Document Management System for Microsoft Office

Manage all your documents

Microsoft® Office is a key set of tools used during all stages of the product lifecycle for a myriad of purposes. Many documents contain critical information which needs to be shared and forms part of the product record.

However, typically these documents are disconnected from the product record, get lost in shared folders and accidentally deleted from hard drives.

Process Solution

Microsoft Office Document Management with Aras Innovator® and services from TriMech

  • The Aras Microsoft Office Connector extends the benefits of PLM to Excel, Word, and Outlook.
  • Users can create, store, edit, search and manage documents while working within the familiar, easy to use Microsoft environment.
  • Aras provides administrators with sophisticated capabilities for document control and security, including need-to-know access, configurable automatic document numbering & naming conventions, the optional use of corporate templates, and more.
Microsoft Office Document Management System

How TriMech Can Help

Aras Innovator PLM & Services from TriMech will help you with Document Management

Benefits of Document Management with Aras Innovator

During the lifecycle of a typical product many documents are created containing critical information which needs to be shared and forms part of the product record.

The creators and users of these documents are usually spread across many functions and locations making the management of these documents a significant challenge.

The Microsoft® Office Connector for Aras Innovator® provides an intuitive and convenient way to manage Microsoft documents in Aras within Office applications.

Microsoft Office Document Management with Aras includes version and change control for files in multiple formats in a secure, searchable repository. Users across multiple teams and locations now have easy access to critical information required for the projects they are working on:

  • Users can create, store, edit, search and manage documents while working within the familiar, easy to use Microsoft environment.
  • Provides administrators with sophisticated capabilities for document control and security, including need-to-know access, automatic document numbering and naming conventions, and more.
  • Fully configurable to support your company's corporate standards, practices and procedures.
  • Optional use of corporate templates drives standardization and improves compliance.
  • Document management lifecycle status management, versioning and user access control.
  • Document classification based on document type.
  • Automatic document management numbering and naming.
  • Document linking to related items like parts and projects.
  • Bi-directional property mapping between Aras and inside document text.
  • Viewables automatically created for Visual Collaboration.
Discover Aras Innovator

Document Management features available with Aras Innovator PLM software

  • Search - Search files and templates in PLM from within the Microsoft Word, Excel and PowerPoint
  • View & Edit - Simply select View for read-only access or Edit to lock and modify a file
  • Automated PDFs - Auto generate PDFs of saved files to attach and distribute to other users in the workflow
  • Classification - Automated file naming and document number sequencing based on classification categories
  • Linking - Option to create relationships between Microsoft documents and Aras items such as Parts, Drawings, Projects, Process Plans, and other PLM items from within Microsoft Office. Relationships can drive naming and numbering, and are updated along with associated product components.
  • Revision & Version Control - Configurable revision and version control on Microsoft files provides traceability and assures that users always work with the correct version of a file
  • Side-by-Side Comparisons - Enables users to easily view side-by-side comparisons of different revisions of the same document or file
  • Enterprise Change Management - Apply lifecycle states, approval workflows and sign-offs to documents such as engineering change requests or document change orders
  • Templates - Create standardized Office document templates that comply with corporate conventions and are ready-to-use for end users
  • Property Mapping - Map properties from native Microsoft files to Aras or from Aras to the native Microsoft files
  • Outlook Emails - Capture and store Outlook emails with embedded images and attachments as part of the product record in Aras
  • Compliance - Document controls, tracking, traceability and audit trails streamline and simplify compliance
  • Security - Need-to-know access rights and permissions on files managed from within Aras
Overview Demo

Aras Innovator PLM Solution

Aras Innovator PLM is a full-featured, business-ready web based solution for Document Management.