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Set the standard categories for attached documents

Tekla PowerFab
Modified: 11 Mar 2025
2025
Tekla PowerFab

Set the standard categories for attached documents

Document Index allows you to organize and save documents for a job in the Advance Bill, Estimating, Project Management, Production Control, and Purchasing modules.

You need to set standard categories where your documents are organized by default for any new jobs in a module. The standard categories need to be set separately for each module. If you do not set any standard categories, you need to set the structure individually for each job.

  1. Click the Maintenance ribbon tab.
  2. On the menu, go to Document Index, and select any of the following:
    • Standard Categories - ABM: set the categories for organizing documents related to advance bill jobs.
    • Standard Categories - EST: set the categories for organizing documents related to estimating jobs.
    • Standard Categories - ORD: set the categories for organizing documents related to customer orders.
    • Standard Categories - PRJ: set the categories for organizing documents related to project management jobs.
    • Standard Categories - PDC: set the categories for organizing documents related to production control jobs.
    • Standard Categories - REQ: set the categories for organizing documents related to requisitions.
    • Standard Categories - PO: set the categories for organizing documents related to purchase orders.

The Document Index - Edit Categories dialog opens with the default categories.

Placeholders: The user can define the job organization by using placeholders that will separate the jobs.

Default Directory: Dynamically creates subfolders in the folder defined in File > Default Directories/Document Index.

In Company Standards under the Maintenance ribbon tab for each module mentioned above, you can select Automatically Create Document Index Directories. Items in areas that have been created before this is set need to be edited manually.

For more information, see Document Index in Tekla PowerFab.

Add a category

  1. In the Document Index - Edit Categories dialog, select the category under which you want to create the new category.
  2. At the bottom of the dialog, click Add.

    The New Category dialog opens.

  3. Type a name for the new category.
  4. Click OK to add the category.

Rename a category

  1. In the Document Index - Edit Categories dialog, select the category that you want to rename.
  2. Click Rename.
  3. In the New Category dialog, type a new name for the category.
  4. Click OK to update the name.

Delete a category

Note that deleting a category is permanent and cannot be undone.

  1. In the Document Index - Edit Categories dialog, select the category that you want to delete.
  2. Click Delete.
  3. To permanently delete the category, click Yes in the confirmation dialog.
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