This topic is contained in the PDXpert help file: select Contents from the application's Help menu.

PDXpert PLM software help contents

Introduction to PDXpert
User help guide conventions
PDXpert Application Server.
- Server overview
- How to....
- Console reference.
How to start the PDXpert client.
- Installing PDXpert PLM
- Opening PDXpert for the first time
- Entering the software license key
How to configure PDXpert.
- Setup overview
- Setup: System rules
- Setup: Collections
- Setup: Places/Organizations/Persons
- Setup: General collections
- Setup: Documents
- Setup: Parts/Products
- Setup: Change Actions
How to use the Item Explorer.
- Creating new items
- Returning to previously-open items
- Searching for items
- Search syntax reference
- Search stop (ignored) words
- Locating items with tasks
- Opening an item related to another item
How to use the Collection Explorer.
- Viewing a collection
- Managing collection properties
- Adding a new collection member
- Modifying a collection member
- Deleting a collection member
How to work with documents.
- Managing documents
- How to start a document.
- Filling in the new document
- Adding items to the Structure
- Saving your document
- Releasing your document
- Managing a released document
- Canceling a released document
How to work with parts.
- Managing parts
- How to start a part.
- Filling in the new part
- Adding items to the Structure
- Importing a CAD BOM
- Adding approved source parts
- Saving your part
- Releasing your part
- Managing a released part
- Canceling a released part
How to revise multiple markups.
- Using the Markup Wizard
- Adding child items
- Replacing a child item
- Removing child items
How to work with change forms.
- Processing a change
- Creating a new change
- Checking a submitted change
- Reviewing a routed change
- Resolving an on-hold change
- Checking an accepted change
- Using a released change
- Viewing a completed change
- Processing a stopped change
- Viewing a rejected change
- Finalizing a canceled change
- Returning a submitted change
How to work with file attachments.
- Attaching a revision file
- Attaching an item file
- Attaching an external link
- Viewing a file
- Copying a library file
- Checking out a revision file
- Checking in a revision file
- Releasing a revision file lock
How to report, import & export.
- Creating a report
- Using the Report/Export Wizard
- Importing & updating items.
- Viewing & exporting via ODBC.
How to perform other tasks.
- Logging into PDXpert PLM
- Solving client log-in problems
- Setting your password
- Setting your preferences
- Arranging the Explorer windows
- Managing user accounts
- Renaming the default Admin person
- Managing email notifications
- Using the Recursion Assistant
- Obtaining technical support
- Updating the PDXpert client
Program concepts.
- Program concepts
- Items: Common elements
- Basic items: Documents and parts
- Item: Document
- Item: Part
- Item management: Change forms
- Change form window
- Change workflow
- File attachments
- User roles & permissions
Menu reference.
- Item menu
- Edit menu
- Tools menu
- Process menu
- Window menu
- Help menu
Item Explorer reference.
- Item Explorer window
- New tab
- Previous tab
- Search tab
- Tasks tab
- Files tab
Document window reference.
- Document window
- General tab
- Attributes tab
- Custom tab
- Structure tab
- Tasks tab
- Appears On tab
- Files tab
- Notes tab
Part window reference.
- Part window
- General tab
- Attributes tab
- Custom tab
- Materials tab
- Structure tab
- Source tab
- Tasks tab
- Appears On tab
- Files tab
- Notes tab
Change Form window reference.
- Change Form window
- General tab
- Attributes tab
- Custom tab
- Affected tab
- Tasks tab
- Related tab
- Approve tab
- Observers tab
- Files tab
- Notes tab
System Rules reference.
- System Rules window
- Part UoM is locked on markups
- Copy files to snapshot
- Administrator override
- Item uniqueness definition
- Reviewer's comment required
- Default File Access tab
- Password Policy tab
Collections reference.
- Collections & their members
- Common properties & attributes
- Custom attributes
- Places/Organizations/Persons.
- General.
- Documents.
  - Media/locations
  - Document types
- Parts.
- Changes.
Other reference topics.
- Shortcut keys
- Configuration & log files
- Extracting files from PDXZ backup
- Windows update service
Software licenses & legal notices.
- Program license & warranty agreement
- Other software licenses
- Legal notices

Help topics describe the most current PDXpert PLM software release, and may differ from earlier releases.