How to add 'Add Coversheet' robot in a workflow for Coversheet Wincom Extension?

[AK_10995767]

Version: Windchill 12.0

Use Case: Coversheet Wincom Extension allows users to add cover sheets at the beginning of PDF documents. Coversheets are often required on PDF’s distributed outside of your organization. For example: Sending documents to regulatory agencies, where adding a cover sheet provides the approval audit trail for the PDF’s specific date.

Description:

Hi Team,

Please let us know if you have already worked on Coversheet wincom extension.

We are trying to search how to add 'Add Coversheet' robot in a workflow for Coversheet Wincom Extension?

Our use case: If a Document is processed through a change management, then all the approver and reviewer username should be captured in Coversheet.

[TDT]

Hi @AK_10995767,

Could you check whether the following article helps your use case

https://windchill-extensions.ptc.com/kb/articles/eCaKoH6kaURMim9F

[AK_10995767]

Hi @TDT , I checked the article you provided, and the article is basically about the Watermark extension. This is helpful for watermark related works, but I am looking for the Coversheet extension related solutions.

Thank you.

[jbailey · Accepted solution]

If you go to the extension manager and the admin guide for coversheet, there are examples for adding/removing cover/trailing sheets via robot.

[AK_10995767]

Hi @jbailey , when I clicked on the admin guide icon, I am getting 'Failed to load documentation'. Please share me the admin guide if you have it handy.

[jbailey]

Which build of coversheet do you have installed? Which version of Windchill?

[AK_10995767]

Hi @jbailey , I can see the admin guide now for the extension. Our windchill was running on Http rather than Https, so I was facing the issue.

Anyway, we are using windchill version 12.0, and Coversheet extension version 1.34.

Thanks for your help.

[AK_10995767]

For others, I am adding the pdfs for Coversheet guide:
1. Admin Guide, 2. User Guide

[jbailey]

@AK_10995767 I probably wouldn't attach those docs. 1) it has your server url at the bottom, and 2) those are Copyrighted. Any Windchill customer can download a trial version of the Coversheet extension and also download the guides.

[AK_10995767]

@jbailey thanks for the guidance. I have removed the docs. Yes, anyone can download and see, if extension is installed.