Set the standard categories for attached documents

Document Index in Tekla EPM allows you to organize and save documents for a job in the Combining, Estimating, Order Entry, Project Management, Production Control, and Purchasing modules. The standard categories where you can organize documents need to be set separately for each module.

Click the Maintenance ribbon tab.
On the menu, go to Document Index, and select any of the following:
- Standard Categories - CMB: set the categories for organizing documents related to combining 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 box opens.

Add a category

In the Document Index - Edit Categories dialog box, select the category under which you want to create the new category.
At the bottom of the dialog box, click New.
In the New Category dialog box, type a name for the category.
Click OK to add the category.

Rename a category

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

Delete a category

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

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