Visiativ myPDMtools

With CardActions, set the sequence of actions to be executed from a button on the data card.

The tool lets you automatically value variables, publish documents to Microsoft SharePoint, add stamps to PDF documents, rename files and much more.

• Action sequence from a data card button

• Edit metadata

• Publish documents to SharePoint

• Add stamps to PDM documents

• Rename documents via metadata

• Execute a PDM task following an operation

With CacheRefresh, you can save your document modifications in PDM on a daily basis, while retaining control over future modifications by exporting the extracted file.

CacheRefresh enables you to perform operations on the local cache and archive files in the PDM vault

• Empty local cache

• Obtain latest file versions

• Archive and keep extracted

• Destroy deleted files

• Trigger actions from Windows Task Scheduler

DocBundle allows you to create a document bundle in PDF or multi-format format, containing all the documents required for the manufacture of a project. It can also generate a folder structure to group certain files by type (sheet metal, drawings, parts, etc.).

• Manual document bundle creation

• Automatic document bundle creation on document validation

• Generation of PDF and other neutral files

• Customize bundles (pagination, watermark, cover page, etc.)

TaskActions allows you to chain together several myPDMtools actions on your files when document status changes. For example, you can create a personalized serial number, name your documents, manage your revision tables, convert your documents, etc.

• Sequence of actions in a PDM task

• Edit metadata √ Export neutral files via DocPublication

• Add stamps to PDM documents

• Rename documents via metadata

• Execute another task following an operation

PDMReport allows the administrator to set up several types of reports, within the myPDMtools interface. Users can then access them via the context menu.

• Creation of scheduled reports

• Create reports from a context menu

• Obtain information on data in your vault

• List extracted files on a specific workstation

• Find drawings not associated with a 3D document