Skip to main content
6-Contributor
August 27, 2024
Solved

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

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.

jbailey
jbaileyAnswer
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

 

 

 

9 replies

18-Opal
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

 

Translate
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.

Translate
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

 

 

 

Translate
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.

 

Translate
jbailey
18-Opal
August 29, 2024

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

Translate