Create Documents using Drag-and-Drop
Explanation
This activity is used to drag and drop files to IFS Document Management
from your computer.
Prerequisites
To perform this activity, document files must be created and saved in your
computer.
System Effects
As a result of this activity, files are imported into IFS Document Management
and documents are created.
Window
Document Revision
Document Revisions
Document Folder Navigator
Related Window Descriptions
Document Revision
Document Folder Navigator
Create Documents
Create New Document
Create Document Assistant
Procedure
Create documents using drag-and-drop
- Open the Document Revision window.
- Select the file(s) from your computer and drag and drop to the upper
part of the Document
Revision window. The
Create Documents
dialog box is opened.
- Change document information if necessary and create the document. The
document(s) are created and the
Document Revision window opens so that you can continue to work with
the documents.
Hint: The same steps as above can also be done in
the Document
Revisions window. After the documents are created, they will
be shown in this window instead.
Attach file using drag-and-drop
- Open the Document
Revision window.
- Query for a document which does not have a file attached.
- Drag and drop a file to the header. It will be attached to the document.
Create document(s) and connect to object
- Query for the object to which a document is to be connected. (e.g., in
the Prepare Work
Order window for a work order).
- Click Attachments.
- Drag and drop a file(s) to Attachments. Based on the default value entered for
ATTACH_DROP_SINGLE_FILE_FORM in Document Basic/ Document Default Values form,
either Create New Document dialog or Create Documents dialog or Create Document Assistant
is opened for a single document and the
Create Documents
dialog box is opened for multiple documents.
- Change document information if necessary and create the document.
Create documents and connect to document folder
- Open the Document Folder
Navigator window and query for the document folder.
- Click the Documents or All Documents tab.
- Drag and drop a file(s) to the table. The
Create Documents
dialog box is opened for multiple documents. Create the document(s).
Note: To use the same document
class and format for all documents when importing more than one file, enter the information
in the header fields
and click Apply.
Documents can also be dragged and dropped in the
Engineering Part Navigator/Documents
tab and the Function
Structure Navigator/Documents tab.
Macro settings will not be considered when importing multiple document files.