Visiativ myPDMtools

Import your documents en masse into PDM and enhance document data cards via an Excel file

With DataRecovery, you can automate document migration and metadata updating in your PDM vault, with no risk of error.

• Bulk file import into PDM

• Export card information to Excel file

• Populate PDM data cards from Excel files

• Create folder structure from Excel file

• Correction of broken SOLIDWORKS references in PDM

• Automated processing and planning

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