File attachments

Permissions for managing a file are described in the User roles & permissions help topic.

A file (called an attachment) is a CAD drawing, text specification, cost spreadsheet or other electronic file that's associated with a document, part or change. PDXpert's file management permits

  • File identification and type management
  • File check-out/check-in
  • Application/viewer launch

Library and external files §

Files are either managed within the data library or are links to files outside the data library.

When you want to capture the file at a point in time, you copy it into the data library by attaching to an item or an unreleased iteration.

When you want to always refer to the latest version of a file, regardless of its relation to a specific iteration of an item, then use an external file. Since external files are, by definition, not under the direct control of PDXpert, there's no guarantee that the file will always contain what you expect or even that the file will be available when you need it. You'll typically refer to external files whose contents are managed and updated by other organizations, such as a web page that contains vendor prices or purchasing lead times.

Item and revision files §

A revision file typically contains technical design information, and is always associated with a specific iteration of an item. A revision file is stored in the library; you cannot have an external revision file. A revision file is added to a pending document or part iteration, or to an un-routed change form. When the item is released, the revision file is permanently locked, and cannot be modified or deleted.

An item file contains background information like quotes, emails, sketches or other information that's not useful for actual production. These files are associated with the item, not a specific iteration. Any user with appropriate permissions can add an item file to an item, regardless of the item's release state. You can designate whether the item file is in the library or is an external resource. Item files are identified but not included in a PDX package.

File-specific attributes §

A file's properties include the file's original name, extension, size, and view/copy/modify/delete permissions.

File viewing §

If you have an appropriate file viewing application installed and have appropriate permissions, you can view the library file. PDXpert will launch the application that created the file, or another viewer application installed on your computer, based on the file name's extension (e.g., .dwg, .xlsx, .sch).

It's often useful to attach the original design file (a CAD or word-processing file) to maintain control over the design data, and include one or more equivalent files (.pdf, .jpg, .txt) that can be viewed by people who do not have access to the original authoring application.

File formats §

PDXpert manages files created by any Windows application. When you attach the file, the system records selected file system metadata, such as creation date, and whatever text is indexed by Windows Search Service.

Microsoft Windows provides adequate cross-platform file support. However, compressed files – .zip, .7z, .rar, and similar files – should be created only on a Windows machine. Do not attach a compressed file that was created on another platform (such as a Mac or Linux machine). Decompress it on your Windows machine, and then recompress it, before attaching it to a record.

PDX packages are compressed using the Windows operating system. Windows may optimize compressed library files as they're added to PDX files. If the original files were compressed on a non-Windows platform, this Windows optimization may create an invalid PDX package without warning.


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Help Guide Contents [PDF]