Attach documents to the agreement - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

Intergraph Smart Materials Help (10.1)

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English (United States)
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Intergraph Smart Materials
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(WPF)
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Smart Materials/Smart Reference Data Version
10.1

You can attach documents to agreements by uploading files or using documents that are stored in the database.

Attach files

  1. Click Attach Com_Attach ICON > Attach File.

  2. Select file(s) and click Open.

  3. If needed, adjust the sequence in the Seq box.

  4. Optionally, update the document name in the Document Code cell.

  5. Optionally, type a document revision number in the Revision cell.

  6. Optionally, type the document description in the Short Description and Description cells.

  7. Optionally, update the date when the document was created in the Creation Date cell.

  8. Optionally, enter the number of pages of the document in the No. Pages cell.

  9. Optionally, enter the author of the document in the Author cell.

  10. Click Save.

SHARED Tip Click the filename to open and view the file.

  • The Highest Rev check box indicates if the highest revision of this document is attached. If this check box is not marked, a higher revision of this document is available.

  • The Changed check box indicates if the document has changed compared to the previous supplement. If a previous supplement (of the requisition, inquiry, agreement) exists, the check box is marked if any change has been applied to the document. This means that either the document revision has changed or that any change has been applied to the VDRs of a document. The check box is also marked if the document was added on a supplement greater than 0 (zero).

  • The Path Type shows where the document is stored: D (Database), P (Physical location in the file system). If path type is P, the path of the file is displayed in the Source Path cell.

  • The COR Number is only of interest if you are looking at the documents that are assigned to a change order (CO). This field contains the name/number of the COR (change order request) to which the document was originally assigned and which was converted into the CO that you are now viewing.

Add links

  1. Click Attach Com_Attach ICON > Add Link.

  2. Click Destination Com_LOV_Add ICON and select a pre-defined network path or share from the list.

  3. Click File Name SMat_Select_Record ICON and select a file.

  4. Click Add Link.

  5. Click Save.

Attach documents

  1. Click Attach Com_Attach ICON > Attach Document.

  2. Optionally, update the sequence in the Seq cell.

  3. Click Document Code Com_LOV_Add ICON and select a document.

  4. Click Save.

Attach hyperlinks

  1. Click Attach Com_Attach ICON > Attach Hyperlink.

  2. Optionally, update the sequence in the Seq cell.

  3. Type a document name in the Document Code cell.

  4. Type a valid hyperlink in the File Name cell.

  5. Click Save.

Create document revisions

  1. Select a document.

  2. Click Attach Com_Attach ICON > Create Revision.

  3. If needed, update the automatically generated revision.

  4. Click Create Revision.

The details of the document revision must be edited in the D.10.11 Documents screen in Smart Materials classic.

Attach document sets

  1. Click Attach Document Set Com_Set_Add ICON.

  2. Select the document set.

  3. Optionally, remove documents from the set by clearing the check box.

  4. Click Add.

  5. Optionally, update the sequence in the Seq cell.

  6. Click Save.

Remove documents

  1. Select document(s).

  2. Click Remove Document ICON Remove.

  3. Click Save.