Adding complex files to the document
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Prerequisites:
- Access to the File > Document (DC003) menu.
- Category configured with the complex electronic file type.
- Configured complex file container.
- Created document with configured general data.
Introduction
Complex electronic files are found within container folders with content types such as "Free format", "Specific format", "Template", or "Parasolid file" in the document.
To learn how containers work, refer to the What is a complex file container? article.
See how to add a complex electronic file to the document:
Adding an electronic file
1. Access the File > Document (DC003) menu.
2. On the list of records, select the document whose category is configured with "complex files" and click on 
.
3. On the document data screen, select the Electronic file tab.
4. Locate and select the container folder to which you wish to add the file.
5. Once the folder is selected, click on the 
button on the side toolbar.
6. If the container has been configured to use a connector, the process of associating electronic files may vary. Thus, upon selecting a default item in the structure, a specific connector screen will be displayed for the selection of the electronic files. Add the electronic files according to the screen.
7. If the connector usage is not configured, on the screen that will be displayed, drag and drop the files on the indicated area or click on the Select file button, browse through the files saved in the computer, and select the desired files.
8. Wait until the files are completely loaded.
9. If any error happens, the system will display an alert icon. Hover the mouse pointer over the icon to view the error details.
It will not be possible to add a number of files higher than the maximum quantity of files supported by the folder.
The system will issue an error alert when trying to associate the same electronic file with different documents if the "Allow associating the same electronic file" option is not checked in the Document tab of the general parameters.
It is necessary to associate the files according to the format defined for each item in the structure of the container. For example: if it is configured that the file format supported by the folder is "Free format", it will be possible to associate any kind of electronic file. If a specific format has been defined, only those formats that have been specified can be associated.
Certain file extensions can be blocked for uploading according to the upload security configurations set in the Configuration > System (CM006) menu of the Configuration component.
10. Once all files are loaded, click on the Finish button.
Conclusion
After adding them, all associated electronic files will be displayed in the list of records of the container folder.