Add document references

Tekla PowerFab
2023
Tekla PowerFab Tekla PowerFab GO

Add document references

You can either upload completely new document references, such as documents, Microsoft Outlook emails, and Microsoft Outlook email attachments to Document Index, or add documents already loaded to Document Index for the current job.

Add new documents

  1. To access the Document Index - By Category dialog box, do either of the following:
    • For Combining, Estimating, Project Management, Production Control, Purchasing, open the module and click the Document Index button
    • For Inventory, open the module and go to the Inventory ribbon tab and select Document Index.
    The Document Index - By Category dialog box opens.
  2. Select the category where you want to save the document.
  3. Click Add Document Reference.
  4. In the Document Index - Add Document Reference dialog box, do one of the following:
    • Click Add File. Then, browse for and select the document, and click Open. If you want to add more documents with the same settings, click Add Additional File, and browse for and select the additional files. Then, click Open.
    • Drag and drop a file to the Document Index - Add Document Reference dialog box.
  5. From the File Source drop-down list in the Add File dialog box, select the company and contact that provided you with the document.
  6. (Optional) Do one of the following:
    • To compress multiple documents into one archive, select the Compress Files into a Single Archive option.
    • To leave the documents that you added uncompressed, select the Leave Files Uncompressed option.
  7. (Optional) Type a description for the attached document.
  8. (Optional) To change the folder where the document is saved, click Browse and select a new folder.
  9. (Optional)
    • To move the original document to the selected folder, select the Move Files option.
    • To copy the document to the selected folder but leave the original untouched, select the Copy Files (Leave Original) option.
  10. Click Add File.
  11. Click Add Document Reference

The Document Index - Add Document Reference closes, and the documents are added to Document Index.

You can see all the added documents in the list in the Document Index - By Category dialog box.

Add a Microsoft Outlook email

  1. In Microsoft Outlook, select the email that you want to add.
  2. To access the Document Index - By Category dialog box, do either of the following:
    • For Combining, Estimating, Project Management, Production Control, Purchasing, open the module and click the Document Index button
    • For Inventory, open the module and go to the Inventory ribbon tab and select Document Index.
    The Document Index - By Category dialog box opens.
  3. In the navigation tree, select E-mail Correspondence.
  4. Click Add Document Reference.
  5. In the Document Index - Add Document Reference dialog box, click Add Outlook Email.

    A copy of the email is added to Document Index. The text of the email is added to the Description field.

  6. (Optional) Type a description for the attached document.
  7. Click Add File.
  8. Click Add Document Reference

The Document Index - Add Document Reference closes, and the emails are added to Document Index.

Add an attachment from a Microsoft Outlook email

  1. In Microsoft Outlook, select the email with the attachment that you want to add.
  2. To access the Document Index - By Category dialog box, do either of the following:
    • For Combining, Estimating, Project Management, Production Control, Purchasing, open the module and click the Document Index button
    • For Inventory, open the module and go to the Inventory ribbon tab and select Document Index.
    The Document Index - By Category dialog box opens.
  3. In the navigation tree of the Document Index - By Category dialog box, select the category where you want to save the attachment.
  4. Click Add Document Reference.
  5. In the Document Index - Add Document Reference dialog box, click Add Outlook Attachments.
  6. Browse to the folder where you want to save the email attachment, and click the folder to select it.
  7. Click Open.
  8. In the Add File dialog box, select the company and contact that provided you with the email attachment in the File Source lists.
  9. (Optional) Do one of the following:
    • To compress multiple documents into one archive, select the Compress Files into a Single Archive option.
    • To leave the documents that you added uncompressed, select the Leave Files Uncompressed option.
  10. Type a description for the email attachment.
  11. Click Add File.
  12. Click Add Document Reference

The Document Index - Add Document Reference closes, and the email attachments are added to Document Index.

Search for and add a document already in Document Index

To find and add documents for the current job that are already saved in Document Index, use the Search command.

  1. In the navigation tree of the Document Index - By Category dialog box, select the category where you want to save the document.
  2. Click Add Document Reference.
  3. In the Document Index - Add Document Reference dialog box, click Search.
  4. In the Search dialog box, click Browse and select the folder where you want to look for documents.
    Tip:

    To also search from the subfolders of the selected folder, select the Sub-Directories checkbox in the Search dialog box.

  5. To narrow the search, do one or more of the following:
    • In the Filename list, type the document name
    • In the Ext field, type the file name extension.
    • In the Source lists, select the company and contact person that have provided the document.
    • In File Date, select the dates between which the document has been created or downloaded onto your computer.
    • In Date Loaded, select the dates between which the document has been added to Document Index.
  6. Click Search.

    The search results appear at the top of the Search dialog box.

  7. In the search results, double-click the document that you want to add.

The document is added to Document Index for the current job.

Browse for and add a document already in Document Index

To browse to and add documents to the current job that are already saved in Document Index, use the Find By Directory command. You can also add new documents, delete existing documents, rename documents and categories, move documents to other folders, and open documents.

  1. In the navigation tree of the Document Index - By Category dialog box, select the category where you want to save the document.
  2. Click Add Document Reference.
  3. In the Document Index - Add Document Reference dialog box, click Find By Directory.
  4. In the navigation tree on the left of the Document Index - By Directory dialog box, select a category.

    The documents within the category are listed in the display area of the dialog box.

  5. Select a document.
  6. In the lower-right corner of the dialog box, click Select.
    Note that besides adding an existing document to the current job, you can also use the buttons at the bottom of the dialog box to:
    • Add new documents (Add File).
    • Delete a document (Delete File).
    • Move a document to another folder within the document index folder (Move File).
    • Rename a document (Rename File).
    • Open a document (Open File).

The document is added to Document Index for the current job.

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