Creating a New Document
Create a software document or a software configuration data document using the New Document action to open the New Document window.
The New Document window divides the creation of a new document into three steps:
Step 1: Set Attributes — Identify Content
In the first section of the Set Attributes step, identify the content to be attached to a software document or software configuration data document using the following fields:
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Field Name
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Description
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Type
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Select Software Document or Software Config Data from the Type drop-down list.
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Template
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Displays a list of templates that provide a standard format for creating the document. A template is available to you only if it has been created by an administrator.
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Primary Content Source
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Displays a list of options to attach primary content to the document. Primary content can either be a single file or a single ZIP file with multiple files. If primary content is not required or you want to add it later, you can select No Content.
For all other primary content options, additional attribute fields appear based on the option you select. In those cases, further identify the primary content as described in the tables by primary content source.
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Local File Path
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Path to the local file containing the primary content. Use one of the following methods to specify the path:
• Type the file path in the Local File Path field.
• Click Browse next to the Local File Path field, select a file, and click Open.
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File Name
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If you selected Local File from the Primary Content Source drop-down menu, it displays the name of the selected file.
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URL
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If you selected URL from the Primary Content Source drop-down menu, enter the path to information available on a Web site.
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URL Label
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If you selected URL from the Primary Content Source drop-down menu, enter the display name for the URL.
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External Storage Location
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If you selected External Storage from the Primary Content Source drop-down menu, enter a description of the external location where the primary content is stored.
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External Storage Label
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If you selected External Storage from the Primary Content Source drop-down menu, enter a display name for the externally stored content.
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Software File Location
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If you selected Software File from the Primary Content Source drop-down menu, specify the adapter view location.
See Working with Software Files for information on how to manage primary source and attachment content to a software document or a software configuration data document. |
Step 2: Set Attributes — Identify Attributes
In the Attributes section of the Set Attributes step, specify attributes for the document using the following fields:
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Field Name
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Description
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Number
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An autogenerated number for the document. You cannot edit this field.
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Name
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Enter a name from 1–150 characters for the document. Otherwise, a name is automatically populated based on the file name that you selected as the primary content. You can edit the name if required.
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Description
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Enter a text description of 4000 or fewer characters for the document.
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Location
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Select one of the following items:
• Autoselect Folder—Uses a folder location that is predetermined by the object initialization rules for the context.
• Select Folder—Select the folder location of the document from a drop-down list. The list contains the name of the folder and subfolders in which the New Document action was launched.
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Life Cycle Template
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If this field appears, select the life cycle template you want to use for the document from the drop-down menu.
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Team Template
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If this field appears, select the life cycle team template you want to use for the document from the drop-down menu.
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Click the Keep checked out after checkin check box to keep the document checked out after it is created.
After you have set the attributes, perform one of the following actions:
• Click Finish to complete the document creation.
• Click Next to continue to the Set Attachments step.
Step 3—Set Attachments
The Attachments table allows you to attach one or more content items that are meaningful only in the context of the current document. These attachments cannot be checked in or checked out on their own. You can also access online help from the Attachments table.
From the Attachments table, identify the secondary content to be attached to the software document or software configuration data document using the following fields:
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Field Name
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Description
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Attach new local file |
Use to add attachment content from your local machine to Windchill. Click Browse to select a file on your local machine. You can also drag and drop one or more files to upload them as attachments: 1. Open a folder browser or resize the Windchill windows so that you can view your desktop. Select the files you want to upload as attachments. | To select multiple files, press CTRL as you select files. To select a contiguous block of files, select the first file and press SHIFT when selecting the last file. |
2. Click and drag the files to the Windchill action window and then release. |
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File Name
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If you selected Local File from the Attachments table, the name of the selected file is displayed.
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Attach New URL link |
Use to add a hyperlink to content stored on a website outside of Windchill. |
Attach new external storage  |
Use to attach physical objects or places as attachment content. |
Attach New Software File |
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Remove Selected Objects |
You can remove attachment content in the Attachments table by selecting one or more attachment content objects and then clicking . |
Click Finish to create the document.
A confirmation message appears after you have successfully created the document. The document object is then available in the Folder Contents table of the folder.
