Attach a file to a document - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
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SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

The Attach File command allows you to attach files to the selected document version. This command is available from the Files submenu when you right-click on a document or from the main shortcut menu when you right-click on a file.

  1. Right-click the version of the document to which you want to attach a file and click Files > Attach File.

  2. Click Add File and browse to the file you want to attach.

    SHARED Tip You can select multiple files to attach to the document.

  3. Click Open, and then click OK to add the file to the list.

    To add other files, repeat steps 3-4.

    • If you do not want the attached file to be viewable in SmartPlant Foundation, click the Is Viewable column and change the selection to False.

    • If you do not want the attached file to be editable, click the Is Editable column and change the selection to False.

    • If the Delete local files check box is selected, the local copy of the file will be deleted once the file is checked into the vault.

    • The first time you open the Attach File dialog box, the Delete local files option is selected by default. Any time you clear the Delete local files option, the selection is stored in the local system to be used as default the next time you access this dialog box. Users can change their preference at any time by selecting this option.

    • In an integrated environment, you can attach additional files to a document that is published from an authoring tool.

  4. Click OK to attach the file or files to the document.

  • If the file you are attaching references other files and those files are already in SmartPlant Foundation, the software automatically creates relationships between the file and the reference files.

  • If there are duplicate copies of a reference file in SmartPlant Foundation, the software prompts you to select the appropriate reference file to attach.

  • If the file you attach references files that are not in SmartPlant Foundation, the software displays an error message to let you know that the referenced files do not already exist. You can create the relationship to the reference file later, after it has been added to SmartPlant Foundation.

  • The fully qualified file name of the file being attached must be less than 216 characters.