Working with the Document Lifecycle Manager

The Document Lifecycle Manager (DLM) is used to plan, manage, and issue controlled documents for a project, including drawings, reports, specifications, and schedules.

When you create or receive project documents and drawings, you add them to placeholders in the respective project's DLM. Once the documents are in the DLM, you can revise them if necessary, before you issue them to selected people working on a project.

The DLM enforces a number of rules to ensure that a correct audit trail is maintained for changes and supersession of controlled documents, including:

• You must provide a new revision number when you supersede a document.
• You cannot delete a document if it has already been issued. To prevent a document from being issued, you must obsolete it.
• You cannot revert a document if it has been issued. To correct any errors, you must create a new revision.