Folders and Documents

Documents & Files Overview

A document is an ENOVIA container for files.

Files must reside in documents and do not exist independently in the ENOVIA Vault.
Files in a document can be versioned, but versions are not required.
Documents do not get versioned, except for Release Documents where both the document and the files within can be versioned.
A document can be added to folder(s) for organizational purposes or can simply exist in the ENOVIA Vault.

Product and project documentation captured in PLM, instead of email or other ad-hoc methods, allows the entire company and extended enterprise to take advantage of shared information.

A single source of truth prevents team members from overwriting each others' information when collaborating.

You can do the following with documents and associated files:

Documents	Files
View a Document Create a Document Add a New File to a Document Download a Document (all of the contained files) Checkout a Document (all of the contained files) Subscribe to Document Delete a Document	View a File View all Versions of a File Download a File Checkout a File Lock / Unlock a File Checkin a File Delete a File or File Version

Document Types

There are two types of documents: Non-Revisioned and Revisioned.

Document Types	Description	State	Types
Non Revisioned	Project Documents: meeting minutes, program schedules, and contracts contained in project folders.	Exists	Document
Non Revisioned	Reference Documents: tolerance analyses, some reports, and inspection data are supporting documents for parts and ECs.	Exists	Document
Revisioned	Release documents describe a part and are automatically created for mechanical or electrical parts. Typically, they are released into Production using an Engineering Change (EC).	Create Peer Review Complete	ECAD or MCAD Model: 3-D CAD model part file. CAD Drawing: 2-D drawing file. Drawing Print: CGM, PDF, JPG, TIFF, of the drawing (prints can be viewed without a CAD system).