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6-Contributor
August 27, 2024
Solved

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

  • August 27, 2024
  • 2 replies
  • 2178 views

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.

Best answer by jbailey

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

 

jbailey_2-1724875707481.png

 

 

 

2 replies

17-Peridot
August 28, 2024

Hi @AK_10995767,

 

Could you check whether the following article helps your use case

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

 

6-Contributor
August 29, 2024

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
jbailey18-OpalAnswer
18-Opal
August 28, 2024

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

 

jbailey_2-1724875707481.png

 

 

 

6-Contributor
August 29, 2024

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
18-Opal
August 29, 2024

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