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

Filling in the new document

1. At a minimum, you should specify the Owner, Number, Revision, Document name (title), and Lifecycle phase on the General tab.

   The document type that you've selected determines various document attributes. If you select a partner as the Owner, then some features (such as the AutoNumber button) may be disabled.

2. If you need to apply security access settings associated with a Product Family collection member, drag the member from the Collection Explorer and drop it on the Product families list box.

3. Provide additional information or keywords in the Release description and Revision area that can be used to help users search for this document.

4. Use the data on the Attributes tab to identify people and organizations that affect the document's contents, and identify and access rights that control document distribution or usage.

5. To create a new task, drag a Person member from the Collection Explorer, and drop it in an empty area on the Tasks list. Enter the Assigned to, Due date, Status, Priority and Task description values.

   The assigned task appears in the Item Explorer's Tasks list until the task is completed or canceled, or the item is released.

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