Upload a document - HxGN SDx - Update 64 - Help

HxGN SDx Help

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English
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HxGN SDx
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SmartPlant Foundation / SDx Version
10

If you want to submit a document without using CSV, then:

  1. In the Submittals feature set, click Upload Document.

  2. On the Upload Document form, select the document using the search functionality.

    • The search result filters the document based on the entry point given in parameter 2 of UploadDocument client API. For more information on the client API, see UploadDocument client API and its delivered method.

    • On selecting the document, the system automatically populates the existing revision scheme and suggests the next major and minor revision.

  3. Select one or more issue purposes.

  4. In New Files, drag the files or select the file system where you want to access the files to attach to the new version of the document.

    You cannot upload certain file formats or file name extensions. For more information, see Site Settings node properties.

  5. Click Apply to upload the document into the system and stay on the form to upload another document or click Finish to upload the document and exit the form.

    The new revision is routed to the QA Review Verification workflow, which verifies if the document revision has been reviewed at the same revision and issue purpose, and if not reviewed, routes the revision to the QA Review workflow.

For information about the functionality available to a role, see the HxGN SDx Roles matrix.