The "Attachments" group shows details about other documents that has relationship with the selected document. A document may have two types of relationships with another document. "Association" is one kind of relationship, which is built and maintained manually after the document is added to Wrench Enterprise. The types of association are further organized in to the following categories.
Specters
Related Files
Reference Documents
Comments
Client Comments
Markup
Squad Check Comments
Adding different types of attachments
In the attachments group of the document details window different types of attachments can be added. For adding an attachment type you have to select the respective attachment type.
To select an attachment type
- In the document details window navigation pane select Attachments
Figure: Selecting attachment types
Different attachment types and number of attachments under each attachment type are displayed here. On selecting an attachment type details of attachments added are also displayed. You can carry out different operations with an attachment and these are explained in the following sections. In addition adding different types of attachments are explained in the following sections.
Adding Specters
Adding Related Files
Adding Reference Documents
Adding Comment files
Adding Client Comments
Adding Markup
Adding Squad Check Comments
Adding Specters
Specter or shadow files are the PDF files which are stored with the native files. These are stored so that while sending transmittals only the specter files are sent. Also it can be defined that users can only view the specter files and not the native files, so that editing and copying is not possible.
Specter is an non-editable version of the original Document. (For Example: Adobe PDF.) For security and protection of the original, a non-editable version of the original Document can be created , which will be referred for all downstream operations. This prevents the original being modified in any context as the original is never distributed.
You can add an attachments, specter files, comments or markups to existing as well as previous revisions of a document. This facility enables the user to identify the Comments/Attachments of a particular revision at a later point of time.
To add specter files
- In the attachments type select Specter
- Click Attach Specter
Specter File selection window is displayed
Figure: Adding Specter
- Click the field Select a file and choose a file
- Select the purpose of attachment from a drop-down list
- Enter your Remarks
- Click OK to save changes and continue
Once the specter file is attached successfully, the attachment is displayed as shown in the following figure.
Figure: Attaching Specter file
Attached specter file can be downloaded to an external location, replaced and deleted. Click the following icons to carryout these operations.
: Click this icon to save the specter file to a specific location.
: Click this icon to replace the selected specter file with another file.
: Click this icon to remove the attached specter file.
Adding related files
Related Files are documents which are referred to the original document.
For Example, "Assembling Instructions" is a related file to an "Assembly Drawing". In another context, "Organization Chart" is a related file to "Leave Application procedure" document.
To add related files
- In the attachments type select Related Files
- Click Attach Related File
Figure: Attaching Related Files
Related file selection window is displayed
- Click the field Select a file and choose a file
- Select the purpose of attachment from a drop-down list
- Enter your Remarks
- Click OK to save changes and continue
Attached related file can be downloaded to an external location, replaced and deleted. Click the following icons to carryout these operations.
: Click this icon to save the related file to a specific location.
: Click this icon to replace the related file with another file.
: Click this icon to remove the selected file.
Adding reference documents
References which are attached to the document are displayed here. A new document (with all properties such as a genealogy ,document number, title, etc.) or an existing document in Wrench can be added as a reference document.
During the life cycle of a document, different wrench documents are referred for developing the document. Such links to other wrench documents can be preserved along with the document as “Reference documents”.
To add reference documents
- In the attachments type select Reference Documents
- Click Attach Reference Document
Document Addition window is displayed.
For more information on working with the Add Document window refer Adding a Single Document.
- Enter values for fields in the document addition window.
Figure: Attaching Reference Document
Attached reference document can be detached from the main document and details related to the attached document can be viewed by clicking the respective icons.
: Click this icon to view the details related to the reference document.
: Click this icon to detach the reference document from the main document.
Adding comments
Comments files are the files which are used by internal checkers. A comment file can be attached in the comments tab. In the case of interdepartmental reviews, review comments by different users can be attached to the document and the comments can be consolidated to a single document. The consolidated comment document and can opened for reviewing and the reviewed document is attached to the main document.
For Example: In the event of requirement of a change on the original design drawing, a document change request can be created for the original Document. The changes required are entered in a comment file and it is attached to the change request.
To add comments
- In the attachments type select Comments
- Click Attach Comments
Comment addition window is displayed
- Click the area with the text Select a File
- Select a File from the File Selection window and click Open
Figure: Adding a comment file
Selected file will be displayed in the Create window.
- Click OK to save the comment file and continue.
Attached comment file can be downloaded to an external location, replaced and deleted. Click the following icons to carryout these operations.
: Click this icon to download the comment file to a specific location
: Click this icon to replace the comment file with another file
: Click this icon to delete the comment file.
Adding and consolidating interdepartmental review comments
When a drawing or document undergo interdepartmental review, each reviewer opens the document and mark their comment on the document. For each reviewer a different document is generated automatically while opening the document for commenting. The reviewer then attaches this commented document to the main document. If five reviewers open the document for commenting five separate comment documents are created. Each of the document is attached to the main document by the reviewer as Attachments. The different comments files can be consolidated to a single document. This consolidated comment document can be further reviewed and the reviewed document can be attached to the main document.
The following operations is available in the comments window of the Attachments tab. Using these options you can attach comments, consolidate client comments, review consolidated comment documents.
Open for Commenting
This option is for opening the main file or specter attachment and commenting on it.
