File Types

If you register a file, you must enter the file type. The ODM administrator must define file types in the File Type (dmdoc4110m000) session. The definition of a file type includes specification of valid file extensions for the file type. A file can only be assigned to one of the file types with which the file extension is associated.

To maintain the list of file types

To maintain the list of file types, on the Object Data Management menu, double-click Document Management > Files > File Type.

The File Type (dmdoc4110m000) session starts, which includes a list of all file types already defined:
[...]

To add an additional file type, take the following steps:

  1. On the File menu, click New. A new record appears.
  2. Enter the name for the new file type.
  3. Enter the file extensions that must be associated with the file type in the File Extension column in the following format: Drawing Files - *.dwg; *.bmp; *.jpg.
Note

The *.* symbol indicates that all the file extensions are permitted with the file type.

To assign default file extensions for file operations

Most file operations, such as view, edit, print, redline files, and so on, can be performed either from the Attached Files (dmdoc4540m000) session or from the Document Revisions (dmdoc1520m000) session. In addition, you can perform several additional file operations, such as Move Files, Copy Files, Get Local Copy, E-mail, Check Out File, Undo Check Out, and Archive Files from the Attached Files (dmdoc4540m000) session. If file operations are invoked from the Attached Files (dmdoc4540m000) session, the user selects the files to which the operations must be applied.

If file operations are invoked from the Document Revisions (dmdoc1520m000) session, and multiple files are attached to a document revision, the system must determine on which file or files to operate. These files are referred to as the main files for the operation for the document revision.

The ODM administrator must set up defaults that must be used to identify the main files for various operations for various file types, so that the user will not have to enter the main files for each document revision. The user can override these defaults for individual document revisions.

To set up the defaults, the ODM administrator specifies which file extension must be used by default for each file type and for each type of operation. The defaults are set up in the Default File Extensions for File Operations (dmdoc4550m000) session.

To assign main file defaults for a file type

To assign main file defaults for a file type, take the following steps:

  1. In the File Type (dmdoc4110m000) session, select the file type for which you want to set up main file defaults, and on the appropriate menu, click Assign Defaults. The Default File Extensions for File Operations (dmdoc4550m000) session starts.

    This session contains one row for each file extension associated with the file type. Each row contains check boxes for operations such as view and print:
    [...]
  2. For each type of operation, select the check box for the file extension that you want to make the default file extension for the file type. You can only select one check box in each column.

If a user requests to perform a file operation from a document revision, and if main files are not yet assigned specifically for that document revision, the operation is applied to the file with the extension that was listed as the default extension for the operation for the file type.

E-mail

To receive an e-mail message, the reviewer's e-mail address must be specified in the Employees - People (bpmdm0101m000) session.