Attachments

About Attachments

When describing the companies within your CES database, many documents make up the definition of your companies.  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 Managing Attachments

  • You must be logged onto both ENOVIA and CES to access the Edit Company function.

  • Information contained within the Company Header cannot be modified.  This information is created during the initial company introduction and remains constant within the database.

  • CES supports the attaching and viewing of binary files.

Accessing the Edit Company Details Window

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

 
If You Are Using the... Then...

Search Results Window

  1. In the Search Results window, select the company that you want to edit.

  2. Right-click, and select Edit Company from the shortcut menu

-OR-

  1. Click the Edit Company button located in the Search Results window's horizontal toolbar.

Properties Window
  1. Within the Properties window of the company that you want to edit, click the Edit Company button located in the Properties window's horizontal toolbar.

How To Edit Company Details: Attachments Information

For the following scenario, the Accessing the Edit Company Details Window: Search Results Window method is used to access the Edit Company Details window. 
  1. Conduct a search for the company that you wish to edit.  The Search Results window appears with the companies listed based upon your search criteria.

  2. As shown above, you can access the Edit Company function by either selecting the company and clicking the Edit Company button located in the horizontal toolbar, or right-clicking and selecting the Edit Company entry in the shortcut menu.  The Edit Company Details window appears.

  3. Click the Attachments tab to add and manage information for your selected company.  The Attachments tab appears.

  4. To add an attachment, click the Add button.  The Add Attachments 1/1 window appears.

  5. Documents that relate to your company can be accessed by conducting a search.  Within the Add Attachments 1/1 window, you can narrow your search by entering criteria to define the documents of which you are seeking.  Complete the criteria fields and click the Search button to locate your document.  The Add Attachments 1/2 window appears with documents that match the search criteria entered.

  6. Select the document that you want to attach to your company, and click the OK button as shown above. The Edit Company Details: Attachments window appears with the attached document.

  7. Once documents are added to the Attachments tab, you  have the ability to view these documents within CES by selecting the document, and clicking the View button.  The document's Properties window appears.

  8. Within the Properties window of the selected document, you can view all the information that describes the document.  By selecting the Viewer tab, you can actually launch the document for viewing.

  9. To remove an attachment, return to the Edit Company Details: Attachments window and simply select the attachment from the list, and click the Remove button.  The attachment is removed but is not deleted from the database.

Edit Company Details: Attachments Window

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

Fields Description
PLM Document ID Displays the identification number that has been assigned to the PLM document during its introduction into the Enovia database.
PLM Domain Displays the name of the Enovia database that houses the document.
PLM Domain Description Displays the description of the Enovia database that houses the document.


This table describes the buttons displayed in the EditCompanyDetails: Attachments window:

Button Description
Opens the Add Attachments 1/1 window and allows you to select a document to add as an attachment.
Opens the selected attachment in its Properties window for viewing.
Removes the selected attachment from the Attachments window.