This button is used to attach or link documents to the nodes and positions in the BOM. When you select this command, the Attached Documents page opens which allows you to attach documents (predefined in the Documents page in the Others Module) to the selected WBS.
-
Click Attach Document and then in the Attach Document window, click Attach>> New Document, then do the following:
-
Type the Document Code, Sequence and the Revision code.
0 is the default value for the Revision.
-
Select the appropriate radio button:
-
To attach a physical copy, select the Physical radio button, type the Source Path and the File Name and click Attach. Optionally, add Short Description, Description, No. of Pages, Creation Date, Changed Date and Author.
-
To attach a link, select the Link radio button, and then select the destination from the File Destination list in the Source Path box. The source path address is automatically copied. Click Browse to add the File Name and paste the source path address in the folder address bar and select the appropriate file and click Attach. Optionally, add Short Description, Description, No. of Pages, Creation Date, Changed Date and Author.
-
To attach a document from the DB storage, select the DB Storage radio button and in the File Name box, add the document by clicking Browse and click Attach. Optionally, add Short Description, Description, No. of Pages, Creation Date, Changed Date and Author.
-
To attach a hyperlink, select the Hyperlink radio button and in the File Name box, paste the hyperlink and click Attach. Optionally, add Short Description, Description, No. of Pages, Creation Date, Changed Date and Author.
-
-
-
To open an attached document, do the following:
-
For a Hyperlink path type, click the specific File Name to download the file.
-
For a DB Storage path type, click the specific File Name to download the file.
-
For a Link path type, click on the specific File Name to open the Copy Link Path window. Click Copy to Clipboard and paste the link in a new tab in the browser to open it.
-
For a Physical document type, click the specific File Name to open it in the new browser window.
-
-
Document Code and Revision should be unique and are mandatory.
-
The DBA setting VALIDATE_ATTACHMENT_URLS defines the validation on filenames of attachments in the Documents and Attachments screen in Smart Materials Web. This validation would occur for document types of Physical, Link and Hyperlink. This setting has the valid values of Y or N.
-
The DBA Settings ATTACHMENT_ALLOWED_URLS defines the attachment whitelist by specifying the list of URLs or UNC paths which are allowed when attaching files. The URLs are validated irrespective of whether they are active or inactive when the DBA Setting VALIDATE_ATTACHMENT_URLS is set to Y.
To display the highest revision for a document, select the specific document and
click Set Highest Revision.
Attach a Document List
-
To attach a new document list, click Attach Document and then in the Attach Document window, click Attach>> Document List.
-
In the Document List window, select the check boxes for the documents you want to attach and click Add.
To see only the highest revision of the documents, select the check box for Display
Only Highest Revision.
Attach a Document Set
-
To attach a new document list, click Attach Document and then in the Attach Document window, click Attach>> Document Set.
-
In the Attach Document Set window, select the specific radio button in the Document Set grid and click Add.
By default, all the documents under a set are selected. To select a specific document(s),
select the appropriate check box(es) in the Document Set Details grid for the documents you want to attach and click Add.
Create a revision for a document
-
To create a revision for an existing document, select the specific document and click Revision.
-
In the New Document Revision window, type a value in the New Revision box and click Create Revision.