Folders and Documents

  Create a Document

Documents may be created in various contexts in ENOVIA:

To create a document from a part, see Create a Part Specification.

 

Create a Document in a Project Folder

  1. Navigate to a project folder to which you have Add access.

  1. Click on the page tool bar.

  2. Select Document/Files > Create New Document.

The Step 1 of 2: Specify Details window displays.

If Create Document is not shown in the Actions menu, you do not have Add access to this folder.

  1. Enter document Title.

  1. Enter document Description (optional).

  2. Click Next.

The Step 2 of 2: Upload Files window displays.

  1. Click the File/Format button to locate and add files to the document.

  2. Navigate to a file and select it.

  3. Enter Comments.

Repeat for as many files as you wish to add to the document.

  1. Click .

The Folder contents redisplay with the new document. Click if it does not appear.

Create on Documents Page

To create a document independent of a project:

  1. Select Collaboration and Approvals App > Documents.

  1. Click on the page tool bar.

  2. Select Create Document.

The Step 1 of 2: Specify Details window displays.

  1. Click the Design Responsibility field Browse/Choose button.

Search for and select the project.

Your default RDO, if set, will be added to this field. See Set a Default RDO.

  1. Enter document Title.

  2. Enter document Description (optional).

  3. Click Next.

The Step 2 of 2: Upload Files window displays.

  1. Click the File/Format button to locate and add files to the document.

  2. Navigate to a file and select it.

  3. Enter Comments.

Repeat for as many files as you wish to add to the document.

  1. Click .

The Documents page redisplays with the new document.

Create a Document from Global Tool Bar

To create a document independent of a project:

  1. Select > General > Create Document on the ENOVIA Top Bar.

The Step 1 of 2: Specify Details window displays.

  1. Click the Design Responsibility field Browse/Choose button.

Search for and select the project.

Your default RDO, if set, will be added to this field. See Set a Default RDO.

  1. Enter document Title.

  2. Enter document Description (optional).

  3. Click Next.

The Step 2 of 2: Upload Files window displays.

  1. Click the File/Format button.

  2. Navigate to a file and select it.

  3. Enter Comments.

Repeat for as many files as you wish to add to the document.

  1. Click .

The Document is created and displays the Properties page.

Page Last Updated:  30 Dec 2016