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CMPRO Fast Task: Find the Document Revision and Send it to a NON-CMPRO Customer

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CMPRO is Product Lifecycle Management (PLM) software that manages engineering, configuration, inventory, and product data.

For CMPRO training resources visit www.CMPROficiency.com.

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CMPRO Fast Task: Find the Document Revision and Send it to a NON-CMPRO Customer

  1. 1. • The Document Repository provides centralized storage and revision control for all documents tracked by CMPRO. • E-mail messages can be sent directly from CMPRO. • Contacts who do not use CMPRO can be recorded in the CMPRO Address Book. Scenario: Find Latest Document Revision and send it to someone that does not use CMPRO Path: Document Repository Search Fast Task 1 FT00002
  2. 2. Find Latest Doc Rev & Send to a Non-CMPRO User Search Documents 1 2 2
  3. 3. Search Documents Type in the Document Number and click search icon 1 2Select Current 3 3Enter Document Number
  4. 4. 1 Open the Document Search Results Open the document 4
  5. 5. 1 Send E-mail Message Document Detail Click the Send E-mail Message link, located near the bottom of the screen. 5
  6. 6. Select Address Book 1 E-mail Wizard Select the recipients from the CMPRO Address Book. Additional recipient options are CMPRO users, user defined groups, proprietary groups, and CMPRO roles. 6 2 Choose recipient
  7. 7. 2 Use these links to add document info (optional) E-mail Wizard Build the e-mail message by adding text, inserting document information, and adding attachments. 7 Type any message text 3 Click Attachments1
  8. 8. Add Attachments Attach any items, including actual document you want to send. 8 2 Click link 1 Click checkbox
  9. 9. Send E-mail Notice that the file is attached. Click Send E-mail. 9 2 1
  10. 10. E-mail Results 10
  11. 11. This has been a Fast Task To view more Fast Tasks and learn more about CMPRO’s features and functions, go to CMPROficiency. © 2015 Professional Systems Associates, Inc. All Rights Reserved.

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