Creating Multiple Documents
The New Multiple Documents action allows you to add several documents at once. Once the documents have been created, you can add attachments to each document individually by editing them. For more information, see the Attachments topic.
If creating multiple documents at once from local files, you can also upload documents from a compressed file. For more information, see the Uploading Documents from a Compressed File topic. You can create multiple new documents at once from local files using the Windchill Desktop Integration utility.
You can create multiple documents using any of the following actions:
• Drag and drop one or more documents over the Folder Contents table.
• Click the “new multiple documents” icon 
on the Folder Contents table toolbar or select > from the table Actions menu.
on the Folder Contents table toolbar or select > from the table Actions menu.• Select > from the right-click actions menu in the Folder Contents, Products, or Libraries tables.
• Select > from the Actions menu on the Details page for a product or library.
• Click > Insert New Multiple Documents on the Structure tab actions toolbar. For more information, see Document Structure Actions.
Insert New Multiple Documents on the Structure tab actions toolbar. For more information, see Document Structure Actions.The New Multiple Documents window is displayed.
 | If your site has security labels enabled, you may see the Set Security Labels step. For more information about setting security labels, see Setting Security Labels while Creating Objects. |
To add or upload the documents, you can use the following steps:
1. From the Type dropdown menu, select the type of documents you are adding. This is applied to each new document. The options available are specific to your site.
2. If necessary, customize the table view to include additional document attribute fields. If an editable attribute is included in the table view, you can later set that attribute value for multiple documents at once. For information on customizing table views, see Customizing Table Views.
| | • Customize the table view before uploading files or adding document rows. Customizing the table view or selecting a new document type from the Type menu refreshes the table and removes any values you have entered. • The visibility of attributes is dependent upon the document type you have selected. |
3. Click the primary content icons on the Attributes table toolbar to add a table row with additional attribute fields:
Icon | Description | ||||
|---|---|---|---|---|---|
 | Upload a local file. Click Browse to select a file on your local machine. You can also drag and drop one or more files to upload them: a. Open a folder browser or resize the Windchill windows so that you can view your desktop. Select the files you want to upload.
b. Click and drag the files to the Windchill action window and then release. To replace a file, drop the new file directly over the existing file.  For more information, see Drag-and-Drop File Uploads.
| ||||
 | Create a link to an external website. A row is added to the Attributes table with the following fields: • File/URL/External Location—The full URL of the website to which you are linking. • Name—A unique name to identify the link. | ||||
 | Identify externally stored content. A row is added to the Attributes table with the following fields: • File/URL/External Location—Depending on the nature of the content, you can use this field to provide a description of the object, an address, file cabinet number, and so on. For example, the file cabinet number of the secure files you want to reference, or the location of a storage facility. Enter up to 2000 characters. • Name—A unique name to identify the content. | ||||
 | A document without content (for example, a placeholder for future documentation). You must provide a value in the Name field to identify the document.
|
4. Depending on your table view and the preferences set at your site, additional attribute columns might appear. If an attribute is editable, you can individually edit the attribute fields directly in the row for each document.
You can also edit attributes for multiple documents so that the selected documents have the same values for an attribute:
a. Select one or more documents in the Attributes table.
b. Click the “Edit Attribute Value” icon 
.
.c. From the Edit Attribute Value window, select an attribute from the Set menu. The attributes that are available are dependent upon whether they are included in the table view and if they are applicable to the document type.
d. Provide a value and click Apply or OK.
| | • Click Apply to set the value and keep the Edit Attribute Value window open. • Click OK to exit the Edit Attribute Value window and return to the New Multiple Documents window where the newly set value is displayed. |
For more information on setting cascading attribute values from the Edit Attribute Value window, see the “Setting Cascading Attribute Values” section in the Creating Multiple New Parts topic.
5. Click the remove icon 
to remove any documents you do not want to add.
to remove any documents you do not want to add.6. Once finished, click OK to create the documents.
| | • Name and Number are required attributes on a document. Documents will not be created for the rows that have a value missing for Name and Number. When all the rows in the New Multiple Documents window are missing a value for both Name and Number, an error message is displayed. • If you have omitted the values for any required attributes, an error message is displayed to inform you that valid information is missing for one or more required attributes along with the list of documents and their missing attributes. • Only the attributes required by document type are denoted with an asterisk (*). Attributes required for instances of the documents, due to cascading attribute rules, are not denoted with an asterisk (*). |