Store document references for a requisition

Tekla EPM
2021
Tekla EPM Tekla EPM GO

Store document references for a requisition

Document Index is where you can store documents for reference. When you store documents in Document Index, each user that has access to the requisition can view them, so it is easy to keep up to date on the requisition status. You can save any documents, such as pricing quotes from vendors, and Microsoft Outlook emails in Document Index.

To access Document Index, do the following:

  1. At the top of the Tekla EPM window, click the Purchasing button.
  2. In the Select Requisition/Purchase Order dialog box, ensure that you are on the Requisitions tab.
  3. Select the requisition for which you want to add document references.
  4. Click Doc Ind.

The Document Index dialog box opens. Next, you can either modify the available folders for document references, or add, modify, delete, open, and email document reference files.

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