Smart Superseder
The Smart Superseder allows you to quickly supersede existing project documents and drawings with the latest revisions received from external organizations. You can use it to supersede files received via PIM Teamwork, or to publish new documents that do not currently exist in PIM.
When you receive the latest project files from a third party via email, you first need to publish them to the nominated document pool for incoming documents, and link them to the associated project/enquiry and receiving organization. Files that you receive from third-party contacts via the PIM Teamwork portal are already published and ready to be superseded.
Document Matching
For each file, the system attempts to match it to an existing project file. Multiple suggestions may be available to choose from, and each suggestion is rated from 0 to 4, which indicates how close a particular match is.
| Rating | Logic |
|---|---|
| 0 | No match available |
| 1 | Filename contains, starts with, or is an exact match of the title of an existing file.
The originating organization is different. |
| 2 | Filename contains part of the title of an existing file.
The originating organization is the same. |
| 3 | Filename starts with the title of an existing file.
The originating organization is the same. |
| 4 | Filename is the exact match of an existing file.
The originating organization is the same. |
Supersede Existing Files or Publish as New Files
You can supersede a document in two ways; you can either supersede a suggested document, or you can manually select a different document to supersede. When you supersede a document, you can modify the attributes and locations where the document is published to.
Alternatively, if one or more documents do not currently exist in PIM, you can publish them as new documents against the project. For each new document, you can modify the document title and revision number, and enter details about the document. You must also select the location to publish the documents to, and any document attributes.
Preventing Supersession of Emails
To ensure user-context security, the Smart Superseder is designed to prevent the supersession of emails. This means that all incoming emails are treated as new documents.
To enforce this restriction, the Smart Superseder will reference the definitive list of email file types defined in PIM from .
Additionally, you cannot select emails as documents to be superseded in the document picker for the Superseder.
Configure Smart Superseder Settings
You configure the settings for the Smart Superseder via Administration Zone > Document Management > DMS Configuration >Configure DMS.
Within the Smart Superseder Settings, you can set the maximum number of documents to display to users, the priority of preferred primary file types, the default version for new documents, whether to retain the same revisions for issued documents, and the incoming document pools for both projects and enquiries.