3DEXPERIENCE Document Management

Managing documents can be tricky, especially when working?with a team on designs, reports, and feedback. The 3DEXPERIENCE? software makes it easier by providing a central place where everyone? can work together more effectively.?

Key Benefits of Document Management??

Enhanced Productivity: Spend less time searching for files and??

more time working on projects.?

Secure Sharing: Share documents with internal teams or external? stakeholders while controlling access permissions.??

Collaboration Without Boundaries: Break down silos and enable? team members from different locations to work together effortlessly.??

Audit Readiness: Keep an organized record of all changes and?actions for easy compliance with industry standards.??

Getting Started with Document Management

Step 1: Log In to the? 3DEXPERIENCE Platform?

? Open your browser and navigate to the 3DEXPERIENCE platform.

Step 2: Navigate to the Collaborative Space?

? Once logged in, head to the Collaborative Spaces app.?

? Collaborative Spaces are shared environments where teams can? store and manage project files.?

? Select an existing space or create a new one for your project.?

Step 3: Upload Your Documents?

? Open the 3DDrive or 3DSpace app, depending on your requirements.?

? Click Upload Files and drag and drop your documents or select? them from your local device.?

? Organize files into folders for easy navigation.?

Step 4: Tag and Categorize Files?

? Add metadata such as tags, categories, or keywords to your files.?

? This makes searching for documents faster and more efficient.?

Step 5: Set Permissions?

? Control who can view, edit, or share your files.?

? In 3DSpace, you can assign permissions based on roles, ensuring? that sensitive documents stay secure.

Step 6: Collaborate in Real-Time?

? Use the 3DComment tool to leave feedback directly on?documents.?

? Team members can reply, resolve comments, or tag others for? input.?

? Keep all discussions tied to the relevant document for easy??tracking.?

? When you select a file and right-click, you’ll see options?like:

Step 7: Document’s lifecycle (Maturity)?

? Private (draft)?

? In Work (development)?

? Frozen (review)?

? Released (final)?

? Obsolete (archived)?

Step 8: Search and Retrieve Files?

? Use the search bar to locate documents by name, tag, or content.?

? Advanced filters help narrow down results, even in large??

repositories.?

Step 9: Link Documents to Projects?

? Link your documents to specific tasks or projects using the??

Project Management.?

? This ensures your files are connected to the right workflows,? enhancing team coordination.

“Information” provides details about a document??

Step 10: Share Files with External Stakeholders?

? If you need to collaborate with people outside your organization,??use secure sharing options.?

? You can send a link with access permissions and expiration dates? to maintain control.

Benefit:?

? Engineers and Designers: Keep design files updated and?linked with project tasks.??

? Project Managers: Oversee all project-related documents?and ensure timely delivery.??

? Cross-Functional Teams: Collaborate effectively across?departments like marketing, production, and quality?assurance.??

Conclusion:

Managing documents doesn’t have to be stressful. Therefore, with 3DEXPERIENCE, all your files are organized, easy to access, and secure in one place. Whether you’re a designer, engineer,? or project manager, this platform helps your team stay on track and? focus on creating great ideas.