How to... Complete the step-by-step instructions for the tasks that you perform when working with placeholders in the Document Lifecycle Manager (DLM). Related Topics:View Document Placeholders You can view all document placeholders for a project in a project's DLM tab. To help you to manage document placeholders for a project, you can search, filter, and group them. Create and Manage Document Placeholders To save time when you set up a project, you can create placeholders in advance for any documents that you expect to receive. Each placeholder can store multiple file types, versions, and metadata for a selected document. Add Files to Placeholders When you receive controlled project files, you can add them to document placeholders within DLM for the project. This allows you to control and manage those documents, and issue them to selected recipients. You can add files from your PC, and files already published to the DMS, such as file attachments published through the PIM Outlook add-in. Parent Topic: Document Placeholders HomeDeltek PIM HelpDesign ManagementDocument PlaceholdersHow to...
How to... Complete the step-by-step instructions for the tasks that you perform when working with placeholders in the Document Lifecycle Manager (DLM). Related Topics:View Document Placeholders You can view all document placeholders for a project in a project's DLM tab. To help you to manage document placeholders for a project, you can search, filter, and group them. Create and Manage Document Placeholders To save time when you set up a project, you can create placeholders in advance for any documents that you expect to receive. Each placeholder can store multiple file types, versions, and metadata for a selected document. Add Files to Placeholders When you receive controlled project files, you can add them to document placeholders within DLM for the project. This allows you to control and manage those documents, and issue them to selected recipients. You can add files from your PC, and files already published to the DMS, such as file attachments published through the PIM Outlook add-in. Parent Topic: Document Placeholders HomeDeltek PIM HelpDesign ManagementDocument PlaceholdersHow to...