To open a file for commenting
- Click the smart folder in which the document is stored
List of documents is displayed
- Select the document that you want to open for commenting and double-click
Document Details window is displayed
- In the tab strip click More and in the pop-up menu click Open for Commenting
Open for commenting window is displayed. Here you can select main file or specter file for commenting purpose by clicking the respective radio button
Figure: Open for commenting box
- If the radio button next to option Document is selected, the File Selection window is displayed
- Select the document that you want to open for commenting and click Open
If the radio button next to option Specter is selected, the specter file available in the document attachment will be downloaded.
In the document enter your comments and save the document.
Attach Comments
This option is for attaching comment file stored in the local system to the server. Comments can be attached from the Attachments tab in the document details window and smart folder.
To attach comments
- Select the document to which you want to attach comment
- Click Attach Comments
Comment dialog box is displayed
- Click the field Select a file
- Open File window is displayed. Select the comment file from the location where it was saved.
Figure: Attaching Comments
- Enter the purpose of attaching the document in the Purpose of attachment field.
- You can also select the purpose of attaching the document from a drop-down list.
- Click the down arrow next to Purpose of attachment to choose a purpose from the drop-down list.
- Enter your Remarks. This is not mandatory.
- Click OK to continue
Your comment file is attached successfully
Consolidate Comments
Comments entered by different reviewers in the attachment have to be consolidated to one single comment file. Consolidate Comments option helps you in carrying out comment consolidation.
To consolidate comment file
- Click Consolidate Comments
Consolidate Comments window is displayed. Here details of comment files attached by different reviewers are displayed.
Figure: Selecting comment files
- Select the check box next to the files that has to be included for consolidating
- Click Preview to view the consolidated file.
- Click Attach Consolidate to attach the consolidated comment file to the document
- Click the Cancel button if you want to discard the consolidation operation.
If the operation is successful the following message is displayed
- Click OK to continue
A single consolidated comment file is created as shown in the following figure. This file will contain comments marked by different users consolidated.
Figure: Consolidated comment file creation
Open for Review
The consolidated comment file can be opened for commenting. Consolidated Comment file can be opened for review from Attachments tab in the document details window and from the smart folders menu.
To open for review
- Click Open for Review
The consolidated file is opened for Review
NOTE: The file opened for review will have the tag CONSOLIDATED_REVIEWED for the purpose of identifying the review file.
- After reviewing the consolidated comment file, the file is saved.
Attach Review
The saved review file can be attached to the document.
To attach review file
- Click Attach Review
Comment dialog box is displayed
Figure: Reviewing consolidated file
- Click Select a File, to choose the reviewed consolidated file
- Enter the review purpose or select the review purpose from a drop-down list that would contain a list of pre-defined review purposes.
- Click OK to continue
Comment files, consolidated comment files and reviewed consolidated file would be listed under the comments sections in the attachments tab as shown in the following figure.
Figure: Comment files consolidation and review
Adding client comments
Client comments reflect the client's remarks on various operations. Usually the client comments are attached to the documents.
To add client comments
- In the attachments type select Client Comments
- Click Attach Client Comments
Figure: Attaching Client Comments
Document Addition window is displayed with basic document details filled in. For more information on adding a document refer Adding a Single Document.
- Select the comment file and save changes
You can carry out the following operations on an attached comment file.
: Click this icon to view the details of the attached client comments
: Click this icon to download the client comment file to a specific location
: Click this icon to check out the comment file for editing
: Click this icon to check in the comment file after editing
: Click this icon to replace the existing comment file with another file.
: Click this icon to remove the comment file from the document.
Adding Markups
Markup is a means of highlighting a required change on a drawing/document. When a drawing is in the final stages of a design, the drawings are published for review. Corrections and comments are received electronically through markups. You can re-publish your drawings based on these comments. Doing all this electronically shortens review cycles, and results in a more efficient design process. The default document viewer used with Wrench Enterprise has a native facility to create markups. It means you can create comments without editing the original file. These are also similar to comments. The difference is, comments are mostly textual whereas markups are mostly graphical.
NOTE: In order to understand how to create a markup it is recommended to refer the Autovue user manual.
To add markup
- In the attachments type select Markup
- Click Attach Markup
Figure: Attaching markups
Markup Addition window is displayed
- Click the area with the text Select a File
- Select a File from the File Selection window and click Open
The selected markup is displayed in the Create window.
- Click OK to save changes and continue
Adding Squad Check Comments
Process of circulating the document for the comments of respective disciplines is referred as Inter-Disciplinary Commenting or Squad Check.
To add squad check comments
- In the attachments type select Squad Check Comments
Figure: Adding Squad Check Comments
- Click Attach Squad Check Comments
Document Addition window is displayed with basic document details filled in. For more information on adding a document refer Adding a Single Document.
- Select the Squad Check Comment file and complete the document addition procedure.
You can carry out the following operations on an attached squad check comment file.
: Click this icon to view the details of the attached client comments
: Click this icon to download the client comment file to a specific location
: Click this icon to check out the comment file for editing
: Click this icon to check in the comment file after editing
: Click this icon to replace the existing comment file with another file.
: Click this icon to remove the comment file from the document.