Manage Documents

Use this screen to enter and maintain documents and to link documents to the parts to which they refer. Documents typically include drawings, parts lists, work instructions, test procedures, source control documents, and other documents that are used to engineer, manufacture, and procure products.

You can add, edit, clone, and delete a document in this screen and the Release Documents screen. However, if you selected the Use Separate Document Release Function check box in the Configure Bills of Material Settings screen, you can use only the Release Documents screen to modify document status, and modify or delete a document that has been released or made obsolete.

This screen has the following tabs:

• Document Details: Use this tab to enter or edit organization information, maintenance, and effective dates for the document.
• Locations: Use this tab to specify the path where the document is located in the server.
• Client/Project Information: Use this tab to enter or edit client and project information about the document.