View reference documents - CADWorx - Help

CADWorx Datasheets

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English (United States)
Product
CADWorx
Subproduct
Datasheets
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Help
CADWorx Version
20.2

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.