New Document Dialog Box

Defines the type, name, saving location and item data for a new document.

The dialog box is opened with regard to the following archive functions.

The bottom of the dialog box if Vertex G4 is connected to Vertex Flow.

Dialog Box Options

Document type

Defines the type of the new document. Select one of the following:

Part
Assembly
Drawing

The selected type is highlighted in blue (in the figure above, the part is selected).

The document type determines what actions can be performed on the document.

Template document

You can create a template document and then use it as a basis for a new document.

Template Document

Label

Defines the label of a document to be saved in the archives, and the label of a document to be added as a file.

Name the document without an extension (vxp or vxm).

Naming a Document

If you enter the start of the name and an asterisk
, the highest document number already in use will be displayed in the Label field.

You can just select a type of a document and leave the Label field cleared.

You can later save the document in the archive with the Save function, or you can not save it by closing the document.

Get button (next to the Label field)

If the auxiliary programs def_mod_id and def_pic_id are used, the Get button is active.

Use the Get function to retrieve the next free label from the series.

Enable the auxiliary programs

Automatic Numbering of a Document

To Project

If you wish to save the document in a project, select

To project. The option

Add to archive will then also be selected.

Open an existing project by clicking the Browse button, or create a new project by clicking the New button.

Activating an Old Project

Creating a New Project

If the document does not belong to any project, clear

To project.

Select (project)

Activate an old project with the Select button.

The program opens a search window where you can enter search criteria for the project. When you select OK, the program performs the search and presents the projects that meet the search criteria. Select a project by double-clicking it.

New (project)

Start a new project by selecting New.

The program asks for the project label. Enter the project label, and select OK.

The program opens the dialog box Project Data. Enter the project archive data and select OK.

Add to archive / Add to file

As a general rule, use the

Add to archive option.

In exceptional cases, use the option

Add to file. In this case, the document cannot be found in the Vertex browser and you cannot add it to an assembly, for example.

Archives Data

Enter the document archive data by selecting Archive Data.

The button is not active if you are creating a new document as a file.

The program opens the dialog box Archive Data. Enter the archive data. You can later complete the archive data.

At least enter the designer’s id and the contents of the top description field.

Archives Data of a Model

Click OK to accept the archive data.

Item Data button

Enter the item data, if necessary.

The button is only active when you are adding a document to the archive. The program opens the dialog box Item Data. Enter the item data. You can later complete the item data.

Add or Edit the Item Data of a Part

Assembly Item Data Dialog Box

Browse (Add to file)

The button is only active when you are adding a document as a file.

Browse to the directory where you want to save the file.

The save folder and file name are displayed in Location.

Local

The selection is only possible when you are modeling a new part in an assembly.

Select the checkbox when modeling a local part in an assembly. In this case, the part does not have its own file in the archive.

You cannot create a separate drawing for a local part or assembly, it is only represented in the assembly drawing.

Location

Shows the document's directory path in the directory tree, in accordance with the data you specified for the document.

The bottom of the dialog box when Vertex G4 is connected to Vertex Flow..

New Item: Enter the document item.; The product information management system Vertex flow is based on items and item structures, so as a rule, always use items.; In most Flow systems, the item label is not entered for the documents in Flow, but is retrieved from the series. See the following section.; By default, the document label gets its content from the item label, but you can change it.

From series (New item): Retrieve the new label for the item from the series defined in Flow.; By default, a few series are available, but different ways of serializing documents may have been customized for each customer.
Existing - Get: Click Get (next to the Existing field) when you know that the Flow already has an item for which you want to create a document. The program opens the dialog box Select Item.; Fill in the search criteria. Select Get. Select an item from the list, for example by double-clicking the item. The function completes the item selected as the label of the document (part, assembly or drawing).
Label (Document): The field is completed according to the label of the item entered, selected from the series or searched for. Change the label, if necessary.; We recommend that the document and item label are the same when the part or assembly only describes one item.
From series (Document label): Select From series to retrieve the document label from the series defined in Flow.; We recommend that the document and item label are the same when the part or assembly only describes one item.
Connections: Project - Add: Use the Add button to connect a document to a project defined in Flow.; As a general rule, we recommend that only the so-called main item of the product is connected to the project and the parts and mid-level item structures are not connected to the project.
Connections: Product - Add: Use the Add button to connect a document to a product defined in Flow.; As a general rule, we recommend that only the so-called main item of the product is connected to the product and the parts and mid-level item structures are not connected to the product.