Getting started with documents

In this lesson, we’ll discuss the lifecycle of a document, including document statuses, and how the lifecycle is managed. 

We’ll also discuss the purpose and benefit of the document categories.

Exploring the document lifecycle

In this video, we will:

  • Explore document statuses and relate these to its lifecycle.
  • Discuss how a document progresses through its lifecycle.
  • Learn how document versions and revisions capture document changes.

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Key takeaways

  1. A document’s lifecycle is managed with a workflow to move it through different document statuses.
  2. Document versions capture the incremental document changes made to a document.
  3. Publishing a document sets the document’s revision level.

Exploring document categories

In this video, we will:

  • Define document categories.
  • Explain the difference between document categories and specification types.
  • Discuss how they can be beneficial to your organization.

Any referenced datasets can be downloaded from "Module downloads" in the module overview.

Key takeaways

  1. Document categories are a great way to ensure consistency in organizing documentation across your tenant.
  2. Document categories appear in projects, items, business processes, and project tasks.
  3. Specification types only appear on items in addition to the default cBOM, drawings, and translations.
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