Use the New Document dialog box to set the property values for the individual document properties being saved into Teamcenter.
Click Save to save the managed document.
In the New Document dialog box, assign the required document properties (Item ID, Revision, Item Name) and then specify other document properties.
Tip:
You can assign individual properties or click Assign All to have the properties assigned for you.
(Optional) Select the folder where you would like to associate the file in the database.
Tip:
Double-clicking the Folder cell displays the Select Folder dialog box.
If no folder is specified, your document is saved to the Newstuff folder. The folder is defined by a Teamcenter preference setting. See the Solid Edge Embedded Client Administrator's Guide for details regarding Teamcenter preferences.
(Optional) Select the project you would like associated with this document.
Double-clicking the Project cell displays Teamcenter projects you have privileges to access. If projects are not defined in Teamcenter, the Projects column does not display.
Note:
Your project access is determined at the time you log in to Teamcenter. If project access changes during time you are logged in, the project list will not be updated until you reestablish your session by logging out and back in again.
If you do not specify a project, your document is not associated with any specific project in Teamcenter. See the Solid Edge Embedded Client Administrator's Guide for details regarding defining projects using Teamcenter preferences.
Click OK.
Tip:
Right-clicking an occupied cell in the grid displays a shortcut menu to change the font, sort the properties, find and replace text, format columns, change column width, and hide columns.
All document properties are part of the transaction whether they are shown or hidden in the dialog box.
Double-clicking near a column divider expands or contracts the size of the cell to fit its contents.
Any changes you make to the columns are stored for future sessions.