Create and manage documents in the Desktop Client - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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English
Product
SmartPlant Foundation
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SmartPlant Foundation / SDx Version
10
SmartPlant Markup Plus Version
10.0 (2019)
Smart Review Version
2020 (15.0)

Use the following topics to understand how to create and manage documents in the Desktop Client.

Activate dialog box

Used to activate reserved vendor documents, creating the first revision and version.

Name - Displays the name of the vendor document to activate.

Description - Displays an editable description of the vendor document to activate.

Title - Displays an editable title for the document.

Status - Displays the status of the vendor document. This option is display only.

Item owning group - Selects the owning group of the document.

Revision Details dialog box

Revision scheme - Select the revision scheme for the document.

Major revision - Set the major revision for the document. The software displays the first major revision number in the Major revision box.

Minor revision - Set the minor revision for the document, if necessary. The software displays the first minor revision number in the Minor revision box.

Status - Displays the status of the document. This option is display only.

Save Alternate Renditions dialog box

Allows you to save copies of file renditions.

Path - Displays the folder to which you want to save the files.

Name - Displays the name of the rendition file and a check box that determines whether the rendition file is to be saved to the local folder. This check box has the following available states:

  • Checked - The file is selected to save to the local folder.

  • Unchecked - The file is not selected to save to the local folder.

Description - Displays the description of the alternate rendition file. This option is display only.

Revision - Displays the document revision to which the document is attached. This option is display only.

Revision Status - Displays the revision state of the document.

Out of Date - Specifies whether the attached file or reference file is out of date. This option is display only.

Viewable - Displays whether you can view the attached file in SmartPlant Foundation. This option is display only.

Select All - Selects the viewable files to save to the local folder.

Clear All - Clears all selected files so that viewable files can be selected individually.

Expand All - Expands the Select revisions tree to display all nested reference files.

Copy all references - Selects all nested reference files to save to the local folder. This is not applicable to the alternate rendition because they do not have any reference files.

The first time you use this dialog box, the path displayed by default is to your My Documents folder. Any time you select a different location and save one or more files to it, that path is stored in the system to be used as the default location the next time you access this dialog box.

Attach Files dialog box

Allows you to attach files to a document version.

Name - Displays the name of the attached file. This option is display only.

Description - Displays the description of the attached file.

File Type - Displays the file type of the attached file.

Is Viewable - Indicates whether the file can be viewed in SmartPlant Foundation.

Is Editable - Indicates whether the file can be edited in SmartPlant Foundation.

Add File - Allows you to browse to and select the file you want to attach.

Remove File - Allows you to select the file that you no longer want to attach to the document.

Delete local files - Indicates that the local copies of the files being attached are deleted after they are checked into the vault.

If your configuration allows it, attached files can contain nested reference files.

The first time you open the Attach File dialog box, the Delete local files option is selected by default. Any time you clear the Delete local files option, the selection is stored in the local system to be used as default the next time you access this dialog box. Users can change their preference at any time by selecting this option.

Save Target As dialog box

Allows you to copy any viewable files attached to the selected document and save the copied files locally to the client.

You can control user access to the viewable files. For more information, see TBC

Path - Displays the folder to which you want to save the files.

The table provides read-only information about the documents to be copied locally:

Name - Displays the name of the attached file and a check box that determines whether the file is to be saved to the local folder. This check box has the following available states:

  • Checked - The file is copied to the local folder.

  • Unchecked - The file is not copied to the local folder.

  • Gray - A file nested under this file is copied to the local folder. The box for the parent file can be checked or not.

Description - Displays the description of the attached file.

Attaching Document - Displays the name of the document to which the file in the current row is attached.

Revision - Displays the document revision to which the document is attached.

Revision Status - Displays the revision state of the document.

Out of Date - Specifies whether the attached file or reference file is out of date.

Viewable - Displays whether you can view the attached file in SmartPlant Foundation.

Select All - Selects the viewable files to save to the local folder.

Clear All - Clears all selected files so that viewable files can be selected individually.

Expand All - Expands the Select revisions tree to display all nested reference files.

Copy all references - Selects all nested reference files to be copied to the local folder.

Reset Default - Changes the current save location setting to a previously defined setting. By selecting Reset Default, the Path field displays the most recently saved location. The first time you use this dialog box, the path displayed by default is to your My Documents folder. When you select and save files to a different location, that path is stored as the default location for the next time you access this dialog box.

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