Managing Documents
Create a software document or a software configuration data document using New Document and New Multiple Documents from various locations throughout Windchill
• Actions menu on the Details page for a product or library.
• Actions menu for a context on the Products or Libraries table.
• Right-click actions menu from a folder on the Folder Contents table and other various tables.
• Toolbar icons, such as New Document
, or Multiple Documents
on various tables.
Edit a software document or a software configuration data document using the following methods:
• Select Check Out and Edit from the actions menu of the Folder Contents table.
• Select Check Out and Edit from the right-click actions menu in a table row.
• Select Edit from the right-click actions menu in a table row if you have already checked out the document.
• Select Check Out and Edit from the actions menu on the information page of a document.
• Select Edit from the actions menu on the information page of the document if you have already checked it out.
Attach, replace, or remove primary source and attachment content for a software document or a software configuration data document using the following methods:
• From the software document, or software configuration data document information page
Content tab,
add/edit/remove attachments
in the
Attachments table.
• Toolbar icons, such as New Document
and New Multiple Documents
on various tables.
• The New Document, New Multiple Documents, and Edit Document window.
• The toolbar, Attach New Software File
in the Attachments table.
• The toolbar, Attach New Local File
in the Attachments table.
• The toolbar, Attach New URL
in the Attachments table.
• The toolbar, Attach New External Storage
in the Attachments table
• The toolbar, Remove Selected Objects
in the Attachments table.