404.497.8110 info@equorum.com

Take Control of Your Files
With Life Cycle Management
 

From creation, through revisions and maintenance, to archival/retention, life cycle management helps move files to applicable folders or projects based on retention and archival schedules. Don’t use consumer box sites to try to execute life cycles, use a true commercial engineering cloud document management solution.

Eriez

Our recently implemented Autodesk Vault PDM solution worked well for the Engineering department but problems remained for our non-engineering users to find, view, print, and generally work with the engineering content they need for their day to day jobs. We will significantly improve our workflows for drawings approved in Autodesk Vault to then be automatically made available to downstream manufacturing, sales and support functions through ImageSite’s seamless integration

Dan Ester

Information Services Director, Eriez

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Change life cycle state automatically

Set workflow actions to change file states based on specific tasks and schedules

Move files based on workflow outcomes

Alter file permissions based on state changes

Only allow current versions of files to users

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Always use the right file

Change file’s state during its life cycle to ensure only released files are available

Set archive/retention schedules to obsolete and archive older files automatically

Show files in revision or checked out through watermarks while restricting downloading

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Easily obsolete or archive older files

Move older files to archive storage or set them as obsolete, automatically

Set retention schedules, based on state, file age, version number, or many other criteria

Send notification emails or internal notifications when files are obseleted or archived

Engine-Box

eQuorum’s Cloud Workflow and Document Management SaaS - from design through manufacturing and production, to sales, support and administration.

6285 Barfield Road, Suite 350
Atlanta, GA 30328
800.800.7568