How to... Complete the step-by-step instructions for the tasks that you perform when working with document issues in the Document Lifecycle Manager. Related Topics:View Document Issues for a Project You can view all documents that have been issued for a project. Issue Documents from the DLM You can issue controlled documents from a project's DLM to distribute the latest versions to selected recipients. You can choose the renditions that you want to issue, and include any previous revisions. Issue Documents from the DMS You can issue project documents that are stored in the DMS to selected recipients. At least one rendition must exist for each document that you want to issue, and documents must be stored against document pools that are linked to the project. Submit a Document Issue for Approval If your system requires document issues to be approved before they are sent to recipients, you must submit the issue for approval after creating it. Process a Document Issue If your system requires document issues to be approved, you must process any approved document issues in order to issue the documents to the intended recipients. This task is also used to process any saved document issues that were not previously processed. Clone a Document Issue Clone an existing document issue to quickly create a new one. You can modify any of the details before you process it. Create a Historical Document Issue If you have previously distributed project documents to contacts, but you not did formally issue them through the project's DLM, you can create a historical document issue. Edit a Document Issue You can edit the details of any document issue that has not yet been issued. For example, before you issue the documents, you can add and remove documents, update any details, and add or remove recipients. Resend a Document Issue You can reissue documents to one or more of the original recipients for any document issues that have already been processed. Download Documents from a Document Issue You can download all documents for a document issue as a ZIP file. Delete a Document Issue You can delete a document issue if it has not yet been processed. Parent Topic: Document Issuance HomeDeltek PIM HelpDesign ManagementDocument IssuanceHow to...
How to... Complete the step-by-step instructions for the tasks that you perform when working with document issues in the Document Lifecycle Manager. Related Topics:View Document Issues for a Project You can view all documents that have been issued for a project. Issue Documents from the DLM You can issue controlled documents from a project's DLM to distribute the latest versions to selected recipients. You can choose the renditions that you want to issue, and include any previous revisions. Issue Documents from the DMS You can issue project documents that are stored in the DMS to selected recipients. At least one rendition must exist for each document that you want to issue, and documents must be stored against document pools that are linked to the project. Submit a Document Issue for Approval If your system requires document issues to be approved before they are sent to recipients, you must submit the issue for approval after creating it. Process a Document Issue If your system requires document issues to be approved, you must process any approved document issues in order to issue the documents to the intended recipients. This task is also used to process any saved document issues that were not previously processed. Clone a Document Issue Clone an existing document issue to quickly create a new one. You can modify any of the details before you process it. Create a Historical Document Issue If you have previously distributed project documents to contacts, but you not did formally issue them through the project's DLM, you can create a historical document issue. Edit a Document Issue You can edit the details of any document issue that has not yet been issued. For example, before you issue the documents, you can add and remove documents, update any details, and add or remove recipients. Resend a Document Issue You can reissue documents to one or more of the original recipients for any document issues that have already been processed. Download Documents from a Document Issue You can download all documents for a document issue as a ZIP file. Delete a Document Issue You can delete a document issue if it has not yet been processed. Parent Topic: Document Issuance HomeDeltek PIM HelpDesign ManagementDocument IssuanceHow to...