Create a new reference document - CADWorx - Help

Reference documents that you create at the project level and save to the active project database can be associated to specific tags on a tag-by-tag basis. Alternatively, you can create a reference document that is associated only with a specific tag.

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, it can be associated to a specific tag. For more information, see Reference an existing document to a specific tag.

Create a new reference document for single tag

1. Select a tag in the instrument index table and click Documents > Tag's Reference Documents.

   The software opens the Document Management for Tag <ID> dialog box.

2. Click Create Doc.

3. The software opens the Reference Document to Tag <ID> dialog box.

4. Define reference document properties and then click Save.

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