Company Name: , Actual User: , User Function: , PDM Version:
Actual Function: Overview Assignable Documents
Search Items:
| 2026/11/06 13:31:06 *New Single Doc Upload | Select | ||
| 2026/11/06 13:30:56 *New UBL+PDF Pair Upload | Ubl | Select | |
2 items
Assignable documents are documents that have been uploaded to the PDM app but have not yet been assigned to a
Dossier.
The default name given to documents when they are uploaded to the PDM app is the Date and Time of upload.
After document properties are filled in the Document-Definition & Dossier-Assignment page, the Documentname is changed to the name of the TradingPartner.
As you can see, you can view each document on this list in PDF and, where applicable, also in UBL format.
You can Sort the list by clicking on the column header and you can Search the list by entering text in the search textbox.
Viewing, Sorting, and Searching lists also applies to similar lists within the PDM App.
Clicking the Select link takes you to the Document-Definition & Dossier-Assignment page, where you can Assign documents to Dossiers.
Documents which have been assigned to Dossiers, disappear from this list of Assignable Documents and appear on the list of Assigned Documents but can also be accessed from the Dossiers to which they are assigned.
The default name given to documents when they are uploaded to the PDM app is the Date and Time of upload.
After document properties are filled in the Document-Definition & Dossier-Assignment page, the Documentname is changed to the name of the TradingPartner.
As you can see, you can view each document on this list in PDF and, where applicable, also in UBL format.
You can Sort the list by clicking on the column header and you can Search the list by entering text in the search textbox.
Viewing, Sorting, and Searching lists also applies to similar lists within the PDM App.
Clicking the Select link takes you to the Document-Definition & Dossier-Assignment page, where you can Assign documents to Dossiers.
Documents which have been assigned to Dossiers, disappear from this list of Assignable Documents and appear on the list of Assigned Documents but can also be accessed from the Dossiers to which they are assigned.