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Adding complex files to the document

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See below how to add a single electronic file or multiple files to the document:

 

1.Access the File Document menu.

 

2.On the list of records, select the document whose category is configured with "complex files" and click on .

 

3.On the document data screen, select the Electronic file option.

 

This section will describe how to add complex files to container folders with the following content types: "Free format", "Specific format", "Template" or "Parasolid file". To do that, first, locate and select the container folder to which you wish to add the file.

 

Once done, click on the button on the side toolbar.

 

If the container has been configured to use a connector, the process to associate electronic files varies. If the item selected in the structure is a default item, the system will open a specific screen of the connector, to select the electronic file.

 

If the use of a connector is not configured, on the screen that will be displayed, drag and drop the files on the indicated area or click on the Select file button, browse through the files saved in the computer and select the desired files. Wait until the file is completely loaded. If any error happens, the system will display an alert icon. Hover the mouse over the icon to view the error message.

 

 

▪It will not be possible to add a number of files higher than the maximum quantity of files supported by the folder.

▪If in the Document tab of the general parameters, the "Enable the same electronic file to be associated with different documents" option IS NOT checked, the system will issue an error alert when the user tries to associate the same electronic file with different files.

▪It is necessary to associate the files according to the format defined for each item in the structure of the container. For example: if it is configured that the file format supported by the folder is "Free format", it will be possible to associate any kind of electronic file. If a specific format has been defined, only those formats that have been specified can be associated.

▪According to the upload security configurations performed in the Configuration System (CM006) menu of the SE Configuration component, some file extensions may be blocked for upload, or only a few extensions will be allowed when uploading.

 

After adding all desired files with no errors, click on the Finish button. At this point, the associated electronic files will be displayed in the container folder. Refer to the Accessing the content of electronic files section for more information on how to view and edit electronic files.