Windchill Fundamentals > Working with Windchill Objects > Documents > Windchill Desktop Integration > Windchill Menu Actions > Create Documents Using DTI
Create Documents Using DTI
You can use Windchill Desktop Integration to create documents from local files without opening the Windchill web application in a browser.
Depending on the action, the desktop integration New Document or New Multiple Documents window opens. From here, you can set the Windchill attributes that are associated with the selected primary content file.
New Document—Create a new Windchill document with the selected file as its primary content.
If you are working from a Microsoft Office application, you must have a file open and saved before creating a new Windchill document. Otherwise, an error message appears.
New Document from Template—Create a new document from an existing Windchill document template. A new file opens to display a standard format for you to use when authoring the document.
The template is opened in its native application. For example, if you launch this action from a PDF file and select a template that is in .docx format, the template opens in Microsoft Word.
Use the New Document from Attachment action to create documents from Microsoft Outlook message attachments.
Drag and drop one or more files from your local machine to a folder under the Windchill Documents node.
If you are attempting to create a new document using a file that has previously been downloaded from the same Windchill server, the Check In window opens instead.
To force a new document action, you can do one of the following:
Press the Ctrl key while dragging and dropping the files.
Remove the document property that identifies the document as a Windchill object. To do this, use the Remove Windchill Info action.
File > Save As
If you have a PDF or a Microsoft Office document open, you can select File > Save As from the application menu. Navigate to a folder under the Windchill Documents node.
From the right-click actions under the Windchill Documents node, select New > Document.
The ability to create documents without content is controlled by the Primary Content Enforcement preference. For more information, see Content Management Preferences.
New Document
When creating a document, the options that appear vary depending on how you launched the action. For example, if you are creating a document without content, Set Context, Keep document open, and Keep checked out after checkin do not appear.
1. If the Set Context step appears, use the drop-down menu to select a recent context or click the find icon to search for additional contexts. To specify a subfolder or subdomain, click the set location icon .
2. Under the Set Attributes step, select the type of document you are adding from the Type drop-down menu. The options available are specific to your site.
3. Specify the remaining document attributes in the following fields:
Enter a unique name to identify the document. If you select a file as primary content, a name is automatically generated based on the filename.
Enter a description of the document.
Autoselect Folder—Accept the folder location of the document according to the object initialization rules for the context.
Select Folder—Navigate to a new folder location for the document. Click the folder location icon to browse to a new folder.
Depending on the settings placed by your site administrators, additional attribute fields might appear.
If your site has security labels enabled, see Security Labels and Desktop Integration.
If an organization identifier field appears, select an organization or an organization identifier, such as a CAGE code or DUNS number, with which you can associate the document. Whether this field appears is determined by the preferences set at your site. For more information, see Owning Organization Participants.
4. Select one of the following options:
Keep checked out after checkin—Lock the document for editing after you have created it.
Keep document open—Keep the document open in Microsoft Office after you have created it.
You can control what options are selected by default. For more information, see Desktop Integration Preferences.
5. Click Finish to create the new document.
New Multiple Documents
The New Multiple Documents window appears when you drag and drop one or more files into a folder under the Windchill Documents node.
1. From the Type drop-down 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 set that attribute value for multiple documents at once. For information on customizing table views, see Customizing Table Views.
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. Depending on your table view and the preferences set at your site, additional attribute columns might appear. If an attribute is editable, you can set its value for multiple documents at once.
a. Select one or more documents in the Attributes table.
b. Click the edit attribute 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.
4. Once finished, click OK to create the documents.