Simple, flexible product lifecycle management software for growing companies™
Simple, flexible product lifecycle management software for growing companies™
Item files are typically "background" files like vendor quotes, correspondence, sketches and other information not associated with a specific revision. Item files are not as tightly controlled as revision files, and any item file can be added, modified or deleted regardless of the release state of the item's revision(s).
Open the form, select the Files tab, and then the Item Files tab.
If necessary, unlock the item form by, for example, pressing your keyboard's F2 key.
Use the PDXpert Tools menu (or Files context menu) to add each file individually, or use Windows Explorer to drag-and-drop one or more files.
The file cannot be copied to the library unless PDXpert can have exclusive access to the file. If the file is open in another application, you may receive a warning. Close the file in the other application and retry the attachment.
The file will not be copied into the library until you save or lock the item revision. After the file is saved, any changes made to your local copy won't affect the file that you attached to the Item Files list.
The source in your local folder is not affected by attaching the file.
From the Tools menu, select the Files | Add New File... command and then use the Add File to Library dialog to browse to your file. Select the file and click the Open button.
Open Windows Explorer and select one or more files to drop. You can multi-select files by using shift-click, control-click or by dragging a selection rectangle to highlight the files. Drag one of the highlighted files from Windows Explorer and drop it onto the Files list (all selected files will follow).
Ensure that at least some part of PDXpert's file list area is visible before you start the drag.
You can override the default file access permissions for the file. Select Permissions... from the Tools menu or the context menu to open the File Permissions dialog, and then set the View/Copy and Check-out/Delete checkboxes. Regardless of the selections you make, the current revision's trustee, as well as analysts, will always have permissions to the file.
You can delete an attached file by unlocking the item form, selecting the file, and pressing the Delete key on your keyboard or selecting Delete File from the Tools menu or context menu.
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