Manage Incoming Documents
PIM Teamwork enables you to invite external contacts to access and upload drawings and documents to projects. For each project, you can configure the incoming document pools for individual contact roles, review all incoming files, and supersede batches of documents using the Smart Superseder feature.
- Related Topics:
- Configure Teamwork Settings for a Project
For each project, you can override some of the global Teamwork settings, including the document pools that specific contact roles upload files to, and the number of documents to display on the PIM Teamwork Incoming Files page. - Review Incoming Team Documents
As a project administrator or document controller, you can use the PIM Teamwork Incoming Files tab on a project to review documents that have been received from external organizations. - Supersede a Batch of Documents
When you receive files from external organizations, such as files received via PIM Teamwork, you can use the Smart Superseder to replace batches of project documents with the latest revisions. The Smart Superseder attempts to match incoming files with existing documents. If a file cannot be matched, you can manually select an existing document to replace, or you can publish the file as a new document.
Parent Topic: How to...