Attaching documents - Intergraph Smart Materials - Version 10.1 - Help - Hexagon

Intergraph Smart Materials Classic Help

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Smart Materials/Smart Reference Data Version
10.1

You may need to attach documents, such as insurance certificates, to subcontracts. You can link to documents or upload documents.

For both linking and uploading, you must set up the network drives and shares on A.10.38 File Destinations.

Linking to documents

First, an administrator must define the file destinations, and then users can create links to the documents.

Define a file destination for a link

  1. In the menu tree, navigate to Smart > Administration > A.10 Base Information.

  2. Double-click A.10.38 File Destinations.

  3. In the Destination Code field, type some text to describe the destination. For example, you can type a project name or area.

  4. In the Type list, select Link.

  5. In the Destination Path field, type or paste a link.

    SHARED Tip Do not use http: or https: in the link. For example: //share.intergraph.com/spknowledge/scrum/ScrumAgileLibrary/

Create a document link

  1. In the menu tree, navigate to Smart > Others > Documentation > D.10 Documents.

  2. Double-click D.10.11 Documents.

  3. In the Document Code field, enter some text.

  4. In the Rev field, enter a revision number (or just use the default value).

  5. In the Path Type field, select Link.

  6. Then, click Link at the bottom of the screen.

  7. Select a link from A.10.38 File Destinations, and click OK.

  8. On the File Selection dialog box, select a file, and click Open.

  9. Save the record.

After saving, you can open a file by selecting a row and then clicking Open at the bottom of the screen.

Uploading documents

You can also upload documents to the application server or to the database.

To upload a document, you must have access (read/write) rights for the applicable network directories and shares. You can be a domain user or a local user on the application server. Each user must be created on A.60.01.01 with the password that authenticates them on the application server.

On A.10.38 File Destinations, an administrator specifies whether subdirectories are available for the upload functionality.