Create a new design document - SmartPlant Foundation - IM Update 48 - Help - Hexagon

The Design Document command allows you to create a new design document. This command creates the document master, and the first revision and version of the document.

1. Click File > New > Design Document.

   

   • Depending on your SmartPlant Foundation configuration, you may be required to select the type of document that you want to create on the File > New shortcut menu.

   • Depending on your configuration, other steps in this procedure may also be different.

2. In the New Design Document dialog box, expand the document category for which you want to create a document.

3. Select the document type for the new document.

4. Click Next.

5. Provide additional information for the new document. Asterisks (*) indicate required information.

   

   • Click the plus (+) sign to expand a section or click the minus (-) sign to collapse a section.

   • Check the Collapse sections automatically option to make open sections collapse automatically when you expand another section.

6. Click Next.

7. To attach a design file to the document version, click Add File.

8. Browse to the document that you want to attach, and click Open.

   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.

   

   • If the file that 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.

9. Make any necessary changes to the Description, Is Viewable, and Is Editable columns for the files in the Attach Files table.

10. To add other files, repeat the previous 3 steps.

11. Click Finish to create the document master, first revision, and first version

• When you create a document master, the status of the document master is set to Reserved.

• The status of the first revision is set to working, and the revise state is blank.

You can also create a new design document by right-clicking the document type that you want to create in the tree view and selecting Design Document.