Save a new Solid Edge SP managed document

  1. Click Save to save the managed document.

  2. In the New Document dialog box, set the property values for the individual document properties being saved into SharePoint.

    Required document properties are identified with an asterisk.

    The URL column should specify the location for the document on the server before you assign additional properties.

    Tip:

    • Double-clicking the URL cell displays the Select Folder dialog box.

    • You can assign individual properties or click Assign All to have the properties assigned for you.

  3. (Optional) Select the project you would like associated with this document.

    Double-clicking the Project ID cell displays the Assign Projects-Select Projects dialog box.

    Note:

    Your project access is determined at the time you log in. 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 SharePoint.

  4. Click OK.

Tip:

  • Right-clicking on an occupied row or cell in the grid displays a shortcut menu to change the font, sort the properties, find and replace text, and format columns.

  • Double-clicking near a column divider performs a best fit on the grid.

  • Any changes you make to the columns are stored for future sessions.

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