docs / plm / Attachments and workspaces

Attachments and workspaces

Attachments

Attachments are files on a part (a datasheet, a supplier drawing) or on one of its revisions (its drawing, a test report). Each part's Attachments tab lists them: drop or pick files, choose the part or a revision in work and a kind, then view, download or remove them.

In the CAD app, the PLM pane links to the part's Attachments tab. The BOM can list each line's attachments, and its CSV download can include them.

Workspaces

Every user has a workspace: their own tree of folders holding links to parts and files. In the CAD app, File → Open browses your workspace instead of a disk folder. The web workbench opens on it (Home).

Parts always live in the database. A link is never a copy, and deleting a link never touches the part.

Who can see a workspace. Only its owner changes it; administrators cannot change someone else's either. With Workspaces browsable on (the default), anyone signed in can read another user's workspace; off, only its owner and administrators can. Viewers have workspaces too, since a workspace changes no part.

Home in the web workbench

Home shows your workspace as a tree: expand folders, parts, revisions and their attachments, and select one to see its details on the right. The All parts collection also lists parts that are in no workspace. Drag workspace entries onto folders to move them, drag parts or revisions from the catalog to make links (a revision link is pinned), or use Move… / Add to folder… from the keyboard. Dropping files onto a folder uploads them; a file with an existing name becomes a new version.