In Smart Reference Data, documents are used as a mechanism to store files, such as attachments for requisitions, images, symbol files, and so forth.
A document can have multiple files associated with it. You can upload, link, and open files. You can also link a document to a symbol.
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When the document management and part data basis features are used on a client machine for the first time, the logged in user running Smart Reference Data must have administrative privileges.
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If you are trying to use symbol manager for the first time, you must have write permissions to the, C:\Program Files\INTERGRAPH\Smart Reference Data 2040 (This file may be hidden. Please unhide and try again).
The ZX_CD_DO project default specifies whether it's possible to change a document after approval.
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If the project default value is Y, it is possible to change a document record attached to an approved requisition, inquiry, or agreement.
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If the project default value is N, it is not possible to change a document record attached to an approved requisition, inquiry, or agreement. The document row in the grid will have a dark gray background indicating it is read-only.
The Smart3DSymbols view contains the symbol management columns, and can be loaded by selecting Smart3DSymbols from the View list.
The Smart3DSymbols view cannot be modified or deleted.
All available grid columns are listed and described below:
Document Code - Specifies the name (code) of the document.
Manual - Indicates whether this document has been inserted manually or via data load from an ASCII file.
SmartPlant - Indicates if this document has been retrieved from a SmartPlant integrated environment.
Version - Specifies the document version from SmartPlant. This field is read-only.
Rev - Specifies the revision of the document in Smart Reference Data. Revision numbers can only be updated if project default ZX_UPD_RE has been set to Y.
SmartPlant Version UID - Specifies the SmartPlant Foundation UID of the particular version of this document.
SmartPlant Rev - Specifies the revision of this document in the SmartPlant Foundation environment. This revision may be different from the revision of the document in Smart Reference Data because in Smart Reference Data, the revision of a document must be unique. When a document with the same SmartPlant Foundation revision but a different version is retrieved, the Smart Reference Data revision is increased by one.
Short Desc - Specifies the language dependent short description of the document.
Description - Specifies the language dependent description of the document.
Category - Specifies the SmartPlant document category. A category contains document types.
Type - Specifies the type of the document. For documents from SmartPlant, the document type belongs to a document category and may contain document subtypes.
Subtype - Specifies the SmartPlant document subtype. A subtype belongs to a document type.
Symbol Library Name - Specifies the symbol library name.
Symbol Library Version - Specifies the version of the symbol library.
Compatible Version Range - Specifies the compatible version range for the symbol library.
You must provide all symbol library information, which includes a combination of symbol
library name, symbol library version, and compatible version range.
Title - Specifies the document title from SmartPlant. This field is optional.
UID - Specifies the unique identifier of this document in the SmartPlant environment. This field is mandatory for documents from SmartPlant.
Org. Document Code - Specifies the original document name from SmartPlant. This column will be filled with the document name only if a conflict of duplicate document names occurs. To guarantee uniqueness within the software, the Document Code column contains a concatenation of the ID and a substring of the document code.
SmartPlant Plant - Specifies SmartPlant plant name the document has been retrieved from.
SmartPlant Project - Specifies the original SmartPlant project name the document has been retrieved from.
No. Pages - Enter the number of pages.
Document Date - Enter the date when the document was created.
This value is checked against the ZX_DAT_MIN and ZX_DAT_MAX project defaults. If the date is not within these boundaries, a message appears.
Changed Date - Enter the date when the document was last changed.
This value is checked against the ZX_DAT_MIN and ZX_DAT_MAX project defaults. If the date is not within these boundaries, a message appears.
Comment - Enter a comment for the document (maximum 240 characters).
Client Ref. - Specifies the client reference (the name of the document the client is using).
Partner Ref. - Specifies the partner reference (the name of the document a partner is using).
List of Units - Specifies the list of units concerning this document.
Discipline - Specifies the name of the discipline in which the document has been created.
Material Code - Specifies the main material code.
List of Tags - Specifies the list of tag numbers for this document.
Origin - An origin represents whose office is responsible for the information. If the origin
code that you manually enter here is not available in the Selection list 
, you are given the following options.
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Clicking Yes allows you to create an origin code.
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Clicking No does not create an origin code.
Path Type - Three path types are available: Physical, Link, and DB Storage.
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If the path type is Link, the browser will be opened using the Source Path and File Name information when you click Open.
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If the path type is DB Storage, the document has been saved in the database and is retrieved correspondingly.
Source Path - Specifies the path of the file containing the document. This field is not available for the DB Storage path type.
File Name - Enter the file name of the document.
Format - Specifies the format of the document.
Author - Enter the author of the document.
Changed By - Enter the person who last changed the document.
Authorized By - Enter the person who authorized the document.
Authorization Date - Enter the date of authorization.
This value is checked against the ZX_DAT_MIN and ZX_DAT_MAX project defaults. If the date is not within these boundaries, a message appears.
Status - Enter the document status.
Parent Document Code - Select a code from the Selection list , or enter the name (code) of the parent document.
Parent Rev - Displays the parent document revision number.
Reference - Enter the library reference for the document.
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