Attaching Documents

Overview

Attaching shop drawings, shipping manifests, RFI responses, and other product documentation within Manufacton is simple

Attaching Documents

Documents can be added to:

1. An overall Order by selecting the Add (“+”) button in the Documents area of the Order
2. A specific Item, a specific Work Step (for Production Orders) or a specific Task
3. When adding to an Item, Work Step, or Task, a “Documents” dialog will appear on the right side of the order and selecting the Add (“+”) button in that dialog.
   
   In any case, an Add Document(s) dialog will appear.  Documents can be added in several different ways:
   
   
4. By dragging and dropping them from a File Explorer window into the grey box in the Add Document(s) window.
5. Selecting the “Browse Files” or Add (“+”) button opens a “File Explorer” window where files can be navigated to and selected.
6. Adding a URL and Display Name to a document stored in a cloud server.
7. Add Manufacton Form (See the KB Article on Forms and Form Builder for more information on this topic)
8. Any attached document can be marked as “Private” by selecting the Mark as Private Document checkbox next to the Add method.
   • Private documents will appear with a red icon next to the file name.
   • Private documents are used in conjunction with the Linked Projects functionality.  For more information on Linked Projects, see the KB Article on Linked Projects.
9. Once the documents have been selected, the Add Document(s) button saves those document.

Document Links with Excel Import

Users can use URL links to attach documents as well, simply format a spreadsheet with a "Documents" column and enter the URL link in that column. Multiple links are also permitted. When entering multiple links, simply separate the links with a comma and the upload will permit multiple links per item/order/run/etc.

Referencing a Dropbox or Box Link

 To attach a project link to an item or order in ManufactOn from Dropbox or Box, follow the below link.

• Link the Dropbox document to a ManufactOn Order
• Link the Box document (under "Direct Links") to a ManufactOn Order

We also recommend you download the Box or Dropbox applications for whichever mobile device you are using.

• Dropbox - Itunes + Google Play
• Box - Itunes + Google Play

Referencing a Bluebeam Studio Session

To attach project documents located within Bluebeam project session, follow the below link.

• Link a bluebeam session document to a ManufactOn order.
• Click "Sharing Project Files Outside the Project".