Save a new Teamcenter-managed document


Use the New Document dialog box to set the property values for the individual document properties being saved to Teamcenter.

  1. On the Quick Access toolbar, choose Save.

  2. In the New Document dialog box, assign the required document properties (Item ID, Revision, Item Name) and then specify other document properties.

    Tip:

    You can assign individual properties or click Assign All to have the properties assigned for you.

  3. (Optional) Select the folder where you want to associate the file in Teamcenter.

    Tip:

    Double-clicking the Folder cell displays the Select Folder dialog box.

    If no folder is specified, your document is saved to the Newstuff folder. This behavior is defined by the Teamcenter preference WsoInsertNoSelectionsPref.

  4. (Optional) Select the project you want associated with this document.

    Double-clicking the Project cell displays Teamcenter projects you have privileges to access. If projects are not defined in Teamcenter, the Projects column is not displayed.

    Note:

    Your project access is determined at the time you log in to Teamcenter. If project access changes during the time you are logged in, the project list will not be updated until you reestablish your session by logging out and back in again.

    If you do not specify a project, your document is not associated with any specific project in Teamcenter.

  5. Click Validate to verify that all property data is entered correctly.

    The Issues column displays a cell for each document with either a green background and the following symbol , or a red background and the following symbol , to indicate whether the property data is entered accurately. Green cells indicate no action is required. Red cells indicate problems that should be resolved before continuing. Double-clicking a cell in the Issues column displays the property value errors.

    For more information, see New Document dialog box (SEEC) and Resolving problems identified in the Issues column (New Document dialog box).

  6. Click Perform Actions.

Tip:

  • Right-clicking an occupied cell in the grid displays a shortcut menu to change the font, sort the properties, find and replace text, format columns, change column width, and hide columns.

  • All document properties are part of the transaction, whether they are shown or hidden in the dialog box.

  • Double-clicking near a column divider expands or contracts the size of the cell to fit its contents.

  • Any changes you make to the columns are stored for future sessions.

Using multiple revisions of documents Hide CPD option

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