Update a document - HxGN SDx - Update 63 - Help

HxGN SDx Help

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English
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HxGN SDx
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SmartPlant Foundation / SDx Version
10

You can update the details of the document when it has a working version..

  1. Select a document.

  2. Select Actions > Update Document.

    SHARED Tip You can also use Update Latest Revision command.

  3. On the Update form, select the document properties, and values to update. Any related items are listed in separate tabs.

    You can also update the collaborating organizations from the Collaboration tab. This option is not available for Administration document classifications.

SHARED Tip If you rename a document, the unique identifier definition (UID) or unique key definition, as well as UIDs used in relationships, are updated, as necessary.

How do I assign an organization to multiple documents?

To relate a collaborating organization to multiple documents:

  1. In the Business Administration feature set, select Organizations.

  2. Select the organization in the list, and then select Actions > Bulk Assign Items.

  3. Use the relationship maintenance type control in the update form to relate the documents to the organization.