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# Document Management

## How To ...

Create Documents

- Create a Stored Document
- Create a 2D Drawing
- Create a 3D Model
- Create a Physical Model
- Create a Document with File Location
- Create an Archived Document (on Paper)

Editing the Document Master

- Create a Document Structure
- Change the Document Type

Display and Change the Document Status and Document Version

- Change the Document Status
- Create a New Document Revision without Structures
- Create a New Document Revision with all Structures
- Create a New Document Revision with Selective Structures
- Display the Old Document Revision
- Display the New Document Revision
- Delete a Document Revision

Sign a Document

- Sign a Document
- Verify the Document Signature

Allocate Objects to the Document

- Allocate a Company to a Document
- Allocate a Person to a Document
- Allocate a File to a Document
- Add a Document to a Folder
- Allocate a Distribution to a Document
- Allocate a Note to a Document
- Allocate an External Document to an Internal Document
- Allocate an Internal Document to an External Document

Display the Document Usage

The following examples will only turn out the displayed results if the documents have been allocated to the appropriate objects before and the required licenses for the objects are available. The functions are for information purposes only; the record cannot be edited. The application examples describe how to make the allocations (e.g. Item management, Workflow, etc.).

- Usage of a Document In a Folder
- Usage of a Document in a Classification List

Send Documents per e-mail

- Send a Document by Email to a Person
- Send an Email to a Person Allocated to a Document