Manage document reference categories

Tekla EPM
2021
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Manage document reference categories

Use the Edit Categories command in Document Index to manage the categories that you can use to organize document references. You can add new categories, rename categories, and delete unnecessary categories. You can also change the default folder where document references are saved.

  1. At the bottom of the Document Index - By Category dialog box, click Edit Categories.
  2. In the Document Index - Edit Categories dialog box, do any of the following:

    To

    Do this

    Add a new category

    1. In the navigation tree at the top of the dialog box, select the parent category for the new category.

    2. Click Add.

    3. Type a name for the new category.

      For example, Miscellaneous documents.

    4. Click OK.

    The new category is added to the list.

    Rename a category

    1. In the navigation tree at the top of the dialog box, select the category that you want to rename.

    2. Type a new name for the category.

    3. Click OK.

    The category name is updated.

    Delete a category

    1. In the navigation tree at the top of the dialog box, select the category that you want to delete.

    2. Click Delete.

      Note that you cannot delete a category that has sub-categories.

    3. To permanently delete the category, click Yes in the confirmation dialog box.

    Change the default folder where documents are saved

    When documents are added in Document Index, the selected document can be either moved or copied to the selected folder. This way, Tekla EPM retains all documents that have been saved to Document Index, even if the original documents are moved or deleted.

    The default folder for saving documents needs to be in the Tekla EPM default folders, so that all users can view the attached documents. Files saved elsewhere than the default location cannot be viewed by other Tekla EPM users.

    1. Click Default Dir.

    2. Do one of the following:

      • Select the folder that you want to use as the default folder.

      • Click Make New Folder to add a new folder under the currently selected one, and click it to use it as the default folder.

    3. Click OK.

  3. To close the dialog box, click the Close button (X) in the upper-right corner.
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