Saving Documents

1. Open the CATProduct document you want to save.

2. From the SmarTeam toolbar, click Save .
   Alternatively, select SmarTeam  > Save.
   The Save As dialog box that appears. In case no leading project is defined, the dialog box lets you choose the project in which you wish to save the document. If, as shown below, a leading project exists, the dialog box displays the name of this leading project. For more about projects, see the SmarTeam documentation.

3. Select Link to project to save the document in the current project.
   By default, this option is not selected.

4. Select Add to desktop, now available, to ensure that the document will be shown in the different SmarTeam windows. In case you do not select this option, the only way of finding this document will be by using the SmarTeam Search capability. For more information about searching for documents, see the SmarTeam documentation.

5. Select Link to project to ensure that the document is linked to the chosen project.
   By default, this option is not selected.

6. Click Advanced to access additional information.
   This part of the dialog box shows all the different document linked to the CATProduct document you are saving.

7. Click on any of these CATPart documents.
   The corresponding SmarTeam profile card is displayed. It provides an organized interface that displays the attributes of the selected part.

   The profile card is divided into different groups of data, that change according to the type of object selected. As shown in our scenario, a CATPart profile card has three groups:

   General System Notes You just need to click the + sign to the left of the group name to expand it and access the requested information.

8. Clicking Project Manager   allows you to return to the initial dialog box.
   SmarTeam shows the profile card corresponding to the CATProduct document. In our scenario, five parts are to be saved. SmarTeam has already identified the product as shown in the document ID field of the document profile card:

9. Enter the information you need in the different editable fields of the profile card.  Fill in the fields as described below in Save As Dialog Box, or accept the default attributes. Other attributes are filled in automatically with CATIA information.

10. Now that you have entered your own information, click Save to save the document in SmarTeam.

11. Take a look at the icons for the documents in CATIA specification tree.
    New icons indicate the current status of the CATProduct and CATPart documents. The document you created is now saved in SmarTeam, and you still can edit and save it.

    Note that the SmarTeam status is displayed on the top right side of each document icon. Here, the icons indicates that the CATProduct document as well as CATPart documents can be edited. There are two ways of displaying icons. A dedicated setting lets you choose the display that best meets your needs. Here, you can note that the icons are of the simplified type. For more about CATIA tree icons, see Customizing.

Editing Documents

If after saving a document in SmarTeam as shown above, you later on edit and save this document in different ways (graphic properties, geometry etc.) in CATIA, these modifications are reflected in SmarTeam. The document's profile card displayed reflects the changes you made to the document.

Save As Dialog Box

The following describes the options in the Save As dialog box: