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Add Files and Enable Revision Tracking in Items Library

00:00: This tutorial guides you through adding files to an existing part in your items

00:04: library.

00:05: You will learn how to select a primary file and enable revision tracking to manage

00:09: your items effectively.

00:12: To add files to an existing part in your items

00:14: library, begin by preparing the files you want to include.

00:18: Go to the items library and search the part to add the files to.

00:23: Click the part to open the item record.

00:27: Click the Edit files button to modify the files associated with the selected part.

00:33: Click the Edit files button to modify the files associated with the selected part.

00:34: Select a primary file. The primary file is the file that will show in the thumbnail.

00:39: Using the PDF of the drawing as the primary file is recommended for better clarity

00:43: of the preview.

00:47: To turn on revision

00:48: tracking, toggle on revision tracking.

00:52: You have successfully added files to a part in your items library, selected a

00:56: primary file for thumbnail display, and enabled revision tracking to monitor changes.

Add Files and Enable Revision Tracking in the Items Library

This guide shows how to attach files to an existing part in your Items library, choose which file appears as the thumbnail, and turn on revision tracking so changes to the part are recorded over time.

Before you begin

  • Sign in to the Sustainment portal: portal.sustainment.tech
  • Have the files for the part ready on your computer (for example, drawings, STEP models, and DXF files).

Step 1: Open the Items library

In the left-hand navigation, click Items library.

Step 2: Find the part

Use the search box in the top-right corner to search by item number or description, then click the item number to open the part record.

Step 3: Click Edit files

In the Files section of the part record, click Edit files.

Step 4: Upload your files

In the Edit files window, drag your files into the upload area or click browse to select them. Each file you add appears in the list below.

Step 5: Choose a primary file and save

Turn on the Primary file toggle next to the file you want shown as the part’s thumbnail preview, then click Update files.

Step 6: Turn on revision tracking

Back on the part record, switch on the Track revision history toggle next to Latest revision. Future file changes will now be recorded as new revisions.

Result

The files are attached to the part, the primary file appears as the thumbnail, and revision tracking is on so you can follow changes to the part over time.