Document Detail Window

Displays general document data, e.g. Document number, Designation, Document type etc..

Displays further document data, e.g.Scale, Format, Status, Index etc.

Shows an extended preview. The control keys of the Viewer can be moved within the graphics window by clicking on the small fix button (top left). 

Use the arrows to move to the required direction. Plus and minus represent the zoom functions. 

Use the context menu to call several functions in order to Print and Save the graphic. If you select the Save as BMP... function, a window will be displayed where you can specify the file size and the path.

Use the View all function to return the whole drawing to the window after modifications of the view (zooming and/or moving of the graphic).

If you want to compare the graphics of several documents, fix the windows by activating the pin icon in the bottom left corner.

For documents that cannot be displayed temporarily because an update by the Spooler is in progress, you will see a corresponding system message instead of a preview here.

Shows all documents or articles that are linked as targets. The current document is the source. It can also be links of different types.

Shows all documents or articles that are linked as sources to the current document. The tab is structured like the Links tab.

Shows the Folders in which the document is contained.

When you right-click on an empty area in the Folders tab, a context menu with the following options will be opened:

• Create assignment to new folder (the Enter folder input mask will be displayed. The document will be assigned to the new folder that you specify here)
• Create assignment to existing folder (the Folder selection window will be displayed, allowing you to assign the document to an existing folder of your choice)

Shows the Projects in which the document is contained.

When you right-click on an empty area in the Projects tab, a context menu with the following options will be opened:

• Create assignment to new project (the Enter project input mask will be displayed. The document will be assigned to the new project that you specify here)
• Create assignment to existing project (the Select project window will be displayed, allowing you to assign the document to an existing folder of your choice)

If a linked notes document exists for the document, a preview of it will be shown.

The information on this tab provides an overview of the sub-documents to the entire model structure of the document managed in HELiOS.

Icons in the tree structure indicate the model type (part, assembly...) and dependent parts are also marked as such.

Also, it is indicated for each Inventor-related item whether it is a "regular" Part / Assembly, a parameter reference or a third party reference.

The Edit attribute configuration dialogue window for result list configuration on the Model structure tab offers the additional Model item tab with model item attributes.

Please note:

The Model structure display is currently only available for Inventor files.

To ensure a correct result list representation of the model structure, the Article context of the top part must be unambiguous!

If only a document structure instead of a model structure is available, this model structure will be displayed here in some cases (in Excel, AutoCAD and Navisworks interfaces).

This tab shows a result list of all documents that are used in conjunction with the active one, i.e. it is shown which sub-documents are linked to a document within the data structure saved in HELiOS.

On the Use tab you can find sorting functions for the display of the structure depth and the taking into account of indices:

Levels: Here you can select how many structure levels of the documents are to be shown. If you have selected All, all levels will be shown. If you have selected a particular value, all levels up to this value will be shown. That is, for the value "1", only the first level will be shown, for the value "2", the levels 1 and 2, for the value "3", the levels 1, 2 and 3 etc.

All indices: If this checkbox is active, all indices of the document will be taken into account. If the option has been switched on, the uses of the newer and older indices of the document will be shown. If the option has been switched off, only the use of the currently shown index will be considered.

The Utilized articlesl tab shows you the article contexts saved in the model structure for the document.

(If there is no model structure, the result list will be empty).

In contrast to the model structure (see above), this result list can be sorted and filtered more easily and articles can also be displayed consolidated, i.e. they only appear once in the result list, as is not possible in the context of the model structure due to its model tree and instance approach.

The articles listed here may deviate from the bill of materials (product structure) if, for example, you are working with non-BOM-relevant assemblies.

For use cases such as the release of an assembly structure, the display of used articles based on the model structure in the result list of the document context can therefore be very helpful.

If there are different configurations in the model structure, you can select them in the corresponding pull-down menu for the result list. The articles used then refer to the model structure in the respective selected configuration.

You will also find the following two additional options in this result list display:

• Display all utilized articles (all levels) <>  Display only directly used articles (1st level)
  
  If the setting Display only directly used articles (1st level) is active here, the result list will only show the articles of the first product structure level.

  Clicking on the icon changes the view to Display all utilized articles (all levels) and all articles of the product structure are displayed.

  Clicking again shows the 1-level view again.

• Show objects: After clicking, a selection dialogue opens to apply the following restrictions to the indices used for the display of objects (other objects are not displayed):

• Current state: Objects with the most recent/highest index (All indices of an object that do not relate to the most current/highest index are not displayed)
• All states: Objects independent of utilized index (No selection is made with regard to the index. I.e. HELiOS objects are displayed in all "occurrences" without consideration of their index status)
• Current and last released state: Objects with the most recent/highest index and last released state (If this option is active, HELiOS objects will be displayed with their current (in progress) index and, if available, also with their last released index)
• Non-released index: Objects with non-released index (Objects with non-released index To display all objects not yet released at Utilized articles, all unreleased indices of an object are listed)