Creating a Document from a Part

To create a new Document and add it to a Part:

  1. Open the Part where the Document will be added.
  2. Click Edit.
  3. Go to the Documents tab.
  4. Click New Document . A new Document view appears. A row also appears in the Documents grid on the Part.
  5. If it is necessary to add a file to the Document, in the Files tab, select New File to select a file for upload, or drag and drop the desired file into the Files area.
  6. Once you have entered the necessary information, click Done to save your changes.
  7. Close the new Document. The new Document appears in the Documents tab on the Part.

    Figure 75.

  8. Click Save or Done on the Part to save your changes.