New with Version 7.1.

1: New Documents Screen

How can I manage documents in SmartPlant Reference Data?
Problem

SmartPlant Reference Data Plus now provides a screen to manage

Solution
documents.

The new Documents screen in SmartPlant Reference Data Plus enables

Business Value
you to create and edit documents and to upload document files.

With Version 2011 Release 1 Service Pack 1 of SmartPlant Reference Data Plus, a new screen has been
implemented to manage documents.
The new screen XA70 Documents is now available.

This screen is similar to the classic screen D.10.11 Documents. The columns and features available on
D.10.11 are also available on this new screen XA70.
This screen allows you to:

Create/modify/delete documents
Upload files to the documents
Revise documents
Link files to the documents
Open files linked to documents

Create a document
1. Click Administration > XA70 Documents.
2. Click Edit Grid .
3. Click Add Row .
4. Type a document code.
5. Complete the other cells as needed.

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6. Click Save Grid .
7. Click Read-Only Grid .

Link a file
1. With the grid in read-only mode, right-click a row, and select Link on the shortcut menu.
2. Select a destination.
3. Select a file in the destination location, and click Open.
The Path Type field is populated with Link.
The Source Path field contains the server path or share.
The File Name field contains the name of the file.
4. Modify the fields in the row as needed.
5. Click Save Grid .
6. Click Read-Only Grid .
Upload a file

1. With the grid in read-only mode, right-click a row, and select Upload on the shortcut menu.
2. Browse to select a file.
3. Click Open.
The Path Type field is populated with DB Storage.
The Source Path field is blank.
The File Name field contains the name of the file.
4. Modify the fields in the row as needed.
5. Click Save Grid .
6. Click Read-Only Grid .
Create a revision of a document

1. With the grid in read-only mode, right-click a row, and select Revision on the shortcut menu.
2. On the New Document Revision dialog box, modify the letter or number in the New Revision box if
needed.
The revision values are based on the setting of project default ZX_DO_ORD (letters or
numbers).
3. Click Create Revision.
4. Modify the cells in revision row as needed.

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5. Click Save Grid .
6. Click Read-Only Grid .
Open a file

1. With the grid in read-only mode, right-click a row with an attached file, and select Open on the
shortcut menu.
The file is displayed in the default application for the file type.
You can also double-click anywhere in a row with an attached file (and the grid in read-only mode),
and the file will open in the default application.

You can also find this information in the SmartPlant Reference Data Plus Users Guide, available from the
Printable Guides command in the software.

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