Add a document to a step or activity

When you edit an operation, you can add documents to each step and activity that support the operation. To add a document to a selected step, you use the Document Tools toolbar. There are several ways to add documents to steps and activities:

Import From Document - Stores the actual document in the SQL database for later recall and display.
Link to Document - Stores a link to the original file. Users attempting to view a linked document must have rights to the network path containing the linked document.
From Library - Adds a document from the Document Library.
From any Process - Adds a document from this or any other process in the database.
From URL - Adds a document from a URL.

Any document added at the step level will be present and available at each of the subordinate activities as well. Operators on the shop floor can navigate a list of documents in the Document Viewer gadget.

You can upload or link to any type of document for a step.

Note:

An appropriate viewer must be available for each document type on the computer running the Production client application. For example, if you upload a PDF file as a step document, there must be a PDF viewer installed on any computer used to view the Production documentation.

Related topics
Document Library