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PLM Office - Extended functionality of the file number

PLM Office - Extended functionality of the file number

Message dated: 23 January 2020

In PLM Office the file number management has been extended. Thus the file numbers were upgraded to a "process", to which "process types" can be assigned in addition.

This makes it possible to organise the documents even more individually.
"Transaction types" such as claims often require an additional, separate schema for document numbers that is independent of document management and can be realised with this extension. Substructures that are classified and configured according to certain criteria, such as types, opponent claims, claim partners, own or third-party claims, can also be considered.

PLM Office / DMS - alignment of the structure trees in PLM Office and PLM-DMS

PLM Office / DMS - alignment of the structure trees in PLM Office and PLM-DMS

Message dated: 14 May 2019

Selection records in DMS are controlled via a structure tree, which is divided into a "project structure" and an individual "user structure".

Analogous to this, the structure tree in PLM Office has been extended, which now offers improved sorting options for all Office objects such as email, fax, transmittal, appointments, protocols etc. The extended structure tree can now also be used in the mail wizard. The Mailwizard is part of the PLM Outlook plug-in and is used for exporting emails to PLM Office.

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