Resources
DDM Office Tutorial Videos
Step by Step guide to using DDM Office
You can watch the full embedded video on this site but if you click on the timestamps it will then take you to YouTube to view that relevant section.
DDM Tutorials Step 1 – Logging into DDM and Searching
00:25 Logging into DDM, logging out/closing DDM
01:05 Changing user password
01:20 Primary attributes in the search results
Searching
02:05 Search types ‘Free Search’
02:30 Search criteria ‘Free Search’
04:55 Search criteria ‘Simple Search’
06:20 Search criteria ‘Advanced Search’
10:30 Searching folders ‘Free Search’
11:05 Searching folders (Advanced Search)
08:30 Previewing drawings (PDF Preview) and Models
09:10 Configuring client viewing applications
09:25 Browsing structure relations and identifying ‘where used’
11:35 Customising and configuring the search results
12:30 Category Browser – searching by Category Client Options
13:45 Searches; ‘Run search immediately when changing search type’
14:40 Prompts; ‘Would you like to clear your search results now’
15:30 Start-up; ‘Default Start-up Search Mode’
DDM Tutorials Step 2 – Document Lifecycle Management
00:40 Importing a document to DDM from the file system
00:55 Assigning a number, description and category
02:10 Selecting a folder to save into (Workbench)
03:50 ‘My Workbench’, ‘My Recent Items’, reserved items and modify permissions
04:50 Editing a document
05:10 Saving changes back to DDM
05:55 Changing a document’s lifecycle state
07:25 Viewing a document’s properties
08:10 Up-issuing a ‘Released’ document
09:45 Adding change notes
10:45 Understanding the ‘Under Review’ lifecycle state
11:35 Understanding the ‘Superseded’ lifecycle state
12:40 Creating a new document from an existing document in DDM
14:40 ‘Send to’, exporting documents out of DDM
DDM Tutorials Step 3 – Working with Folders
00:30 Introducing Project folders
01:25 Pinning folders, ‘My Pinned Folders’
02:05 Saving documents into a project folder
03:50 Understanding item ownership (modification rights) in group owned folders
05:05 Reserving an item back to a project folder to allow collaboration
06:10 Folder properties, opening a folder in its own window
07:00 Assigning a project folder to a user and returning to group ownership
08:20 Understanding which folders and item is reserved or reference to
08:55 Referencing documents to a folder
09:55 Moving items into a folder divider
10:50 Moving items from one folder to another
DDM Tutorials Step 4 – Formal Approvals using Folder Actions
0:35 Introducing folder actions
2:10 Raising a folder action
2:55 Pinning a folder action
3:10 Reserving a document(s) into a folder action
3:55 Opening the properties of an approval folder
4:10 Approval folder action workflow
4:25 Sending the document for checking (workflow)
6:35 Workflow decision steps
8:25 Document history and audit trail entries
DDM Tutorials Step 5 – Creating New Folders, Subscriptions, Renaming & Deletion
00:35 Creating a new folder (project folder)
02:15 Folder sent to workflow on creation
03:15 Enabling or disabling DDM prompts
03:55 Importing multiple documents
06:10 Renaming a document
07:00 Converting an item from the Document class to the Drawings class
07:35 Deleting items from DDM
08:45 Adding an email document to DDM
10:45 Creating and organising search favourites
13:00 Setting query limits
14:10 Subscriptions
DDM Office Tutorial Next Steps
Follow our step-by-step video guides to learn how to using DDM Office.
