To Attach Notes and Files to a System

  1. Within the domain-specific workspace, click Manage tab Style & Display panel Style Manager drop-down , and click one of the following:
    • HVAC System Definitions
    • Piping System Definitions
    • Electrical System Definitions .
    • Plumbing System Definitions.
    • Schematic System Definitions.
  2. In the left pane, select the system to which you want to attach notes or files and, in the right pane, click the General tab.
  3. Click Notes.
  4. To add a note, click the Notes tab, and enter a note.
  5. To work with reference documents, click the Reference Docs tab:
    If you want to… then…
    attach a reference file click Add, select a file, and click OK.
    edit the description of a reference file select the file, and click Edit. Edit the description, and click OK.
    edit a reference file double-click the reference file name to start its application.
    detach a reference file select the file name, and click Delete.
  6. Click OK twice.