AssetWise Web Help

To Create a Document Using a Form

  1. In the Add Object navigator, click the word Documents in the Navigation pane.

    A document create dialog opens in the Content pane.

  2. Select the data scope if not Global.
  3. Complete the document number and, optionally, the revision number, on the first line of the dialog.
  4. Enter a title in the second line of the dialog.
  5. Enter the document class on the fourth line.
  6. Turn on Change Controlled if appropriate.
  7. Optionally, use the two calendar pickers to register the date effective/date obsolete.
  8. Optionally, enter any remarks and synopsis text.
    Tip: If remarks and synopsis overflow the text boxes provided, click the words More room to obtain a free-form text box filling the entire screen.
  9. Select from the options Edit object/View object/Create another object/Add the new object to my basket.
  10. Click Save >