View reference documents - CADWorx - Help

CADWorx Datasheets

Language
English
Product
CADWorx
Subproduct
Datasheets
Search by Category
Help
CADWorx Version
22

You can view reference documents by project or by tag.

View reference documents for the entire project

  • Click Document > All.

    The software opens the Document dialog box and displays all the reference documents in the active project.

  • You can make changes to any of the listed documents. Click Save, to save your changes.

  • If you change a document number of a document that has already been associated to an equipment number, the equipment number information in the list is updated to reflect the change.

  • Select a document and click Delete to remove it from the project database.

View reference documents for a specific equipment number

  • On the CADWorx Equipment Datasheets dialog box, click in an EquipNo cell to select an equipment number.

  • Click Document > <Equipment Number> > Documents and then select a document type.

    The software opens the Document Management for Tag <ID> dialog box and displays the documents that have been referenced to the selected tag.

  • You can make changes to any of the listed documents. Click Save, to save your changes.

  • To remove a document as a reference, select it and then click Delete. Deleting a reference only impacts the association between a document and an equipment number. It does not remove the document from the project database.