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Procedure documentationCreating Originals Locate this document in the navigation structure

 

In addition to adding originals to document info records, you can create originals. You have the following options:

  • Create a new original

  • Create an original from a template

Note that adding and creating originals are very similar processes. However, when you create an original, the system displays a dialog box where you specify the workstation application and additional information such as the description. When you add an original (see Adding Originals), the system asks you to specify the workstation application only if you have defined multiple workstation applications.

Prerequisites

  • You have opened a document on the PLM Web UI in create or change mode.

  • You are on the Originals Processing tab page or in the Originals screen area of the General Data tab page.

  • To create an original from a template, you have created the required templates. For more information, see Source Files (Templates) for Original Application Files.

Procedure

Creating a New Original
  1. Choose   Create   New Original with Dialog  .

  2. Specify the required workstation application and, if required, enter a description.

  3. To select the original, choose Browse.

  4. To confirm your entries, choose OK.

    The system assigns the original to the document info record. You can now check in the original.

Creating an Original from a Template
  1. Choose   Create   New File from Template  .

  2. Select a template from the table and choose OK.

    Note that you can filter the table according to the workstation application by selecting the required entry in the Application field

  3. The system copies the original from the source document (template) to the document that you are currently processing.

    The system renames the original and assigns it to the document info record. You can now check in the original.