Document Management for Dashboard

Various types of documents, such as procedures, work instructions, specifications, and more need to be created and managed across a wide range of domains and apps. Document Management provides a single app where you can access all the important details of documents, including the content of their files.

See Also
What's New
Document Management Basics
In Other Guides
3DEXPERIENCE Platform
3DEXPERIENCE Dashboard Apps

Document Management is a dashboard app that lets you manage your documents. A document is a container for files uploaded from a user's computer. For information on accessing Document Management, see Opening an App from the Compass in the Getting Started User's Guide.

Document Management lets you perform these tasks:

  • Access the details and content of documents
  • Create documents
  • Revise documents
  • Delete documents
  • Preview the contained file in 3DPlay
  • Edit files
  • Download files

You can also list documents in Bookmark Editor and use the Subscribe command for selected documents. You can choose to subscribe to the promote and revise events for the document. For more information, see Subscriptions. Notifications are managed in 3DNotification.