DocuMan 3.

6 New features
List of new features
1.

New project class named as Legacy.

2.

Standard Projects (optional for manufacturing segments)

3.

Checklist for projects specifications.

4.

Contacts Project contacts and General.

5.

Remove alias in document folders.

6.

Image preview in Documents tab.

7.

Download documents by group.

8.

Promote the documents in work in progress directly to issued stage.

9.

Add/edit Metadata and Description in document properties.

10. Show downloaded documents

11. Search using Metadata.
12. Project class filter in Compose new message
13. Date filter and Description column added in List of all documents report
14. Project name included along with project number in time sheet entry.
15. Rename document.
16. Project class filter in Add new schedules.

DeltaCADD Solutions

Page 1

Feature 1: Legacy project class.

Legacy is a new project class in DocuMan. Under this class all the documents can be imported directly from the local disk
with the existing folder structure and those documents will be archived automatically in order to preserve the important
data.

Create a new project by selecting the status legacy from the status drop down menu as shown in the above
image.

DeltaCADD Solutions

Page 2

Now go to the projects tab pick Legacy in the project class drop down list, and then select the project and set
it as working and then right click on it and select the import option from the list. As shown below.
Once you have clicked on the Import option in list, a browse dialog is opened as shown the below image.
Where you can browse to the location of documents/folders and select any folder with documents and click on
OK.

DeltaCADD Solutions

Page 3

In the image shown below you can see the list of documents that were present in the selected folder. Now click
on Upload" to upload all the documents.

After completing these steps, the documents are shown in the issued status, retaining the same folder structure
as earlier as in below shown image.

DeltaCADD Solutions

Page 4

Feature 2: Standard projects.

Standard is a new project class in DocuMan. Under this class all the documents/drawings can be referenced
to other projects under Active class.
All standard drawings/documents can be added to this particular project under Standard class, for
referencing those documents and drawings across projects under Active class.
The new drawings/documents can be added by taking reference from the standard projects and those
documents will be directly marked as Issued
Whenever the standard drawings/documents are modified, it can be updated in other projects by updating
reference, so that the changes reflect in those drawings/documents.

Feature 3: Checklist
Checklist is the new feature provided in the right click menu of the Project tab.
Under this option the checklist of documents along with their specification and description can be added and
the same specification and description can be referenced to other project's documents.
The image shown below shows the working procedure of checklist.

DeltaCADD Solutions

Page 5

As in the above shown image, right click on a project and select the Checklist option from
the list and a dialog opens as shown below.

Now click on Add to add a checklist entry into the project.

As in the above shown image enter the desired values into the fields and click on the ...(browse) button to
select a document.

DeltaCADD Solutions

Page 6

Now select the document and click on OK to close and again click on OK to finish the entry.

This checklist can be viewed by clicking on the View button in the Checklist dialog and this will download the
document. As in below shown image.

DeltaCADD Solutions

Page 7

Feature 4: Contacts General and Projects.

The Contacts option in the project edit dialog can now be added/viewed/edited in the right click menu of the
projects.

The Contacts general option in the right click menu of Projects tab will show all the contacts across
projects and can be searched by Type, category and key words.

The Contacts projects in the right click menu will allow you to add/edit the contacts for that particular
project.

DeltaCADD Solutions

Page 8

DeltaCADD Solutions

Page 9

Feature 5: Remove alias in document folders

In this option the aliases set to each of the folder in any level of the tree can be removed by just clicking on
Remove Alias button.
The image shown below represents an aliased folder.

The image shown below represents a folder which has been removed by using Remove alias button.

DeltaCADD Solutions

Page 10

Feature 6: Image preview.

This is one of the most useful features of DocuMan where all the standard image formats are shown as a
preview in the right bottom of the documents tab.

Feature 7: Download by group.

This option is included in DocuMan basically to download the documents which are in same group and can be
found in right click menu of the documents.
For ex: Documents with different file extensions but with same document number which includes type, subtype and a running number i.e, AR-COM-PR-FP-001.dwg and AR-COM-PR-FP-001.jpg.

Feature 8: Promote to issue.

This option in DocuMan is used to promote a document directly to issue from any stage in the workflow, and
will appear in the list when you right click on any document.
For ex: A work in progress document can directly be issued without going through checking or approval
stages.

Feature 9: Add/edit Metadata and Description in document properties.

This option is included in DocuMan, basically when you add/edit document's description or Metadata in
any stage of the workflow.
Before this was possible only at the time of upload and you were not able to add/edit when it was issued.

DeltaCADD Solutions

Page 11

Feature 10: Show downloaded documents.

In this option you can view all the downloaded documents in DocuMan across all projects and this option can
be found in right click menu of the documents.

The above image shows the list of downloaded documents.

DeltaCADD Solutions

Page 12

Feature 11: Search Metadata

In this option you can search documents by using tags of Metadata values and Metadata definitions.
As in the below shown image, click Search on metadata button to search the document based on tags.

Now select the Metadata values of the definitions and click on OK and click on search to get the documents as
shown in the image below.

DeltaCADD Solutions

Page 13

Feature 12: Project class filter in Compose new message.

While sending a project wise message the project selection can be by Project class like Active, Proposed
and Archive.

As in the image shown above, pick a project class to filter the list of projects shown in the dialog.
Feature 13: Date filter and description column added in List of all documents report.
In Generate project reports, the List of all documents report now comes with a date filter.

DeltaCADD Solutions

Page 14

As in the image shown above, the report is generated with selected dates along with the Description column.

Feature 14: Project name included along with project number in time sheet entry.
While entering the time sheet, now the project name is also shown along with the project number.

DeltaCADD Solutions

Page 15

Feature 15: Rename Document

This feature is enabled only for manual document numbering users.
This feature can be found in the Re-classify option from the right click menu of the documents.

To rename a document, right click on it, pick Re-classify option and edit the New name field to rename the
Document.
Feature 16: Project class filter in Add new schedules.
While scheduling an activity project wise, the project selection can be filtered by Project class like Active,
Proposed and Archive.

As in the above shown image, pick a project class to filter the list of projects shown in the dialog.

DeltaCADD Solutions

Page 16