Documents of a tool (Supervisor)

Documents which are already added to the tool (also via the Configurator) can be viewed. It is also possible to edit existing documents, add new documents or remove documents.
  1. Choose Production Management > Tools in the Navigation Pane.
  2. Select the tool in the Data Pane.
  3. Choose the tab Documents. If required, view the documents which are added by clicking Show Document under the tab Properties.
  4. To edit, add or remove a document, click Edit Documents .
  5. To add a new document, click Add Document .
    To edit an existing document, select the tab Properties.
  6. Complete the following data in the option group Properties of the dialog box Wizard Add Document:
    FieldExplanation
    Name Name of the document.
    Description Description of the document.
    ID Field to be completed at your discretion, to assign an individual ID.
    Category Field to be completed at your discretion, to assign an individual category.
    Type
    Choose one of the following types:
    • Text
    • HTML Text
    • URL
    • File Path
    • Repository File
    • Database
    • Sharepoint

    For more information regarding the different document types, see Documents and attachments.
  7. If a new document was added, click Finish.
  8. If required, add more new documents or edit existing documents.
    To remove a document, select this document and click Remove Document .
  9. If required, add free fields to documents. See Edit free fields via tab (Supervisor).
  10. Click OK.