{"id":13732,"date":"2023-02-06T10:17:44","date_gmt":"2023-02-06T15:17:44","guid":{"rendered":"https:\/\/blogs.sw.siemens.com\/teamcenter\/?p=13732"},"modified":"2026-03-26T09:00:02","modified_gmt":"2026-03-26T13:00:02","slug":"documentation-management-practice","status":"publish","type":"post","link":"https:\/\/blogs.sw.siemens.com\/teamcenter\/documentation-management-practice\/","title":{"rendered":"Document management best practice in the digital thread"},"content":{"rendered":"\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Everyone knows the product lifecycle has gone digital.&nbsp; <\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Documentation is still helpful and a necessary part of the thread.&nbsp;<\/p>\n\n\n\n<div style=\"height:10px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Some examples include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Online product fact sheets<\/li>\n\n\n\n<li>Service execution feedback<\/li>\n\n\n\n<li>Specifications <\/li>\n\n\n\n<li>Test procedures and results<\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Help customers manage documents with Xcelerator<sup>\u00ae<\/sup>; as much or as little functionality as needed for each use case.&nbsp; <\/p>\n\n\n\n<figure class=\"wp-block-image size-medium\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"441\" src=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/doc-management-shutterstock_1296644836-600x441.jpg\" alt=\"\" class=\"wp-image-14084\" srcset=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/doc-management-shutterstock_1296644836-600x441.jpg 600w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/doc-management-shutterstock_1296644836-1024x752.jpg 1024w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/doc-management-shutterstock_1296644836-768x564.jpg 768w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/doc-management-shutterstock_1296644836-900x661.jpg 900w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/doc-management-shutterstock_1296644836.jpg 1474w\" sizes=\"auto, (max-width: 600px) 100vw, 600px\" \/><\/figure>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Before you begin, determine if you really need a document.&nbsp; Ask yourself, &#8220;Are you collecting information that only needs to be available as a report?&#8221;&nbsp;Check out the reporting functions available in <a href=\"https:\/\/www.plm.automation.siemens.com\/global\/en\/products\/teamcenter\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Teamcenter<\/strong><\/a>. If you need to <strong>archive<\/strong>, <strong>exchange<\/strong>, or <strong>deliver<\/strong> a <strong>document to other users<\/strong>, <strong>then keep reading<\/strong>!<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-9d6595d7 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/final-trish-blog-photo-1-1024x908.png\" alt=\"\" class=\"wp-image-14434\" width=\"529\" height=\"373\"\/><\/figure>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\">\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"><\/div>\n\n\n\n<div style=\"height:76px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-font-size is-style-secondary-button\" style=\"font-size:25px\"><a class=\"wp-block-button__link has-white-color has-cyan-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/plm.sw.siemens.com\/en-US\/teamcenter\/solutions\/plm-analytics\/\" style=\"border-radius:90px\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Check out reporting capabilities<\/strong><\/a><\/div>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Documenting your process<\/h2>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>To save users time, you need to define your documents. Without definition, you&#8217;re only storing a file.&nbsp; Definition starts with two templates, object and file. These functions are building blocks, <strong>that can be used together or individually<\/strong>. Every document can be tailored to suit each use case. <strong>The best part is that these features are available to you in Teamcenter now!<\/strong><\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The repository <strong>object templates<\/strong> are called DMTemplates.&nbsp;These define the behavior of document. Define your own naming conventions and required metadata for each.<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>The <strong>file template<\/strong>, which is created in the native application defines the boilerplate content.<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Boost productivity and keep your document content consistent with them. Define the rules and make it easier for users to find the document in the future. <\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Below is a <strong>step-by-step<\/strong> deploy process you can follow. It features both document object and file templates.<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a document object template<\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"255\" src=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/final-trish-blog-photo-2-1024x255.png\" alt=\"\" class=\"wp-image-14435\" srcset=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/final-trish-blog-photo-2-1024x255.png 1024w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/final-trish-blog-photo-2-600x149.png 600w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/final-trish-blog-photo-2-768x191.png 768w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/final-trish-blog-photo-2-1536x382.png 1536w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/final-trish-blog-photo-2-2048x509.png 2048w, https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/final-trish-blog-photo-2-900x224.png 900w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>1. Create the document object template. <\/strong><\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>2. Now define the behavior.  <\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Set the document naming conventions. <\/li>\n\n\n\n<li>Define which workflows are allowed for the document.<\/li>\n\n\n\n<li>Render to PDF at specific points in the document lifecycle. <\/li>\n\n\n\n<li>Ensure PDFs and printed files have the proper print stamps and watermarks. <\/li>\n<\/ul>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong> Save users time and ensure your document meets the business process requirements.<\/strong><\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a file template<\/h2>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/final-trish-blog-photo-3-1024x452.png\" alt=\"document\" class=\"wp-image-14436\" width=\"1290\" height=\"425\"\/><\/figure>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>3. Create the file template.  <\/strong><\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p><strong>4. Define the boilerplate content.<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add a cover page. <\/li>\n\n\n\n<li>Setup a reviewer table.<\/li>\n\n\n\n<li>Insert project logos. <\/li>\n\n\n\n<li>Insert information from Teamcenter automatically using attribute exchange. <\/li>\n<\/ul>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>It&#8217;s as easy as that! <\/p>\n\n\n\n<p><strong>Now your documents are related to the digital twin and the right digital threads. <\/strong><\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>No need for any more complicated folder structures you need to dig through.<\/p>\n\n\n\n<p>Take advantage of features already available in every Teamcenter<sup>\u00ae<\/sup> author license today!<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p>Ready to try Teamcenter X?<\/p>\n\n\n\n<div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-font-size is-style-secondary-button has-large-font-size\"><a class=\"wp-block-button__link has-white-color has-orange-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/trials.sw.siemens.com\/teamcenterx-cloud-plm\/\" style=\"border-radius:100px\" target=\"_blank\" rel=\"noreferrer noopener\">30-day free trial <\/a><\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>In our increasingly digital age, documentation is key to organizing and operating. Learn how to document in a step-by-step process with Teamcenter.<\/p>\n","protected":false},"author":52465,"featured_media":14084,"comment_status":"open","ping_status":"open","sticky":true,"template":"","format":"standard","meta":{"spanish_translation":"","french_translation":"","german_translation":"","italian_translation":"","polish_translation":"","japanese_translation":"","chinese_translation":"","footnotes":""},"categories":[1,51,54],"tags":[31432,11,1374],"industry":[],"product":[357],"coauthors":[1004],"class_list":["post-13732","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-news","category-featured","category-whats-new","tag-configuration","tag-content-and-document-management","tag-deployments","product-teamcenter"],"featured_image_url":"https:\/\/blogs.sw.siemens.com\/wp-content\/uploads\/sites\/14\/2023\/02\/doc-management-shutterstock_1296644836.jpg","_links":{"self":[{"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/posts\/13732","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/users\/52465"}],"replies":[{"embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/comments?post=13732"}],"version-history":[{"count":6,"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/posts\/13732\/revisions"}],"predecessor-version":[{"id":14912,"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/posts\/13732\/revisions\/14912"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/media\/14084"}],"wp:attachment":[{"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/media?parent=13732"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/categories?post=13732"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/tags?post=13732"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/industry?post=13732"},{"taxonomy":"product","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/product?post=13732"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/blogs.sw.siemens.com\/teamcenter\/wp-json\/wp\/v2\/coauthors?post=13732"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}