Viewing and modifying associated documents
View or edit documents associated to the entity.
Note: This popup is used when an entity does not have a Documents tab.
To view and modify associated documents:
- Select Materials > Parts.
- Select the part for which to view or modify a document, and then click the Stores tab.
- Select a store, and then click Add/Edit Documents.
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Choose one of these options as necessary:
Option Description To view or modify a document Click View/Edit Document. Follow steps 5-10. To associate a document to an entity Click Add Document. Follow steps 5-10. To create or upload a document Click Create/Upload Document. See Uploading documents.
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Specify this information:
- Document
- Specify the document to view or edit. The system automatically populates Document Description.
- Print with Work Order
- Select to print the document with the work order.
- Copy to Work Order
- Select to copy the document to the work order.
- Print with Purchase Order
- Select to print the document with the purchase order.
- Copy to Purchase Order
- Select to copy the document to the purchase order.
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Click Save.
Note: To view the document, click View/Edit Document. Click View Document.
To remove or modify the document link, click View/Edit Document. Click Remove Document Link.
Parent topic: Viewing and modifying materials information