Quality Document Author QUC R2024x FD01

AL 2024-02-01

ENOVIA User Community

New enhancements in this release:

(Tip: You can use the Table of Content , on the right side, to view the list of all enhancements)

Create Controlled Document Template
Why Capitalize Controlled Document content with Controlled Document Templates
How You can now create Controlled Document templates in the ‘Controlled Document Management’ application. To create a new template, use the ‘Document Template’ command from the ‘Create’ menu available in the ‘Controlled Document Management’ home page. In the ‘Document Template’ dialog define the following information: Title & Description of the template File – upload a file to the template Associated Library Classes - select classification classes, where any document created from this template will be automatically classified. All Controlled Document Templates are listed in the Controlled Document Management Home Page, under the ‘Document Templates’ category. Note: You need to have Leader access to create Controlled Document Template.

Create Controlled Document Template

Why

Capitalize Controlled Document content with Controlled Document Templates

How

You can now create Controlled Document templates in the ‘Controlled Document Management’ application.

To create a new template, use the ‘Document Template’ command from the ‘Create’ menu available in the ‘Controlled Document Management’ home page.

In the ‘Document Template’ dialog define the following information:

Title & Description of the template
File – upload a file to the template
Associated Library Classes - select classification classes, where any document created from this template will be automatically classified.

All Controlled Document Templates are listed in the Controlled Document Management Home Page, under the ‘Document Templates’ category.

Note: You need to have Leader access to create Controlled Document Template.

Create Controlled Documents from Template
Why Standardize Controlled Document creation with Controlled Document Templates
How You can now create a new Controlled Document based on Template. To create a new Controlled Document from a Template, use the ‘Controlled Document From Template’ command from the ‘Create’ menu in the ‘Controlled Document Management’ home page. The newly created Controlled Document: Inherits the file from the template Is classified in all Classification Classes defined in the template Traceability is kept between the template and the instantiated Controlled Document

Create Controlled Documents from Template

Why

Standardize Controlled Document creation with Controlled Document Templates

How

You can now create a new Controlled Document based on Template.

To create a new Controlled Document from a Template, use the ‘Controlled Document From Template’ command from the ‘Create’ menu in the ‘Controlled Document Management’ home page.

The newly created Controlled Document:

Inherits the file from the template
Is classified in all Classification Classes defined in the template

Traceability is kept between the template and the instantiated Controlled Document

Associate Controlled Documents as Specification
Why Streamline Controlled Document Management process by associating Controlled Documents as Specifications
How You can now attach Controlled Document as specification to Physical Product and Logical Reference in Product Structure Editor app

Associate Controlled Documents as Specification

Why

Streamline Controlled Document Management process by associating Controlled Documents as Specifications

How

You can now attach Controlled Document as specification to Physical Product and Logical Reference in Product Structure Editor app

Controlled Document – New Commands in widget
Why Streamline Controlled Document Management process with new commands in widget
How You can now perform the following operations on selected Controlled Document in the ‘Controlled Document Management’ application: Change Owner Duplicate Compare Share Move Subscriptions The commands are available for selected Controlled Document in the below: Toolbar Action Menu (right mouse click menu)

Controlled Document – New Commands in widget

Why

Streamline Controlled Document Management process with new commands in widget

How

You can now perform the following operations on selected Controlled Document in the ‘Controlled Document Management’ application:

Change Owner
Duplicate
Compare
Share
Move
Subscriptions

The commands are available for selected Controlled Document in the below:

Toolbar
Action Menu (right mouse click menu)

Support Files Categorization
Why Improve Controlled Documents distribution by sequencing and categorizing files
How Two new columns ‘Sequence Number’ and ‘File Category’ were added in Files tab of selected Controlled Document, allows you to: Set the sequence of the files in the consolidated PDF file. Note: this option is available only in case the Controlled Document contains multiple files. Set the category of each file according to your needs. Note: This option is available only when the file categorization option is enabled. Note: This enhancement is available on premise only.

Support Files Categorization

Why

Improve Controlled Documents distribution by sequencing and categorizing files

How

Two new columns ‘Sequence Number’ and ‘File Category’ were added in Files tab of selected Controlled Document, allows you to:

Set the sequence of the files in the consolidated PDF file.
Note: this option is available only in case the Controlled Document contains multiple files.
Set the category of each file according to your needs.
Note: This option is available only when the file categorization option is enabled.

Note: This enhancement is available on premise only.

PDF Rendering
Why Improve Controlled Documents distribution with PDF rendering capability
How A new command ‘Generate PDF’ is introduced, allowing you to manually trigger the creation of PDF rendering file for Controlled Document. The ‘Generate PDF’ command is available for selected Controlled Document in: Toolbar Controlled Document action menu Files action menu & toolbar (In the Files tab in the Information panel) Preview page Notes: 1.This enhancement is available on premise only. 2.We are using Adlib to generate the PDF. 3.To have this command available you need to enable PDF rendering in manual mode.

PDF Rendering

Why

Improve Controlled Documents distribution with PDF rendering capability

How

A new command ‘Generate PDF’ is introduced, allowing you to manually trigger the creation of PDF rendering file for Controlled Document.

The ‘Generate PDF’ command is available for selected Controlled Document in:

Toolbar
Controlled Document action menu
Files action menu & toolbar (In the Files tab in the Information panel)
Preview page

Notes:

1.This enhancement is available on premise only.

2.We are using Adlib to generate the PDF.

3.To have this command available you need to enable PDF rendering in manual mode.

🎬 To discover more about these enhancements, watch the video below:

If you have any question or comments on these highlights, please share them with us below. 👇
Thanks!