Adding documents to Certificates - Intergraph Smart Completions - Intergraph Smart Completions Update 17 - Help - Hexagon

Intergraph Smart Completions Help (5.3.17)

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Smart Completions Version
5.3.17

You can attach documents to a certificate using the Files tab.

  1. In the Edit Certificate window, select Files tab.

  2. In the Files tab, fill the information of your upload in the Caption section.

    Edit certificate - Assurance Certificates

  3. Select Offline Mobile.

    SHARED Tip This enables the file attachment to download using the mobile application.

  4. Select Upload icon, and browse and select the required file to attach using the Choose File option.

    SHARED Tip A warning message is displayed, If the File Size is more than 3MB you cannot download the file using mobile application.

  5. Click OK. The files are uploaded successfully.

To verify the uploaded files, select the Files tab from the secondary panel, this will show all the attachments of the selected task. To search the flange joint tasks which have attachments, select Task Attachments > Yes from the side search panel, and click Search. This returns the results with all tasks with attachments.

Using the Files tab, you can now upload any number of attachments.

Click on Edit List to add documents to the selected certificate.

This benefits the import section as well. When you import a spreadsheet (XLS) that has fields, you can configure the field name to Documents (Name List).

  1. Open Imports manager.

  2. Select vCertificates, and click Import.

  3. Add the required spread sheet and click on the Select tab.

  4. All the fields present in the imported file are parsed and displayed on screen.

  5. Under the Field Name column, select the required option from the list available.

  6. For the column that contains document name, select Documents (Name List).

Assurance Certificate- Field name