Viewing and modifying associated documents - HxGN EAM - 12.0.1 - Help - Hexagon

HxGN EAM Help

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English
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HxGN EAM
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HxGN EAM Version
12.0.1

View or edit documents associated to the entity.

This popup is used when an entity does not have a Documents tab. To view and modify associated documents:

  1. Select Materials > Parts.

  2. Select the part for which to view or modify a document, and then click the Stores tab.

  3. Select a store, and then click Add/Edit Documents.

  4. Choose one of these options as necessary:

    Option

    Description

    To view or modify a document

    Click View/Edit Document. Follow steps 5-10.

    To associate a document to an entity

    Click Add Document. Follow steps 5-10.

    To create or upload a document

    Click Create/Upload Document. See Uploading documents to the application.

  5. Specify this information:

    Document - Specify the document to view or edit. The system automatically populates Document Description.

    Print with Work Order - Select to print the document with the work order.

    Copy to Work Order - Select to copy the document to the work order.

    Print with Purchase Order - Select to print the document with the purchase order.

    Copy to Purchase Order - Select to copy the document to the purchase order.

  6. Click Save.

    • To view the document, click View/Edit Document. Click View Document.

    • To remove or modify the document link, click View/Edit Document. Click Remove Document Link.