Documents associated with an item contain valuable information for all members of a project – from designers to project managers. Let’s take a closer look at the relationship between items and documents.
After we identify the ways documents are organized in Upchain, we’ll explore how to import new documents, as well as how to view existing documents in Upchain.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
Transcript
00:04
In this video we will discuss the following.
00:07
Open the documents tab for an item,
00:09
review document categories,
00:10
and attach a document to an item.
00:12
So let's take a look.
00:14
Documents are something we work with every day.
00:16
The question is,
00:17
where will you be working with documents in Upchain.
00:20
One of the areas is in the BOM interface.
00:22
In the center view under the files column,
00:25
we can see the file types associated with an item.
00:27
If an item has a certain file type attached to it,
00:30
the icon for that type of document will be highlighted.
00:33
Otherwise,
00:33
the icon will appear gray.
00:35
The item details panel has an area dedicated to documents for that item.
00:39
To access the documents area for an item,
00:42
we need to click on the documents icon,
00:44
which is 3rd from the top in the item details panel.
00:47
Here we can see different document types that we can access in relation
00:50
to the item.
00:51
The lower area is the specification documents,
00:54
and the upper is the document categories.
00:57
The document categories are folders for additional support
00:59
documents that can be added to an item.
01:02
The default category is general documents.
01:04
However,
01:04
pending your administrator,
01:06
the fields are customizable,
01:07
and these documents could be requirements for the item,
01:10
templates,
01:11
compliance documents,
01:12
etc.
01:13
The specification documents are where you can
01:15
find documents like the default CAD files,
01:18
drawings,
01:18
and translations,
01:20
and like the categories is customizable to suit your specification needs.
01:24
To see a document,
01:25
use the scroll bar to find the particular category that you're looking for.
01:29
You will notice an arrow pointing to the right
01:32
for each category that does contain a document.
01:35
Click on the arrow to expand the menu.
01:37
I'm going to scroll to general documents to view my required documents.
01:42
At this point,
01:42
you will also be able to see the status,
01:44
version,
01:45
and revision of the particular document.
01:48
If you are not able to see them,
01:50
you can drag the slider at the bottom of the document categories to the right.
01:53
Here you can also note that the document always starts in a draft state,
01:58
meaning it's a work in progress,
01:60
not yet ready for use downstream.
02:02
To view the actual document,
02:04
select the item,
02:05
then the documents icon,
02:07
scroll to general documents,
02:09
click on the more actions or ellipses,
02:11
which will give you the option to download it locally,
02:13
or,
02:14
if available,
02:15
open the PDF web viewer.
02:17
As we can see here,
02:18
the PDF web viewer provides powerful markup tools for collaboration
02:22
as well as the option to create an investigation request against the document.
02:26
We will take a closer look at the PDF web viewer in another video.
02:30
Along with the support documents,
02:31
you are also able to access the specification documents where you have
02:36
the option to view the CAD file or to download it.
02:39
You can also use the expand view icon to the right
02:43
to open up a whole new window for better viewing of the specification documents.
02:47
This is especially useful when checking out larger CBOMs.
02:51
Viewing in the CAD file opens up a 3D viewer within Upchain.
02:55
This viewer allows you to add markups to the item and, if needed,
02:58
start an investigation request.
03:00
We will take a closer look at the viewer in another video.
03:04
You can also view the drawings associated with an item.
03:07
As with the CAD files,
03:09
you will be able to view or download the drawings.
03:12
The last type of document you can access is the translation files.
03:16
These are the STL and STEP files automatically created by Upchain.
03:21
These files can be downloaded and opened using your local CAD software.
03:26
Any drawings attached to the item are translated into
03:29
a PDF and will be available here as well.
03:32
So now that we understand the different document types,
03:36
let's go ahead and attach a document to an item.
03:39
For our example,
03:40
we're going to attach the rod guide spacing chart for our fishing rod.
03:44
To do this,
03:44
we need to select the folder the document will be kept in.
03:47
So for us,
03:48
it is the general documents folder.
03:50
We need to click on the ellipsis and select the add document option.
03:55
From there we will see a pop up where we can click
03:57
on Add document and select the document we wish to attach.
04:01
Here we can browse or drag and drop the file.
04:04
I find it easier to drag and drop,
04:06
so here we go.
04:07
From there,
04:07
the file will be uploaded and then all we need to do is click OK.
04:11
The document will then be attached to the item.
04:14
So here is our rod guide spacing chart with its unique document number,
04:17
which is assigned to this document.
04:21
Now
04:22
if we go back to the center view and view the file types,
04:25
the highlighted icons are the particular file type
04:27
that has been associated with the item.
04:30
And a quick tip here,
04:31
if you double click these icons,
04:33
it's a shortcut to access the file for each type.
