Customer Support

Introduction
- Introduction
- User help guide conventions
- Shortcut keys
How start PDXpert
- 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
- Locating unfinished work
- 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 child items to Markup
- 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 child items to the part
- 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 library file
- Checking in a library file
- Releasing a file lock
How to report & export data
- Creating a report
- Using the Report/Export Wizard
How to perform other tasks
- Logging into PDXpert PLM
- Setting your password
- Managing user accounts
- Renaming the default Admin person
- Setting your preferences
- Arranging the Explorer windows
- Obtaining technical support
- Updating the PDXpert client
How to solve log-in problems
- Configure the PDXpert client
- Log into the PDXpert client
- Connect the PDXpert client to the database
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
- Source 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
- Administrator override
- Copy files to new revision
- Copy files to snapshot
- File access permissions
- Item uniqueness definition
- Part UoM is locked on markups
- Reviewer's comment required
Collections reference
- Collections & their members
- Common properties & attributes
- Custom attributes
- Places/Organizations/Persons
- General
  Documents
- Parts
- Changes
Search reference
- Search syntax
- Search stop words
Other reference topics
- Windows update service
- Configuration & log files
- PLM books & standards
Software licenses & legal notices
- Program license & warranty agreement
- Other software licenses
- Legal notices

Resources

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