Part Documents

Existing Documents and Scanned Documents may be attached to an Inventory Part.  To add a document to a Part, follow the instructions below.
1.  Open the Part where a document will be attached.
2.  Once the Part record is open, select the Documents option from the Part tree.
3.  Right-click on the Documents option; two options are available: Add Existing Document and Scan New Document.  Depending on which option is selected, follow the link below for step by step instructions.

  • If selecting the Add Existing Document option, continue by following the instructions for Adding General Documents steps 2 through 5.
  • If selecting the Scan New Document option, continue by following the instructions for Scanning General Documents steps 2 through 6.

Once a document has been scanned in or uploaded, it will be displayed in the Part Documents list within the Part Explorer.