Associating a Document with an Object
The following types of documents can be associated with a manufacturing object:
Described By Documents
Reference Documents
CAD Documents
To associate a document to an object:
1. Select the object to which you want to associate the document.
2. Select the Documentation tab.
3. Click the icon in the table corresponding to the type of document you want to add.
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The availability of these actions is dependent on the type of object selected, and the user interface from which you are adding documents.
Action
Description
Insert Existing
Allows you to search for and add a relationship between the part and an existing document. Use the following procedure:
a. Click the Insert Existing icon .
b. Enter search parameters in the document search window and click OK to search.
c. Select one or more documents from the search result list and click OK. The newly added documents appear in the related document table.
Insert New
Provides the ability to add a relationship between the part and a newly created document in one operation. Use the following procedure:
a. Click the Insert New icon.
b. Enter document attributes and information in the New Document window and click Finish. The new document is created and appears in the related document table.
Remove Selected
Select one or more documents and click the Remove selected icon to remove their relationship to the part. The document disappears from the table.
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The document is not deleted from the database, only the relationship to the part is removed.
Copy Selected Object
Select one or more documents in the table and click this action to add them to the Windchill clipboard. Selected documents can be pasted from the clipboard to other operations.
For more information, see About the Clipboard.
Paste
Paste documents from the Windchill clipboard to the related documents table.
For more information, see About the Clipboard.
Paste Selection
Create relationships between the part and documents by opening the Windchill clipboard and selecting documents from the Paste Selection window.
For more information, see About the Clipboard.
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