Sharing Information Between VPM Editor and Engineering Central.
    • Only the Part reference gets synchronized.

  10. In VPM Navigator, enter a search string for a product in the Search box and click Search .

  11. A list of products corresponding to your search criteria appears.



  12. Right-click the selected product and select Explore.

    The product structure is explored.

  13. Right-click the product structure root and select Expand All.

  14. Right-click the selected part and select Document > Show Attached Documents.

    The reference document attached to the Part is displayed.