Notes Inside Enterprise PDM

Last Updated on by DesignPoint Team

I use a very popular app on my phone, tablet, and PC for keeping my notes together and highly searchable. Unfortunately, this doesn’t work very well with my EPDM vault. My solution: I have created EPDM templates to record notes for projects and other situations. The header of the note is automatically filled out with data from the folder card and a time stamp. The notes’ file names are also time stamped. This is such a simple thing to do inside EPDM and makes project work much more organized and efficient to have the notes at your fingertips and placed right where the rest of your data is. Of course, SQL and the indexing service make these files highly searchable too. Watch this video to learn how to set this up.

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