Create, edit and remove documents

Important: Never rename project drawings in Windows' File Explorer as it must be done in document management. The same applies to deleting documents from the project.

Create a document

Do the following:

1. On the drawing side, create a new document by selecting Electrical tab > Documents group > New.

2. Use the following definitions:

   • Drawing type – Multi-line diagram

   • Project directory – The same as where your project is currently

   • Add to project database – Always select this to link the document to the database.



Tip: If you forget to add the document to the database when creating a new drawing, you can add it later by clicking the Add document to project button in the Electrical window.

3. Add the default frame to the empty drawing by selecting Electrical tab > Frames and labels group > Insert.

   You have now created the new drawing, and added it to the project. You can now start designing.

4. Save and close the document.

Edit a document

Do the following:

1. In the Electrical window, click the (Open DB Tool) button to open the database tool.

2. Select the Documents tab.

3. Drag and drop the Filename column header to the grouping row.

   

Files and their frames/labels are arranged together.

• The blue row represents the whole document.

• The gray row represents document’s frame/label.

  

4. Right-click the blue row, select Rename and enter a new name.

Delete a document

Do the following:

1. On the Documents tab, right-click a blue row and select Remove document.

2. Select from the following options:

   • Delete the drawing from the project, and clean objects from the database.

   • Delete the drawing from the project and the project directory. Additionally, clean object data from the database. This option is recommended.

     

3. Click Remove.

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