Add a Reference Document

Select .

The Add Reference Document window appears.

In the Document Path box, select .

The Edit Document Path window appears.

If you want to store the reference document in the GE Digital APM database:

1. Select Upload a Local File, then select , and then select a file to upload.

2. Select Save.

The document path is added to the datasheet.

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If you want to link the reference document to an external network file, select Link to an external network file, and then enter the external network file path in the text box.

Note: Before you link a reference document to an external network file, you must configure the server credentials of your network in GE Digital APM.

The following file formats are supported:

• Microsoft PowerPoint (.ppt, pptx, .pptm, .pps, .ppsx, or .ppsm)
• Microsoft Word (.doc, .docx, or .docm)
• Text files (.txt, .rtf, or .odt)
• Adobe Portable Document Format (.pdf)
• Images (.jpg, .jpeg, .jpe, .gif, .png, .tif, .vsd, .vss, .vst .vdx, .vsx, or .bmp)

The following file protocols are supported:

• HTTP (Hypertext Transfer Protocol)
• HTTPS (HTTP over SSL)
• UNC (Universal Naming Convention)

Select .

The reference document is saved.

Note: The link to the document appears in the Document Path box.

Access Record Manager.

Select .

The Search window appears.

If you want to search reference documents of all families, select .

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If you know the name of the reference document that you want to link, enter the name in the search box, and then press Enter.

Select the check box next to the reference document that you want to link, and then select OK.

The reference document is linked to the record.