Metis Smart Modeling - Documents
From Metis Documentation
(→Document Types) |
(→Assigning Documents to Versions) |
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When selecting a child version from the drop-down list, a check-box appears to the right of the drop-down list which grants the user the option for the child version to use the same documents as the parent version, meaning that any documents from the child version will no longer be accessible when the check-box has been ticked; this applies both in Smart Modeling and Smart Quotes. | When selecting a child version from the drop-down list, a check-box appears to the right of the drop-down list which grants the user the option for the child version to use the same documents as the parent version, meaning that any documents from the child version will no longer be accessible when the check-box has been ticked; this applies both in Smart Modeling and Smart Quotes. | ||
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| + | [[File:MSM_Documents_Add.png|center|600x400px]] | ||
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| + | Clicking on the "Add" button [[File:MetisSmartModelingAddButton.PNG|link=]] opens the '''Document''' window. Documents are listed in the table below organized by their name in the '''Designation''' field or by the date they were added in the '''Date''' field. | ||
| + | The user must first choose between '''Offer Level''' and '''System Level''' by selecting the appropriate radio button. If the user chooses the Offer level, then the document will be available to all offers found in Smart Quotes and refer to the content of the offer altogether. For the system level, once the radio button has been ticked, a list of all the systems found in Metis will be presented in another table below. The user can then select the desired systems which will have access to the document by ticking the appropriate check-boxes. Documents linked to system will be available in Metis Smart Quotes for the selected system(s) and refer only to the content of the occurrence of a system. Then the user must select the type of document from the '''Document Type''' dropdown list. | ||
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| + | In the table below the user must enter the name of the document in the '''Document Name''' field for each of the available languages then select the document file by clicking on the icon to the right of the '''File Name''' field. | ||
| + | When clicking on this icon, another '''Document''' window opens with the '''Add''', '''Delete''' and '''Edit''' action buttons and a list of previously added documents along with the date each document was added on in the column to the right. | ||
== Preparing documents == | == Preparing documents == | ||