Document Management Common Tasks - Intergraph Smart Instrumentation - Help

Intergraph Smart Instrumentation Help

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Intergraph Smart Instrumentation
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Smart Instrumentation Version
13.1

The following tasks are used when you work with a document binder package to gather specifications and other related Smart Instrumentation documents that need to be maintained together.

Start the Document Binder Module

This procedure shows how you open the Document Binder module where you work with document binder packages.

Create a New Binder Package

This procedure shows you how to create a new binder package. A binder package is a group of documents or instrument specifications, and may include additional general notes and form notes. On creation of a new binder package, the software creates a complete set of folders. The software updates these folders as you assign documents to the binder package.

Assign an Instrument Specification to a Specification Binder Package

This procedure shows you how after creating a Specification Binder package, you can assign instrument specifications to it. On assigning a specification, the software automatically updates the Instrument Specification List. Furthermore, in the browser view, the software adds the status in the Tag Number column to Added for the instrument tags associated with the newly assigned specification.

Edit Binder Package Properties

This procedure shows how you can edit the properties of a binder package. You can rename a binder package and edit its description until the first time you add a revision to it. After that you can only edit the purchase order number and requisition number.

Number Pages in a General Document Binder Package

This procedure shows you how to add numbering to the documents in a General Binder package.

Number Pages in a Specification Binder Package

This procedure shows you how to define the numbering of the specification sheets in the Specification Binder Package.

Remove Selected Instrument Specifications from a Specification Binder Package

This procedure shows how to remove selected instrument specifications from a Specification Binder package when those specifications are no longer required.

Remove a Single Instrument Specification from a Specification Binder Package

This option shows how you can remove a single instrument specification from a Specification Binder package when the specification is no longer required.

Remove All Instrument Specifications from a Specification Binder Package

This option shows how you can remove all the instrument specifications from a Specification Binder package when the specifications are no longer required.

Delete a Binder Package

This procedure shows you how to delete a binder package. You can only delete a binder package if it has not yet been saved as a revision. In this case, if the binder package includes specifications, these must be removed first.

Manage Association of External Files with a Binder Package

These procedures show you how to manage external files that you associate with a binder package. You can associate a new file with the binder package, dissociate a file, or open an associated file. Associated files can be .doc, .txt, .bmp, .wav, .psr files, or any file formats that are supported by your Windows system.