Setting Up the Document Management System
The DMS provides a secure and structured hub for centralized storage and access to the latest versions of your organization's corporate and project documents, emails, and drawings. The PIM Administrator is responsible for setting up and managing the Document Management System (DMS).
- Related Topics:
- Managing Document Pools
Document pools provide a virtual filing system for categorizing your organization's documents and emails. For each document pool, you assign roles to enable access for authorized users. Additionally, you can associate document pools with one or more entity record types. This allows users to link documents with specific entity records when they publish them to the DMS. - Managing Access to Document Pools
Access to document pools is governed at the role level. - Managing Document Filters
You can manage the filters that are available to users in the Information Zone. Document filters help users to narrow down their document searches. - Managing Document Suggestions
You can manage the suggestions that are available to users in the Information Zone. Document suggestions help users to narrow down their document searches.
Parent Topic: How to...