Edit a document reference

Tekla PowerFab
2024
Tekla PowerFab Tekla PowerFab GO

Edit a document reference

You can modify the source and description of a document in Document Index.

  1. To access Document Index, do one of the following:
    • In Combining, Estimating, Project Management, Production Control, and Purchasing, open the module and click Document Index/Doc Ind or press F8.
    • In Inventory, go to the Inventory ribbon tab and select Document Index.
    • In Order Entry, go to the Order Entry ribbon tab and select Document Index.

    For Combining, Project Management, and Production Control, you are asked to select if you want to open the Document Index dialog box related to linked jobs.

    The Document Index - By Category dialog box opens, displaying the documents referenced from the selected category. If a filename is highlighted in red, it indicates that the file cannot be found.

  2. Select the document that you want to modify.
  3. Click Edit Document Reference.
  4. In the Document Reference Details dialog box, do any of the following:

    To

    Do this

    Change the source or description of a file
    1. Click Filename.
    2. In the File Details dialog box, select a new source company and contact person for the file.
    3. Adjust the description.
    4. Click Save
    5. To close the File Details dialog box, click the Close button (X) in the upper-right corner.
    To change the description of the entire document reference
    1. Adjust the description.
    2. Click Save

    Note that entering a description in the Document Reference Details dialog box will override the file description that you entered in the File Details dialog box. To have a different file description, see Change the source or description of a file.

  5. To close the Document Reference Details dialog box, click the Close button (X) in the upper-right corner.
Was this helpful?
Previous
Next