How to... Complete the step-by-step instructions for the tasks that you perform when working with documents and emails. Related Topics:Publishing Emails If you have the Deltek PIM Outlook Add-in installed, you can publish your emails from Outlook to the DMS. Publishing Documents You publish documents to the Document Management System to store them in a central place. You can track and manage updates to documents through version control, and share documents with teammates and colleagues. Managing Documents You can download, clone, and replace documents. You can also create new documents from templates, and send documents to the Recycle Pool. Editing Documents You can check out and edit a document if you have the required privileges. You can also edit the details of a document within the DMS. Managing Document Baskets Document baskets allow you to organize and group related documents and emails so that you can quickly access them. Sharing Documents You can share documents with colleagues, either by sending documents as attachments, or by sharing direct downloadable links to the documents within the DMS. Searching for Documents You can find documents in the DMS via a number of methods, including text-based searching, and filtering. Subscribing to Document Pools You can subscribe to one or more document pools to get notified when documents are added and updated in them. Parent Topic: Working with Documents and Emails HomeDeltek PIM HelpWorking with Documents and EmailsHow to...
How to... Complete the step-by-step instructions for the tasks that you perform when working with documents and emails. Related Topics:Publishing Emails If you have the Deltek PIM Outlook Add-in installed, you can publish your emails from Outlook to the DMS. Publishing Documents You publish documents to the Document Management System to store them in a central place. You can track and manage updates to documents through version control, and share documents with teammates and colleagues. Managing Documents You can download, clone, and replace documents. You can also create new documents from templates, and send documents to the Recycle Pool. Editing Documents You can check out and edit a document if you have the required privileges. You can also edit the details of a document within the DMS. Managing Document Baskets Document baskets allow you to organize and group related documents and emails so that you can quickly access them. Sharing Documents You can share documents with colleagues, either by sending documents as attachments, or by sharing direct downloadable links to the documents within the DMS. Searching for Documents You can find documents in the DMS via a number of methods, including text-based searching, and filtering. Subscribing to Document Pools You can subscribe to one or more document pools to get notified when documents are added and updated in them. Parent Topic: Working with Documents and Emails HomeDeltek PIM HelpWorking with Documents and EmailsHow to...