Teamcenter Document Management

Solving the document dilemma with PLM

Teamcenter® software’s document management solution enables knowledge workers using applications from CAD to Microsoft Office and everything in between to directly participate and contribute to the product lifecycle. Authors of spreadsheets, documents, presentations, diagrams and projects can interact with your product lifecycle management (PLM) environment from within their application of choice. Their involvement in this environment facilitates their contributions and enables supporting documents to be managed alongside engineering and manufacturing product information. Authors can use that product information within their documents and participate in multiple product-related processes. Teamcenter document management capabilities facilitate the standardization and management of documents and document processes, thereby enabling greater productivity and reduced cycle time in the product lifecycle.

Teamcenter document management functionality

In today’s fast paced global economy, documents critical to product development, such as product plans, trade studies, regulatory filings and marketing materials, are generated by engineers and nonengineering knowledge workers alike.

Ensuring that these documents are captured, conform to required formats, meet project deadlines and use the latest product information is hard to accomplish outside of a PLM system. Teamcenter enables you to incorporate document management capabilities into your product development environment so you can:
• Establish standards for document inputand collaboration
• Enable knowledge workers to participateand contribute directly to productprocesses
• Leverage up-to-date product informationacross all authoring processes
• Automate and optimize publication anddistribution

Facilitating seamless product and document creation

Teamcenter addresses issues traditionally associated with document creation and management, including concerns that these processes:
• Fail to enforce consistent authoring
• Jeopardize schedule-related deadlines
• Fail to reflect product andproject changes
• Inhibit rapid document review
• Promote redundancy

Teamcenter eliminates the repetitive, error-prone processes normally associated with developing and managing documents. Instead, it enables document authors and product teams to create, manage and publish vast amounts of technical systems information in unison. You can leverage Teamcenter to automatically perform full text indexing and document rendering, thereby facilitating more effective reviews. With markup management, multiple reviewers can simultaneously provide comments on documents and reduce cycle time. You also can use batch printing with stamps and watermarks to ensure proper distribution and identify documents that must printed.

Teamcenter can be leveraged to author and publish a variety of documents, including:
• Specifications
• Resource descriptions
• Marketing presentations
• Costing and estimating documents
• Trade studies
• Correspondence
• Regulatory filings

Underlying concepts

Authors can create documents based on template and boilerplate files managed in Teamcenter by document type or access rights, thereby ensuring proper format and content. In-process and completed documents can be saved to Teamcenter, indexed for searching, rendered to neutral formats for review and submitted to workflow processes aligned with product development processes.

Teamcenter lets document authors manage their work in the PLM environment directly from their Microsoft Office applications in the same way that engineers access Teamcenter from within integrated CAD applications. This approach allows authors to use Teamcenter to directly search and access product information and then include this information in documents such as MS Word documents, Excel spreadsheets, Visio diagrams and PowerPoint presentations. An advanced Teamcenter integration for Microsoft Office increases productivity because users stay in a familiar application environment while benefiting from the power of Teamcenter. Document properties and content can be exchanged with Teamcenter to reduce the need for keystroking (typing), while providing up-to-date content in both the document and PLM envirornment. A single, secure, global source of documents reduces document confusion that would otherwise lead to product decision errors, misfiled regulatory information or poor collaboration.

Teamcenter document management solution embeds PLM power in Microsoft Office so that you can synchronize your PLM tasks with your Outlook tasks, maintain MS Office documents with related product information and directly participate in product processes that improve schedule and budget performance.

For users who need more mobility, accessing documents through Teamcenter Active Workspace browser client really brings anywhere-on-anything access to your documents to allow users to work with documents on mobile devices.


    Microsoft Office interface
  • Managed bi-directional data exchange between Teamcenter and Office documents
  • Standardized template usage based on document types
  • Embedded Office-centric Teamcenter interface
  • Synchronization of MS Outlook tasks with PLM tasks
  • Full repository management
  • Access and security management by document types, states, user roles, groups and individuals
  • Animated and ad hoc workflow
  • Change management of versions (releases) and sequences (interim edits)
  • Search capability
  • Support for derived document relationships (where-used)
  • Full metadata and full text search
  • Saved and ad hoc queries
  • Editing
  • Ability to easily search and add JT™ format and other graphic conventions directly into your documentation
  • Markup management for simultaneous reviews
  • Configurable lifecycle states to control release at different document stages
  • Ease of use
  • Embedded Teamcenter tab in MS Office applications
  • Automatic rendering to PDF and other neutral formats
  • Batch printing with watermarks and stamps
  • Graphic workflow development and viewing
  • Active Workspace for intuitive browser-based interface
  • Digital signatures for authentication on the page and the Teamcenter object


  • Improve productivity by establishing standards for document authoring/collaboration and enabling key information (including document content and properties) to be exchanged and directly leveraged with Teamcenter
  • Accelerate time-to-market by leveraging CAD and Microsoft Office tools to rapidly author/produce documents directly to and from Teamcenter
  • Improve compliance by using templates to ensure that documents conform to required structure and content
  • Improve product launch success by leveraging a single source of product knowledge that facilitates concurrent engineering and aligned launch activity
  • Reduce document confusion by leveraging a single source for secure document authoring, review and access
  • Improve accuracy by linking all engineering and document teams
  • Improve quality by enabling product and document changes to be planned and verified

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What is Teamcenter Document Management?

Teamcenter® provides documentation tools to help your teams create specifications, analysis reports, 2D/3D illustrations, spreadsheets, test results, and technical publications. Documents and technical publications are in the same product lifecycle management (PLM) system as all your other product-related information.

What does Teamcenter Document Management do?

Teamcenter document management capabilities facilitate the standardization and management of documents and document processes, thereby enabling
greater productivity and reduced cycle time in the product lifecycle.

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