As in part illustrated in the previous article, the latest release of Module Suite 3.6 introduces significant additional functionalities for the OpenText Extended ECM for Engineering solution.
In this second part, we will delve into other key features, specifically focusing on the creation of placeholders, sheet generation, and the transformation of load sheets into complex, well-formatted Excel files.
In-context placeholders creation
The additional functionalities powered by Module Suite empower users to systematically create one or multiple placeholders directly within the relevant master folder.
The example above how users create new placeholders for a pdf. document. The system automatically identifies the information about master project and folder type and presents users with a context-specific form tailored for placeholder creation.
Upon form submission, the creation process will be launched. Users can track the progress and outcomes in the Notification Center. Details of the newly generated placeholders and the status of the signed-out documents are readily accessible.
In this second example, a new placeholder is added for a .dwg document, along with its parent 5 sheets copies.
The form enables users to complete the required information in a matter of a few clicks. If a CAD XReferences needs to be added, the system seamlessly identifies the document and assigns the appropriate category and classification type.
Generating sheets for a document
Adding parent sheets to a CAD document can be done separately through a dedicated form.
In this scenario, the relation type is automatically determined based on the chosen document. Furthermore, the system automatically selects the category, document classification, and sheet classification.
After selecting existing documents from Extended ECM or uploading new ones, the new sheets are seamlessly added. Easy as child’s play!
From basic load sheets to complex Excel files
Whenever a transmittal is created, it typically includes a load sheet. With the additional features provided by Module Suite, .csv load sheets are transformed into customizable dynamic Excel files, thereby streamlining the compilation process and enhancing collaboration among project stakeholders.
In the video, the recipient opens the Excel file using Core Share (ideally through the desktop client). Editing the file is straightforward and user-friendly – no numeric IDs are required, and external recipients don’t need specific knowledge. Once changes to the load sheet are synchronized from Core Share to Extended ECM, the Extended ECM user receives prompt notification.
Moreover, the Excel file serves as a direct communication tool between parties. The external recipient can mark the activity as “completed” and add comments directly to the file. This action will inform the Extended ECM user that the file is ready for validation and processing.
Would you like to receive more information about these additional functionalities? Do not hesitate to contact us and request a live demo.