Adding Attachments

About Attachments

When describing the items and companies within your CES database, many documents make up the contents of your item and the definition of your companies.  Specifications are used to identify special machining processes, purchasing quotations identify the price variance of your items, CATIA files define the geometry and the look and feel of the item, etc.  All of these documents enhance the definition of the item and can be attached to the properties of the item to aid in their accessibility.  With regard to the companies that are maintained in your CES database, documents that identify your contractual relationship, quotes, and specifications can be attached to these company profiles for easy access and tracking.  The Attachments window allows you to attach these documents directly to their respective Property pages for easy viewing and editing.

When Adding Attachments

  • CES supports the attaching and viewing of binary files.

Accessing the Edit Item: Attachments Window

Within CES, there are many methods of accessing the Edit Item: Attachments window. To complete the scenario below, select one of the following methods:

 
If You Are Using the... Then...

Search Results Window

  1. In the Main Access Area, click the Advanced Access link

  2. In the Advanced Access window, click the Standard Search or Simple Search tab to access the search window.

  3. Complete the search criteria, and click the Search button to execute the search.

  4. In the Search Results window, select the item for which you want to edit the properties, right-click, and select Edit Item from the shortcut menu.

  5. Click the Attachments tab.

Properties Window
  1. In the Properties window, click the Edit Item button to open the Edit Items window.

  2. Click the Attachments tab.

How To Add/Remove/View Attachments

For the following scenario, the Accessing the Edit Item Window: Search Results Window method is used to access the Search Results window.  This task explains how to edit item information in the Edit Items: Attachment window:
  1. From the Search Results window, select the item for which you want to add an attachment.  Right-click, and select Edit Items from the shortcut menu.  The Edit Items window appears.

     

  2. Click the Attachments tab to view the Edit Items: Attachments window.  The Edit Items: Attachments window appears.

  3. To add an attachment, click the Add button.  The Add Attachments window appears.

  4. If you know the Document ID, or any attributes about the attachment that you wish define for your search, you can simply complete the criteria and click the Search button.  However, regardless of whether you know the information or not, you can simply click the Search button and produce a listing of documents from which to choose.  The Add Attachments window appears with a listing of documents for selection.

  5. Select the document and click the OK button to return to the Edit Items: Attachments window.  The document is added to the Attachments window.

  6. To view the attached document, select the document from the list of attachments, and click the View button.  The Properties window of the document appears.

  7. To remove the document return to the Edit Items: Attachments window, simply click the Remove button.  The document is removed from the Edit Item: Attachments window.

The Edit Items: Attachments Window

This table describes the fields displayed in the Edit Items: Attachments window.

Fields Description
PLM Document ID The identification number of your PLM attachment.
PLM Domain The PLM database in which your attachment is stored.
PLM Domain Description The description of the PLM database in which your attachment is stored.


This table describes the buttons displayed in the Edit Items: Attachments window:

Button Button Name Description
Add Allows you to add an attachment to your item properties.
Remove Allows you to remove an attachment from your item properties.
View Displays the attachment in the Relationship Navigator window.
Open in New Window Opens the item in a new window.
Properties Opens the items Properties window.
Add to Navigator Adds the item to the Relationship Navigator window.
Edit Item Opens the Edit Items window for attribute modification.
Find Similar Opens the Find Similar window, and allows you to select attributes for a search of similar items.
Export Results Extracts the results of your search and exports them into an ASCII or CSV file format.
Supplier Item Properties Displays the Supplier Item Properties window.
Internal Item Properties Displays the Internal Item Properties window.
Manufacturer Properties Displays the Manufacturer Properties window.
Supplier Properties Displays the Supplier Properties window.
Consumer Properties Displays the Consumer Properties window.
Check Prices Opens the Check Prices window so that you can query against the prices associated with the selected item.
Bookmark Adds the item as a link in the Favorites Pane.