Create a new reference document - CADWorx - Help

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CADWorx Version
20.2

Reference documents that you create at the project level and save to the database can be associated to specific equipment numbers on an item-by-item basis. Alternatively, you can create a reference document that is associated only with a specific equipment number.

Create a new reference document for the active project

  1. Click Document > All.

    The software opens the Documents dialog box.

  2. Use the last row in the grid to define the new reference document.

    To quickly define the Document Path and Document File Name, click Map and then navigate to the appropriate file.

  3. Click Save.

    The software saves the reference document to the active project. After a document is saved to the project database, it can be associated to a specific tag. For more information, see Reference an existing document.

Create a reference document for a specific equipment number

There are two methods you can use to create a reference document for a specific equipment number.

Method 1:

  1. Select an equipment number in the equipment list table, and click Documents > <Equipment Number> Documents > Other Documents.

    The software opens the Document Management for Equipment <Equipment Number> dialog box.

  2. Click Create Doc.

  3. The software opens the Other Documents for Equipment <Equipment Number> dialog box.

  4. Define reference document properties as needed and then click Save.

    The new reference document information is displayed for the selected tag in the Document Management for Equipment <Equipment Number> dialog box.

  5. Click Exit to return to the CADWorx Equipment Datasheets dialog box.

Method 2:

  1. Select an equipment number in the equipment list table.

  2. Click Documents > <Equipment Number> Documents and then select the type of reference document you want to create.

    The software prompts you to define a document number for the document type you selected.

  3. Type the document number for the new reference document, and click OK.

    The software opens the Locate File for <Document Number> dialog box.

  4. Navigate to the file that you want to associate to the new document and then click Save.

    The software maps the document file, saves the document to the equipment number, and opens the referenced document for viewing.

    Alternatively, you can click Cancel to save the document number to the equipment number without mapping the file so it can be viewed.

  5. After viewing the document, close it to return to the CADWorx Equipment Datasheets main window.