云星空PLM文档管理知识整理原创
金蝶云社区-满天星星
满天星星
20人赞赏了该文章 8,992次浏览 未经作者许可,禁止转载编辑于2023年03月21日 14:48:14
summary-icon摘要由AI智能服务提供

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



图标赞 20
20人点赞
还没有人点赞,快来当第一个点赞的人吧!
图标打赏
0人打赏
还没有人打赏,快来当第一个打赏的人吧!