Copy and paste reference documents to an operation

Reference documents, such as internal work procedures, design drawings, or information for validation or resource guidance, can have a separate, external lifecycle than operations. You can copy and paste reference documents of different types from various locations to an operation. Since an operation can be reused in multiple assemblies, pasting reference documents is an efficient method of reusing them across work package assemblies and processes.

Note

If the operation or its parents are checked out by another user, the paste command is not available.

Procedure

1. If you have not done so already, search for and open an existing work package, or create a work package and then navigate to the Process Planning or Work Instructions Authoring page.

      By default, parts are displayed in the Assembly panel or tab but nothing is visible in the Viewer panel.
   

2. From your Home, Favorites, or My Active Folders page, search for documents by filtering your search to the Documents category.

      For more information on using the Search box, see Active Workspace Fundamentals.
   

3. In the search results, do one of the following.

          To select nonconsecutive documents in the list, press Ctrl and select each document that you want to copy to a specific operation.
        
        
          To select consecutive documents in the list, press Shift and then select the first and last documents that you want to copy to a specific operation.
   

4. Right-click a selected document and choose Copy to copy them all.

5. Navigate to the Process Planning or the Work Instructions Authoring page that contains the operation to which you want to add the documents, and in the Editor or Process panel, select the relevant operation.

      Tip 
        You can open this page in another tab or window to make this process easier.
   

6. In the editor properties panel beneath the Editor panel, click the Documents tab.

7. Click Show Menu → Paste .

Results

The documents are pasted to the operation and are available for review in all processes that use that operation.