Enables you to enter and manage the properties of a document. You can define the document name, select an appropriate template, and type a description. On the Revisions tab, you can enter and manage internal document revisions. On the Associated Items tab, you can associate items for multi-item schematics. Note that if you open this dialog without first opening a pertinent document, all the dialog options are in view mode only.
Document number
Allows you to type the document name.
Document title
Allows you to type the name of the document. Note that this is a required field which is necessary for publishing the document to SmartPlant Foundation. The software fills this property automatically with the value displayed under Document number. You can replace this text with another alphanumeric string as you see fit. If this property is left blank, the current document will not be published.
Template name
Allows you to choose an appropriate template for your drawing. This option is available only for all composite drawings and conventional SLDs, wiring diagrams, cable block diagrams, and PDB layout drawings.
-
When selecting a template for a composite drawing, make sure that you select an Enterprise template, that is, a template that is suitable for composite drawings and which is compatible with other applications. Selecting a conventional template for a composite drawing will result in the inability of the software to resolve the macros in the drawing. You can, however, select an Enterprise template for a conventional drawing.
-
Make sure that all the templates residing in the default location for composite drawing templates are Enterprise templates. These templates are suitable for composite drawings and are compatible with other applications. You define the default location in the Locations window of Options Manager.
Description
Allows you to type the document description.
Allow document publishing
Select to allow publishing of the current document.
Scale factor
Available only for SLDs and PDB layout drawings:
SLD drawings
Allows you to scale the content of the entire single line diagram including all the symbols, connectors, graphics that you insert into the drawing, and all the distances between the graphical elements in the SLD. The only part of the drawing that is not affected by the scale factor is the title block.
The scale factor value that you enter represents the size ratio between the original size of the symbols (as they were created in Catalog Manager) and their size displayed in a generated SLD. SeeScaling the Content of an SLD Drawing. or example, if you enter 0.5, the size ratio will be 1:2 (the displayed size becomes smaller than the original size of the symbols). However, if you enter 2, the size ratio will be 2:1 (the displayed size becomes bigger than the original size of the symbols).
PDB layouts
The scale factor value that you to enter represents the size ratio between the physical size of the PDB and its representation in the drawing. You can only enter a whole number without a fraction. For example, if you enter 17, the size ratio will be 1:17 (the drawing representation will be 17 times smaller than the actual size of the PDB).
For multi-tag schematics only:
Multi-tag typical schematic
Allows you to select a multi-tag typical schematic when you first create a multi-tag schematic document. A multi-tag schematic is one that includes in its definitions multi-tag blocks with header and list macros used to display the tag data. After you associate items with the document, the software displays this property in view mode only. Note that this property is not available for single tag schematics.
Display cable types in cable block diagrams
Allows you to choose the cable types to be displayed in your cable block diagram. You can change the cable type at any time by opening the Document Properties dialog and selecting or clearing the relevant check boxes. Selecting a particular check box displays the cables of that type on your cable block diagram. The available options are:
Power
Instrumentation
Control
Grounding
Display only cables connecting two visible items
Select to display only those cables that connect between two items that are actually visible on the drawing. If only one of the items is visible, the cable is not displayed. This option applies only to the cable types that you choose to display. Clear this check box to display all cables of the selected types.
Exclusion filter
Allows you to filter out unnecessary cables from a conventional cable block diagram. The software applies the selected filter after selecting OK on the Document Properties dialog. The cables that comply with the selected filter will be hidden in the current CBD.
(Ellipsis)
Allows you to select a filter that filters out unnecessary cables from a conventional cable block diagram.
Clear
Clears the filter box. If no filter is selected, the software displays all the existing cables in a generated conventional cable block diagram.
For cable block diagrams only:
Focal item
Allows you to define a focal item for a cable block diagram. A focal item is a plant item which is associated with a specific cable block diagram. An item can be associated with more than one CBD.
Find
Opens the Find dialog that allows you to select an appropriate item that will function as the focal item.
Clear
Allows you to dissociate the focal item from the current CBD.
For registered reports only:
Report item type
Displays the main item that the selected report template represents.
Document main item type
For certain report item types only, allows you to select an item type related to the document, for example, where the report item type is Electrical Equipment, you can select from this list Cable, Converting Equipment, Motor, and so forth. The value that you select is for information purposes only.