04:36
So
04:36
we've seen the different document types and categories,
04:39
how to open a document,
04:40
and even upload a new document.
00:04
In this video we will discuss the following.
00:07
Open the documents tab for an item,
00:09
review document categories,
00:10
and attach a document to an item.
00:12
So let's take a look.
00:14
Documents are something we work with every day.
00:16
The question is,
00:17
where will you be working with documents in Upchain.
00:20
One of the areas is in the BOM interface.
00:22
In the center view under the files column,
00:25
we can see the file types associated with an item.
00:27
If an item has a certain file type attached to it,
00:30
the icon for that type of document will be highlighted.
00:33
Otherwise,
00:33
the icon will appear gray.
00:35
The item details panel has an area dedicated to documents for that item.
00:39
To access the documents area for an item,
00:42
we need to click on the documents icon,
00:44
which is 3rd from the top in the item details panel.
00:47
Here we can see different document types that we can access in relation
00:50
to the item.
00:51
The lower area is the specification documents,
00:54
and the upper is the document categories.
00:57
The document categories are folders for additional support
00:59
documents that can be added to an item.
01:02
The default category is general documents.
01:04
However,
01:04
pending your administrator,
01:06
the fields are customizable,
01:07
and these documents could be requirements for the item,
01:10
templates,
01:11
compliance documents,
01:12
etc.
01:13
The specification documents are where you can
01:15
find documents like the default CAD files,
01:18
drawings,
01:18
and translations,
01:20
and like the categories is customizable to suit your specification needs.
01:24
To see a document,
01:25
use the scroll bar to find the particular category that you're looking for.
01:29
You will notice an arrow pointing to the right
01:32
for each category that does contain a document.
01:35
Click on the arrow to expand the menu.
01:37
I'm going to scroll to general documents to view my required documents.
01:42
At this point,
01:42
you will also be able to see the status,
01:44
version,
01:45
and revision of the particular document.
01:48
If you are not able to see them,
01:50
you can drag the slider at the bottom of the document categories to the right.
01:53
Here you can also note that the document always starts in a draft state,
01:58
meaning it's a work in progress,
01:60
not yet ready for use downstream.
02:02
To view the actual document,
02:04
select the item,
02:05
then the documents icon,
02:07
scroll to general documents,
02:09
click on the more actions or ellipses,
02:11
which will give you the option to download it locally,
02:13
or,
02:14
if available,
02:15
open the PDF web viewer.
02:17
As we can see here,
02:18
the PDF web viewer provides powerful markup tools for collaboration
02:22
as well as the option to create an investigation request against the document.
02:26
We will take a closer look at the PDF web viewer in another video.
02:30
Along with the support documents,
02:31
you are also able to access the specification documents where you have
02:36
the option to view the CAD file or to download it.
02:39
You can also use the expand view icon to the right
02:43
to open up a whole new window for better viewing of the specification documents.
02:47
This is especially useful when checking out larger CBOMs.
02:51
Viewing in the CAD file opens up a 3D viewer within Upchain.
02:55
This viewer allows you to add markups to the item and, if needed,
02:58
start an investigation request.
03:00
We will take a closer look at the viewer in another video.
03:04
You can also view the drawings associated with an item.
03:07
As with the CAD files,
03:09
you will be able to view or download the drawings.
03:12
The last type of document you can access is the translation files.
03:16
These are the STL and STEP files automatically created by Upchain.
03:21
These files can be downloaded and opened using your local CAD software.
03:26
Any drawings attached to the item are translated into
03:29
a PDF and will be available here as well.
03:32
So now that we understand the different document types,
03:36
let's go ahead and attach a document to an item.
03:39
For our example,
03:40
we're going to attach the rod guide spacing chart for our fishing rod.
03:44
To do this,
03:44
we need to select the folder the document will be kept in.
03:47
So for us,
03:48
it is the general documents folder.
03:50
We need to click on the ellipsis and select the add document option.
03:55
From there we will see a pop up where we can click
03:57
on Add document and select the document we wish to attach.
04:01
Here we can browse or drag and drop the file.
04:04
I find it easier to drag and drop,
04:06
so here we go.
04:07
From there,
04:07
the file will be uploaded and then all we need to do is click OK.
04:11
The document will then be attached to the item.
04:14
So here is our rod guide spacing chart with its unique document number,
04:17
which is assigned to this document.
04:21
Now
04:22
if we go back to the center view and view the file types,
04:25
the highlighted icons are the particular file type
04:27
that has been associated with the item.
04:30
And a quick tip here,
04:31
if you double click these icons,
04:33
it's a shortcut to access the file for each type.
04:36
So
04:36
we've seen the different document types and categories,
04:39
how to open a document,
04:40
and even upload a new document.
Let’s modify a document associated with an item and make the changes available to all project members.
Any referenced datasets can be downloaded from "Module downloads" in the module overview.
