How to... Complete the step-by-step instructions for the tasks that you perform when working with documents and emails. Related Topics:Publish Emails If you have the Deltek PIM Outlook Add-in installed, you can publish your emails from Outlook to the DMS. Publish Documents You publish files to the PIM 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. Create Documents To save time, you can create new documents based on templates stored in the PIM document management system, and you can clone existing documents. Search for Documents You can find documents in the DMS via a number of methods, including text-based searching, and filtering. Preview Documents Previewing documents in your application allows you to conveniently view the content of various file types, such as Office documents (Word, PowerPoint, and Excel), emails, images, PDFs, and ZIP files, without the need to download them. This feature ensures that you can assess the document content before taking further actions like downloading or checking out. View the Details of a Document You can view additional information about a document, such as the modified and received dates, file size, status, scale, and source. You can also access available renditions, previous versions, and file metadata. Edit 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. Manage Documents You can download, clone, and replace documents. You can also create new documents from templates, and send documents to the Recycle Pool. Manage Images in Smart View Use Image Mode to view, manage, and edit photos and images in a more efficient and user-friendly way. This mode is available when you view the Information Zone and the Documents tab on certain records. Manage Document Baskets Document baskets allow you to organize and group related documents and emails so that you can quickly access them. Share Documents You can share documents that have been published to the PIM DMS with colleagues. There are a number of methods available - you can share documents as email attachments, share document baskets, share download links, and issue project documents. Download Documents You can download copies of documents to your PC for offline viewing, printing, and sharing with colleagues. Subscribe to Document Pools You can subscribe to one or more document pools to get notified when documents are added and updated in them. Manage Document Coding Schemes Use document coding schemes to append reference information to the beginning of document titles when documents are published to linked document pools. One of the main benefits of using document coding schemes is to enable external companies to easily reference your documents. Parent Topic: Documents and Emails HomeDeltek PIM HelpDocuments 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:Publish Emails If you have the Deltek PIM Outlook Add-in installed, you can publish your emails from Outlook to the DMS. Publish Documents You publish files to the PIM 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. Create Documents To save time, you can create new documents based on templates stored in the PIM document management system, and you can clone existing documents. Search for Documents You can find documents in the DMS via a number of methods, including text-based searching, and filtering. Preview Documents Previewing documents in your application allows you to conveniently view the content of various file types, such as Office documents (Word, PowerPoint, and Excel), emails, images, PDFs, and ZIP files, without the need to download them. This feature ensures that you can assess the document content before taking further actions like downloading or checking out. View the Details of a Document You can view additional information about a document, such as the modified and received dates, file size, status, scale, and source. You can also access available renditions, previous versions, and file metadata. Edit 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. Manage Documents You can download, clone, and replace documents. You can also create new documents from templates, and send documents to the Recycle Pool. Manage Images in Smart View Use Image Mode to view, manage, and edit photos and images in a more efficient and user-friendly way. This mode is available when you view the Information Zone and the Documents tab on certain records. Manage Document Baskets Document baskets allow you to organize and group related documents and emails so that you can quickly access them. Share Documents You can share documents that have been published to the PIM DMS with colleagues. There are a number of methods available - you can share documents as email attachments, share document baskets, share download links, and issue project documents. Download Documents You can download copies of documents to your PC for offline viewing, printing, and sharing with colleagues. Subscribe to Document Pools You can subscribe to one or more document pools to get notified when documents are added and updated in them. Manage Document Coding Schemes Use document coding schemes to append reference information to the beginning of document titles when documents are published to linked document pools. One of the main benefits of using document coding schemes is to enable external companies to easily reference your documents. Parent Topic: Documents and Emails HomeDeltek PIM HelpDocuments and EmailsHow to...