Document Information

You can attach additional information to a document, such as a drawing number or a revision log. You can attach additional information either to an open document, or to a set of documents of an open project.

  1. Open the project whose documents you want to define information for.
  2. If you want to define additional information to a specific document, open the document.
  3. Do one of the following:
    • Right-click in the active document to open the context-sensitive menu and select Active Document Data from the menu.
    • Select Archives | Projects | Edit Data Edit Document Data.

    The Project Document Information database view is opened. If you opened the database view with the Edit Document Data function, you can browse the documents with the cursor keys arrow up and arrow down.

  4. You can add and change the data in the database view:
    • File - The file name of the active document is displayed in the field. If you add or copy rows using the functions in the Edit menu of the database view, you can select another file name in the field by clicking the Select button.
    • Description - The default description text for the document has been defined in the document base card, or the program has automatically generated it. If you type your own description in the text field, it will be used in the project's document browser, for example. If you leave the field empty, the default description will be used.
    • Construction type
    • Drawing type
    • Page no.
    • Drawn by - You can type in the text field, or select the designer from a list.
    • Drawing number
    • Creation data - You can update the date with the current one by clicking the Update button.
    • Project main number
    • Design area
    • Drawing title 1 and Scale 1
    • Drawing title 2 and Scale 2
    • Drawing title 3 and Scale 3
    • Option Description
    • Options - Select from the Options database by clicking the Select button.
  5. Confirm by clicking OK.

= If the document to be edited is a drawing sheet, the information is updated to text macros in the title block of the drawing sheet, see Title Block Information.

You can edit the alternatives on the Drawn By list by opening the project data card with the Archives | Projects | Edit Data function and clicking the Edit Address Book button on the Connection Data page. This function is available on a project data card of the basic software delivery.

You can also define document information in the project's document browser:

  1. Select the document in the browser.
  2. Right-click to open the context-sensitive menu.
  3. Select Document Data. The Project Document Information dialog box opens.