Activate a reserved vendor document - SmartPlant Foundation - IM Update 46 - Help - Hexagon

SmartPlant Foundation Help

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

The Activate command allows you to activate a reserved vendor document. This command is available when you right-click a reserved vendor document.

  1. Right-click the reserved vendor document that you want to make active, and on the shortcut menu, click Activate.

  2. Select a revision scheme in the Revision scheme box, and set the Major revision and Minor revision values.

  3. Select an owning group in the Item owning group box.

  4. Click Next.

  5. To attach a file to the reserved vendor document, click Add File.

  6. Browse to the file that you want to attach, and click Open.

    If you open the Attach File dialog box for the first time, the Delete local files option is selected by default. If you clear the Delete local files option, the selection is saved in the local system as the default.

  7. Make necessary changes to the Description, Is Viewable, and Is Editable columns for the files in the Attach Files table.

  8. Click Finish.

SHARED Tip You can attach multiple files to the reserved vendor document by repeating the previous four steps.

  • If the file that you are attaching references other files and those files are already in SmartPlant Foundation, the software automatically creates relationships between the file and the reference files.

  • If there are duplicate copies of a reference file in SmartPlant Foundation, the software prompts you to select the appropriate reference file to attach.

  • If the file you attach references files that are not in SmartPlant Foundation, the software displays an error message to let you know that the referenced files do not exist. You can create the relationship to the reference file later, after it has been added to SmartPlant Foundation.