Cover
Contents
Chapter 1 – Introduction
Overview of Lascom AEC
Launching Lascom AEC
How to connect to your application?
Connection in progress message
How to disconnect to your application?
Unicode
Lascom AEC Screen
Menus and Folders
Business Tab (welcome page)
Profiles Example
SideBar
Hide or display the sideBar
Content of the sideBar
Description of the icons
Settings
Buttons
Chapter 2 – The Vault
Classification
EDM / PLM Modules
Documents
BIM
Partners
Vault Settings
Document (Technical Object)
Document Form
Content of the document form
Document traceability
Document Codification
Vault Settings
Welcome page
Define a favorite welcome page
My Favorites
Add a custom space to the favorites
Add a filter to the Favorites
Add a SmartView to the Favorites
Remove an item from « My Favorites »
Add an item to « My Favorites»
Manage My Favorites
Custom spaces
Display of custom spaces
To add objects to a custom space
Edit custom Spaces
Import / Export to data
Export of Lascom AEC data
Import of Lascom AEC data
Organization by project (ProjectRoom)
Chapter 3 – Vault Objects
Searching data
How do you search for an object in the repository?
Search grid in columns
Search criteria
Summary of the operators used for entering search criteria: Calendar, etc
How do you define a default operator for filters?
Empty the search grid
Filters
To save your search
To create a filter
Manage filters
To make a Filter Public or Private
To make it private
To add a filter to your «Custom Space»
How to add filters in My Favorites?
To refine a Search
Variables filters
Date filters with delays
Filters on user name
Advances search
Smart View
To create a new search with Level 1
How to create the level 2 of a Smart View?
Functionalities available on Smart Views
Smart Views management
Multi-class Search
To create a new multi-class Search
Edit a multi-class search
Display, edition and deletion of Multi-class search filters
To make a search filter public
Display criteria when running a multi class Seach
Easy Search
Display of the values
To view an document in the vault
Interpretation of symbols
To view properties for a document
Back to « …»
Navigate in a search result
To view the History of a document
Files management
To view the list of related files for a document
To view « Configurations »
To view «Where Used»
Display of Associated Packages
Printout of documents and standard reports
Standard report formats
Print list
Print selected Items
Print filter result
Central printing
Object properties
Configurations
Where Used
Download
Network Printing
Subscriptions on filters
Creating a subscription on a filter
Viewing /editing a filter subscription
Description of the Notification
Notification with attachments
Notification without attachments
Distribution
Distributing a document
Distribution form
How do you select the recipients?
Viewing distributed documents
Distribution notification
Validations
Simple Validation
Validation distribution form
How do you select the recipients?
Browsing documents being validated
Auto Validation
To send a document for validation
Status of “To validate”/“Validated” objects
Browsing documents being validated
Notification of validation
Transmittals
Comments
Add a comment
Opinion request
Create an opinion request
TaskManager
Delegation
Description
To delegate a task
Section General information
Section: Workflows to delegate
Section: Selection of criteria
To manage a delegation
Edit a delegation
Mark Obsolete
View obsolete values
Delete a delegation
To create a copy of a delegate
Search delegation
Import delegation
Navigate in the delegate
Reassignment
Description
How to reassign a task?
Result of a reassignment
Email notifications
Chapter 4 – Creating and Modifying Documents
Data Management
To create a document
Pages headers
DOT.NET Forms: for user friendly properties forms
Auto-completed fields
To create multiple documents of the same type
To create a copy of a document
To copy to a different type of document
To created document with related files
To associate a file with a document that has already been created
Drag and drop the files
Multiple download
Display related files
Managing related files
Update state to distributed
To modify document properties
To edit multiple documents
Reserving a document
Cancelling a reservation
Chapter 5 – Packages
Packages generalities
Display of mailbox / workflows templates
Packages
Create packages
Mailbox layout
Preview a Package Template
Send an item in a workflow from the Vault
All
New tasks
Sent elements
Owned elements
Aborting an owned package
To delete an owned package
To display the XML file of an owned package
Drafts
Deleting a Draft
Archived Packages
Filtering workflow packages
Searching for a workflow package
Search a package
Create a filter
Managing filters
Making a filter public
Making a filter Private
Deleting a filter
Filtering on custom properties
Follow up the process of the packages
Participants of an activity
The different possible status of a participant.
Inspection
Task completion
Executing a task
View Process
Package attachments
Add package attachments
Chapter 6 – Working with attachments
Attachments
Viewing Attachments
To view the list of attachments
To view details for a file
To view properties of an attached file:
Viewing File Contents
Opening a file in the browser:
To view an attachment in the Lascom AEC Viewer:
Downloading Files
To download a file from a package
Adding Attachments
Adding New Folders
To create a new document folder
Adding Files to a Folder
Adding a URL
To add a URL attachment to a package:
Adding Vault Links
To add links to documents in the vault
Editing Attachments
Deleting Attachments
To delete an attachment
Checking Out Files
To check out a file for editing
Cancelling Checkout
To cancel checkout
Checking In Files
To check in a file after editing:
Replacing Files with New Versions
Synchronizing Attachment Data with the Vault
Chapter 7 – Configurations
Configuration
Creating Configurations
To display a Configuration
Edit the link properties of a configuration
Configuration Links
To add a link to a configuration
Insert a link in an existing configuration
To replace a link in a configuration
To move a link to a configuration
To Delete a Link
Deleting a Configuration
Lock a configuration
Folder publication (Configuration)
Created configuration publication
ZIP file display
Chapter 8 – MailBox
Description Mailbox
Display of mailbox
Processes
All
New
Sent Elements
Owned packages
Drafts
Archived packages
Distributions
Distributions List
Distributions: New
Distributions: Acknowledged
Distributions: Archived
Sent Elements
Validations
Current
New
Validated
Refused
Sent elements
Archived
Meaning of the symbols
Opinions requests
Current
New
Read
Sent elements
Archived
Task Manager
Chapter 9 – Reports
Description
Reports types
« Connection » Report
“Reassignment Report”
“Workflow Audit Trail” Report
Reports on system utilization
Audit Trail Report
Login History Report
Chapter 10 – User settings
Settings
Summary
To view your current display options
User Profile
Changing the working language
Editing the User Profile
Changing the Password
Login
To change the default page
To change the default theme
Home
General
Filters
Full Text Search
Configurations and Where Used
Configurations
Where used
Files
Configuration Publication
Send for distribution
Projects
Default action
Default Display for Projects List
MailBox
New Packages
«Assigned»/«Owned»/«Originated» Packages
Reports
Administration
Administration
Administration of Packages
Administration of Resources
Attachments
Layouts
Managing Layouts
To change column settings
Default layout
Editing System Default Layouts
Chapter 11 – Administration
Administration Tab
Chapter 12 – Glossary
Glossary
Abreviations
LASCOM Definitions