Tools>Documents Explained

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Tools>Documents Explained

The documents tool is a storage area with an export function.

 

Important feature: All firmware versions can be stored under documents. Ensure that the latest firmware versions are always uploaded to your system.

 

Overview

At TOOLS>DOCUMENTS, the user can

add/upload new files and documents

download existing files and documents to a location on the PC and

delete files.

 

Documents that can be handled are e. g.:

Device- and Measuring- documents, datasheets etc.

Reports (many types but also not RMS generated documents)

FW files

 

Tools_documents_overview

New document

By clicking on New, the user chose a file in the filesystem, defines the document type, selects a related device or measuring point and can add still an individual description.

 

tools_documents_New1

 

Tools_documents_New

 

Load document

By clicking Load, the user can download an existing document. Please chose the document and click on Load.

 

tools_documents_load

Delete document

By clicking on Delete, the user can delete an existing document. Please chose the document and click on Delete.

 

tools_documents_delete

Review document

Documents can also be marked as reviewed. First mark the document to be reviewed. By clicking on Options>Review, the user can add a comment and confirm the review. Please note, that Option only appears if a document is marked.

 

tools_documents_option_review

 

If a document is reviewed, then a new document will be created with a new DOC-XX number and the title will be adapted: DOC-<ORIGID>_<OriginalName>_Reviewed".

 

The reviewed document will be the original document with an additional page at the beginning with the following details:

Document reviewed: The original DOC number.

Number of pages reviewed: x/x.

Name: Name of person that reviewed the document.

Comment: The comment added.

Date: Date and time that the document was reviewed.

Signature: User signature.

At the bottom of the page, the user, signature and DOC number are adapted.

Filter function

The filter available can be used to simplify the list of documents.

 

 

tools_documents_filterfunction

 

Update V2.8.0

Upload of calibration reports (pdf)

A calibration report/certificate (pdf), made outside of RMS, can now be uploaded and stored in RMS.

Pls. click on Tools > documents > New

Choose the pdf document

Define the document type as Calibration report and

Add a description (optional) and

Click <OK>

 

upload_calibration_report

Update V2.8.0

Upload document - selectable document type

When uploading a document, the user should have the possibility to select the type of report is being added from a list of all report types.

Tools > Documentation > New ...

The following document types can be chosen:

system_documentation_New1

 

Updated: 18.11.2025