Document Level folder

Besides structural folders, folders of the type Document Level can be created in the system folder Documents. Using these folders together with the drawings, a multi-level document structure can be created. At the sheet, the names of the drawing and the document level folders are copied into the attribute Part of. That way, the hierarchical levels of the documents tree can be used to create the document designation.

If you want to display the aspect to which the drawing is to be associated in the document designation, you can associate the document level folders with an aspect.

If you have selected the option Peer-to-peer cross-references for equipment are created only within the same drawing or folder in the project properties under Visio Settings/Cross-references, the system attribute Peer references only within this level is available at the folder. Using this attribute, you can control that cross-references for equipment are created on sheets within the folder.

To create a document level folder

  1. Select the Documents system folder or an object below this folder.
  2. On the shortcut menu, click New/Folder.
  3. This opens the dialog to edit the folder information.
  4. In the Type field, select Document Level via the arrow key.
  5. Enter additional information on the folder.

  6. You can define the position of the document level folder in the documents tree via the Position attribute.

  7. Click OK.
  8. The new document level folder is created and displayed with a blue icon in the documents tree.

 

The Position Attribute is taken into account on creating potential cross-references. On creating the reference chain, the position of the folders, the drawings and the sheets in the Explorer is taken into account.

To associate a Document Level folder with an aspect (Function, Equipment, Location)

  1. In the project Properties, expand the node General/Designation Standards.
  2. Select the option Use aspects (IEC 81346) for drawing name.
  3. Restart Engineering Base.
  4. The Associated Aspect attribute is now available for all sub-folders of the Documents folder.
  5. Select Open on the shortcut menu of the folder and click the button at the Associated Aspect attribute.
  6. In the displayed selection dialog, select the required aspect.
  7. The name of the associated aspect is automatically adopted as folder name. If the name of the associated aspect is changed, the folder name is also changed automatically.
 

If a folder with an associated aspect is copied into another project, the association is lost.

To associate document level folders with an aspect by means of a worksheet

  1. Open the Folders worksheet from the Documents folder or a respective sub-folder.

  2. If the Folders worksheet is not available in your project, you can copy it into your project from the standard template project Templates/Worksheets/Favorites.

  3. Via the icon, you can display the entire folder structure.

  4. Add the Associated Aspect column to the worksheet.
  5. Click a cell in the Associated Aspect column and select Select Associated Aspect on the shortcut menu.
  6. In the displayed selection dialog, select the required aspect and click OK.

  7. The name of the associated aspect is automatically adopted as folder name. If the name of the associated aspect is changed, the folder name is also changed automatically.