404.497.8110 info@equorum.com

Take Control of Your Files
With Lifecycle Management 
 

Take Control of Your Files With Lifecycle 
Management
  

From creation, through revisions and maintenance, to archival/retention, lifecycle 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 lifecycles, use a true commercial engineering cloud document management solution.

From creation, through revisions and maintenance, to archival/retention, lifecycle 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 lifecycles, use a true commercial engineering 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 lifecycle 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 lifecycle 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

lifecycle management

BLOG

I hope I’m not sounding like I’m preaching, but I am getting frustrated and nervous as more and more companies are using free cloud-based box services to store, distribute, and manage their documents. The cost of a full fledged document management system is so insignificant compared to the costs (non-quantifiable as they are) that its really a no-brainer for the corporation…

lifecycle management

WHITE PAPER

Document management systems provide many benefits to organizations, but perhaps the most important in today’s world of exploding data is the improvement in file security. IT departments are looking for better ways to safe keep important files, especially with increasing mobile access. Security is paramount in today’s world of information sharing and distribution and mobile device access; how to secure…

lifecycle management

INTEGRATION

The Microstation Connector gives users seamless access to ImageSite through its integration within the application, including in-application ribbon functionality. ImageSite gives CAD users all the document and drawing management capability resident in ImageSite. This allows users and managers to better manage engineering change processes and share engineering information throughout …

Engine-Box

eQuorum’s comprehensive, yet easy-to-use Cloud 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