File Management

Benefits

• Replace paper-based file sharing with a secure, centralized document repository and user-based access controls.
• Enable suppliers and partners to manage their design and regulatory documentation via controlled, self-service access.
• Share and collaborate on design documentation with suppliers and partners.

Details

• Store files of any type: Define valid document types and store them in a centralized repository. Associate an unlimited number of documents with one or more items, suppliers, requests, and changes.
• Expand specifications with file association: Associate files with items to further describe part specifications, design requirements, CAD drawings, and assembly and test procedures.
• Tracking: Capture file details such as name, author, creation and last modification date.
• Option to store files locally: Maintain a link to a file’s local web address, FTP server or file system.
• Automatic supplier item file linking: Automatically make files associated with sourced supplier parts (like datasheets) available within the Item Master.
• Revision association: Capture complete item history by associating documents with specific item revisions.

Advanced File Management
Retain complete document revision history using robust edition control, view activity related to file use, and download critical design documents. You can track markup files independently for each file edition, and utilize powerful search capabilities to locate files by unlimited user-defined attributes.

Benefits

• Improve document management efficiency with easy to use tools that capture and help quickly access unlimited files and many-to-many associations.
• Easily identify the most recent version of a document through comprehensive document revision control and history tracking.
• Manage collaboration on document modifications, corrections and markups with full vaulting of documents in any file format.

Details

• Categorization: Organize files into user-defined categories that make it easy to identify and group related documents.
• Edition control: Manage files under full version control with user-defined edition numbers.
• File check-in and checkout: Ensure accurate updating of shared documents in a collaborative environment.
• Many-to-many file association: Associate one or more files with multiple items, suppliers, requests, and changes.
• Markup file support: Track and view markup files independently for each file edition.
• Activity logging: View activity log identifying user, action performed, date and file edition affected.
• Document search: Locate documents by performing powerful attribute search or by searching associations including items, suppliers, requests and changes.