Exploring item documents

In this lesson, we’ll explore the Documents tab of an item to see both the document categories and specification types. 

We’ll also upload a document to a document category and specification type and explore its detail view. This will help you become familiar with where documents are viewed and managed within items.  

Before you start:

You must be invited to Upchain and have at least a Participant license to perform the tasks demonstrated in this lesson. You must also be added to a project to be able to manage documents within that project.

Exploring item documents

In this video, we will:

  • Explore the Documents section of an item
  • Describe the difference between document categories and specification types
  • Upload a document to a document category and specification type
  • Load a document’s detail view from an item’s Document tab

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Key takeaways

  1. Document categories and specification types are both seen in the Documents tab of an item’s detail pane.
  2. The symbol representing the specification type can also be shown in the BOM table to provide a visual confirmation of a document being present in that specification type.
  3. Use the document detail view to set and progress its publishing workflow.
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