Add documents (Configurator)

Documents can be added to a number of objects in the Configurator.

See Documents and attachments for more information.

Select the desired object in the Data Pane and go to the tab Documents.

Click New Document to add a document. In the dialog box Add Document Wizard, a Name (Mandatory) and a Description of the document can be added. In some cases, an ID (field to be completed at your discretion, to assign an individual ID) or a Category (field to be completed at your discretion, to assign an individual category) can be added.

Overview of the locations where documents can be added in the Configurator:
The availability of the objects depends on the purchased modules.

Item Management

Object Navigation Link
Item Items > vertical tab General
Phantom Item Phantom Items > vertical tab General
If the document will be used as a product image in the RF client, the ID Product Image must be selected in the drop-down menu ID.

Production Management

Object Navigation Link
Machine Resource Types > machine (Navigation Pane) > vertical tab General
Work Center Resource Types > work center (Navigation Pane) > vertical tab General
External Work Center External Work Centers > vertical tab General
Tool Tools
Operation Step Resource Types > Operations > Operation Steps
Instruction
  • Resource Types > Operations > Instructions
  • Machine / Work Center (Navigation Pane) > Operations > Instructions

Inspection Management

Object Navigation Link
Inspection Instruction Inspection Instructions

For an overview of the possible document types which can be added, see Documents and attachments.

The properties of the document can be added via the tab or the option group Properties.