Exploring item documents

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In this video, we will explore the document section of an item, describe the difference between document categories and specification types,

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upload a document to a document category and specification type, and load a document's detail view from an item's documents tab.

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Let's take a look.

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An item represents one object in your design.

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It is one level in your bill of materials that can be a part, assembly, subassembly, or end item, which is a top level item with no parent.

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An item manages all data associated with one object in a product design, including CAD models, drawings,

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translations, visualizations, markups, non-CAD documentation, and metadata, which is the attributes.

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Items and their bill of materials are all managed in the BOM section of a project.

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From the navigation pane on the left, click on an item to load it and its bill of materials into the center view.

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From here, click on an item to load its details pane on the right hand side.

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All documents associated with an item are found in the documents tab.

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The top section of this tab displays the document categories.

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These are the same document categories that you also see in the document section of a project and elsewhere throughout Upchain,

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including business processes and so on.

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This reaffirms the case that document categories are indeed applied tenant wide.

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Beside each category is an action menu where you can create subfolders and upload documents to that category.

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Underneath the document category section is the specification type section.

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Here is where you can see the default cBOM, drawing, and translation categories,

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as well as any additional ones that have been created by your tenant administrator.

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And it also includes the icon they chose to represent that specific category.

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While the cBOM drawing and translation sections are primarily managed by your mechanical designers or electrical designers,

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all of the additional custom categories here may be managed by other users.

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Each specification type behaves in the same way as document categories.

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The only difference is that documents in a specification type can only be managed while the item is still in development,

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whereas you do have the option for document categories to allow them to be editable in a released item.

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We'll explore this further in a later video.

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Beside each specification type is an action menu, again, to create subfolders and upload documents to that category.

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To give you a bit more room to manage the documents here, you can click the expand button to view this section in a larger window.

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We would like to upload a requirements document to the assembly item within this bill of materials.

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This will make it more obvious which assembly these requirements are for and are more easily accessible to the designers from the CAD plugin.

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The item is still in development, which means that all document categories and specification types are still editable.

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To upload a document to an item, click the "Action" menu next to the desired document category or specification type and select "Add Document".

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In the window that opens, click the "Add Documents" button.

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Locate the document you wish to upload from your computer.

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You can select more than one document here.

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And then click open.

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Wait for the document to finish uploading, and once it says done, click "Okay".

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The document is uploaded into the chosen document category or specification type and assigned a number,

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seen here and here, based on the numbering rules assigned to that category.

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The document is now in draft at Version 1 and has no revision level yet.

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Now that we have a document uploaded, we can explore its details.

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It is a little bit different to project documents because documents here do not have a full details pane of their own.

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Beside each document is an Action menu.

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Clicking this, you can see the different actions that you can take on this document.

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We'll explore these in further videos.

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To view its details, you would click the "Action" menu, and then select the "View Details" option.

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A window opens that displays the document's details.

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This is also the window where you can set the workflow to publish this document.

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So this is an important window as this is the only location that you can set and continue the publishing workflow for an item document.

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A summary of all documentation uploaded to an item can be seen in the Files column in the Bill of Materials table.

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The defaults in this table include cBOM, Drawing, Documents, and Translations.

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And these are always shown.

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However, your tenant administrator can also decide whether the additional specification types are also visible in this column.

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While this does not indicate what the file types are associated with the item in any of these categories,

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it can give a nice visual summary of which categories contain documents and which ones don't.

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You should now have a general understanding of the difference between document categories and specification types,

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where to find and view information regarding item documents, and how to upload a document to a document category within an item.

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Keep going to learn more.