Create an external company - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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

If you plan to distribute documents to external companies or clients using external transmittals, you must create external companies in the SmartPlant Foundation Desktop Client first. For more information about configuring the transmittal functionality, see Setting up transmittals.

  1. Click File > New > Organization / Support Items > External Company.

    You must have document controller or administrator role privileges to access the Organization / Support Items submenu.

  2. Type a Name and Description for the company.

    • An asterisk (*) indicates that an option is required to create a new object.

    • To make this organization available for external transmittals, select the External organization option in the Company optional interfaces section.

  3. Click Finish to create the company.