本文档详细介绍了文档管理的各个方面,包括文档管理概览、基本配置、文档库相关操作、文档走流程知识、在其它领域调用文档以及集成文档的相关知识。内容涵盖了业务类型配置、自定义扩展字段、文档服务器配置、文件电子仓配置、文档上传与转换、流程管理、CAD及3D设计软件集成等,并提供了详细的链接和操作步骤。
一、文档管理概览
https://vip.kingdee.com/school/38
二、文档基本配置
1、业务类型配置
https://vip.kingdee.com/school/472
https://vip.kingdee.com/school/6806
2、进阶:自定义扩展字段
https://vip.kingdee.com/school/630
3、批量新建业务类型和文件夹
https://vip.kingdee.com/school/43432853141782528
4、进行业务类型和文件夹的授权
https://vip.kingdee.com/school/528
5、进行文档相关配置(文件服务器、文档转换服务器(PDF转换配置)、文档浏览服务器配置)
https://vip.kingdee.com/school/2318
https://vip.kingdee.com/school/6805
5.1、PLM 文件转换第三方软件安装说明:https://vip.kingdee.com/article/325603121269342720?productLineId=1
5.2、更换文件服务器注意事项:https://vip.kingdee.com/article/356119380277107712?productLineId=1
6、文件电子仓外网配置与访问说明
https://vip.kingdee.com/article/12934
7、补充:云星空PLM混合云部署在局域网内跨网段电子仓的部署
https://vip.kingdee.com/article/12936
8、设置第三方浏览器浏览文档:https://vip.kingdee.com/article/170627
9、实施初始化-文档物料BOM文件夹清理:https://vip.kingdee.com/school/3501
10、PLM文件检查工具: https://vip.kingdee.com/article/346978463691173120?productLineId=1&isKnowledge=2
三、文档库相关
1、Mac系统下的PLM文件传输客户端应用安装说明:https://vip.kingdee.com/article/147402
2、文档上传失败排查步骤: https://vip.kingdee.com/article/57886126962491136
3、文档转换PDF失败错误排查:https://vip.kingdee.com/article/170217
4、文档支持物理文件比较:https://vip.kingdee.com/article/43300209267638272
5、二维码转换配置:https://vip.kingdee.com/article/182502340463733504
6、文档过期预警:https://vip.kingdee.com/article/195917446753570048
7、如何撤销检出其他人检出的文档:https://vip.kingdee.com/article/195917878380674560
8、文档外部分享配置:https://vip.kingdee.com/article/284385600466319360
9、使用PLM涉及本地权限问题解决方法集锦 https://vip-admin.kingdee.com/article/325671326624933888
10、PLM 文件转换第三方软件安装说明 https://vip-admin.kingdee.com/article/325634384856451584
11、PLM系统水印:https://vip.kingdee.com/article/356133646245862400?productLineId=1
12、PLM加密软件处理:https://vip.kingdee.com/article/425600699687120384
四、文档走流程相关知识
1、流程管理
https://vip.kingdee.com/school/495
2、流程操作配置
https://vip.kingdee.com/article/43746118543671296
3、文档审批签字发布流程
https://vip.kingdee.com/school/6804
4、图纸签字
https://vip.kingdee.com/school/3319
4.1、流程统一签字
https://vip.kingdee.com/article/195917299214732544
4.2、PLM文档流程签字总帖
https://vip.kingdee.com/article/226381962963689728
4.3、PLM前台签字配置
https://vip.kingdee.com/article/356112343325296640?productLineId=1
5、在流程中自动发布文档
https://vip.kingdee.com/article/181900
6、自动生成流程的单据编号
https://vip.kingdee.com/questions/14430/answers/19793
五、在其它领域调用文档
1、如何在制造端查看研发文档
https://vip.kingdee.com/article/147289
2、财务、供应链、生产如何按单据获取研发技术资料(含设计图纸)-上
https://vip.kingdee.com/school/2273
3、财务、供应链、生产如何按单据获取研发技术资料(含设计图纸)-下
https://vip.kingdee.com/school/2274
六、集成文档相关知识
1、PLM设计软件集成基本配置:https://vip.kingdee.com/school/6868
2、PLM如何解除集成文档被引用的关系:
https://vip.kingdee.com/article/356143009643164928?fromAction=POST_ARTICLE&productLineId=1
2D集成:
2、AutoCAD集成:https://vip.kingdee.com/school/6869
3、中望CAD集成:https://vip.kingdee.com/school/6870
4、Caxa集成:https://vip.kingdee.com/school/6871
5、AutoCAD转PDF支持配置打印l文件: https://vip.kingdee.com/article/170625
6、AutoCAD自定义图幅尺寸转换PDF:https://vip.kingdee.com/article/297671492110717696?productLineId=1&isKnowledge=2
7、AutoCAD图幅继承:https://vip.kingdee.com/article/261091671709043456?productLineId=1&isKnowledge=2
8、取消AutoCAD转换时会自动打开PDF:https://vip.kingdee.com/questions/14296/answers/19659?productLineId=1&isKnowledge=2
3D集成:
6、SolidWorks集成:https://vip.kingdee.com/school/6803
7、Creo集成: https://vip.kingdee.com/school/6872
7.1、PLM中检出/打开Creo图纸没有PLM菜单问题处理
https://vip.kingdee.com/article/182502533368163072
8、UG NX集成: https://vip.kingdee.com/school/6873
9、Inventor集成:https://vip.kingdee.com/school/6968
10、集成图纸的删除: https://vip.kingdee.com/article/12884
EDA集成:
11、AltiumDesign集成:https://vip.kingdee.com/school/6975
12、Cadence集成:https://vip.kingdee.com/school/2622
13、【视频】AltiumDesign集成-配置数据源:https://vip.kingdee.com/school/6972
14、【视频】Cadence集成-配置数据源:https://vip.kingdee.com/school/2399
15、云端租赁客户如何将线上数据配置到线下:https://vip.kingdee.com/school/6974
16、【帖子】Altium Designer集成数据源配置: https://vip.kingdee.com/article/146094
17、Cadence安装PLM插件后菜单没有出来,如何处理:https://vip.kingdee.com/questions/14435/answers/19798