Learn More About... These topics provide additional information about setting up the document management system. Related Topics:Document Export and Removal The Document Export and Removal tool enables you to export documents linked to a single entity record from your PIM system to a specified location. You choose to either leave the files in PIM after the export, or remove them, including all associated data. Document Retention Policies You can enforce document retention policies on individual document pools within the DMS to automatically move or remove documents from a document pool after a specified time period. Document Pool Access Rights You select one of the following access rights when you add a role to a document pool. Security Providers You can select one of four security providers when you create a DMS security definition. DMS security definitions are used to govern user access to document pools within the DMS. Universal Document Control Roles Grant user roles for Universal Document Control access. Universal Document Control Project Matching When you map document folders from an unmanaged source to projects, the system attempts to suggest projects to map individual folders to. For each folder, a rating of 1 to 4 is provided for the suggested project, with 4 being the best match. Universal Document Control Bulk Publishing UDC Bulk Publish enables you to efficiently publish unmanaged documents into PIM, utilizing automated folder matching logic and rating suggestions for optimal document pool selection Learn how Universal Document Control (UDC) uses folder matching criteria and past publishing patterns to recommend document pools for bulk publishing. Parent Topic: Document Management HomeDeltek PIM HelpSystem AdministrationDocument ManagementLearn More About...
Learn More About... These topics provide additional information about setting up the document management system. Related Topics:Document Export and Removal The Document Export and Removal tool enables you to export documents linked to a single entity record from your PIM system to a specified location. You choose to either leave the files in PIM after the export, or remove them, including all associated data. Document Retention Policies You can enforce document retention policies on individual document pools within the DMS to automatically move or remove documents from a document pool after a specified time period. Document Pool Access Rights You select one of the following access rights when you add a role to a document pool. Security Providers You can select one of four security providers when you create a DMS security definition. DMS security definitions are used to govern user access to document pools within the DMS. Universal Document Control Roles Grant user roles for Universal Document Control access. Universal Document Control Project Matching When you map document folders from an unmanaged source to projects, the system attempts to suggest projects to map individual folders to. For each folder, a rating of 1 to 4 is provided for the suggested project, with 4 being the best match. Universal Document Control Bulk Publishing UDC Bulk Publish enables you to efficiently publish unmanaged documents into PIM, utilizing automated folder matching logic and rating suggestions for optimal document pool selection Learn how Universal Document Control (UDC) uses folder matching criteria and past publishing patterns to recommend document pools for bulk publishing. Parent Topic: Document Management HomeDeltek PIM HelpSystem AdministrationDocument ManagementLearn More About...