How to create new Documents - Intergraph Smart Completions - Intergraph Smart Completions Update 15 - Help - Hexagon

Intergraph Smart Completions Help (5.3.15)

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Intergraph Smart Completions
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Smart Completions Version
5.3.15

While you will add most documents through imports, you can also create individual documents manually within the software. You can create a blank document, copy an existing document, or use the Tag Creation wizard. The last is not used frequently, as most documents are provided from a different system.

When creating a blank document, these fields are provided:

  • Document ID is required.

  • We recommend a description.

  • Revision is required.

  • Category. If you use Categories, you must have already created them when importing.

  • Type: Please configure these before importing or creating any Document records. If you are manually creating a Document, you can create the Document Type by clicking on the dropdown.

  • Discipline: These should also be defined before creating any Documents, Assets, etc. The Disciplines create links between records, enable searching and better reporting. If Disciplines are not defined, please do so before creating Documents.

  • Project: Every Document must be assigned to any Projects that will use it. This assignment determines whether it will appear in dropdowns and searches in other managers within a project.

  • Native FIle: upload non-pdfs here. Be aware that users without access to some programs will not be able to access these files. For instance, if you upload an AutoCad file, only users with AutoCad installed will be able to open the file. It will be housed in the database regardless of access, though.

  • PDF file: upload pdfs of any line drawings, P&IDs, Installation Instructions (etc.) here.

  • URL: If you use a different program to house your Documents, you can upload the URL to each, specific document into this field. Within the Document manager, users can click this to fetch the latest Document from your system. Be aware that all users will generally need login credentials to the external site to be able to access the Document.

  • Location/Systemization toggle: If the Document has been assigned Systemization or Location data, enter it here.

Downloading Documents

While creating a new document, you can attach or import a Native file and/ or a PDF file. Click Files-RFI to download any selected file. Only users with manage rights can perform this action.

  1. Users without manage rights have to select the document and then download the related files.

  2. Users with manage rights, can download up to 10,000 Records without any document selection in the primary panel.

Documents&Drawing- Download

The document files could be of three categories:

Documents : The selected document which contains the native files or pdf files.

Revision History: Once the document is selected in the primary tab, select Revision History in the secondary tab and choose a row to download the document on the basis of Revision History. The downloaded files have Document Revision number as suffix.

Redlines: Once the document is selected in the primary tab, select Document Redlines in the secondary tab and choose a row to download the document on the basis of Redlines. When you choose the Redline option, the Native or PDF options are disabled as the documents are already available in pdf format. The downloaded files have Redline Revision number as suffix.