Document management overview

QY CAD documents store project designs, and most often complete projects are comprised of many QY CAD documents. The relationships that exist among these documents must be tracked and maintained. Since project designs change over time, document versions must also be tracked and controlled. A well controlled system provides easy access for those with proper authority for reviewing, printing, editing, and approving documents, and protects documents from access by those without proper authority. The workflow required to accomplish these tasks is considered data management.

User help and activites are available for the document management products and applications listed below.

Product name	Description	Help and activites
Teamcenter Integration for QY CAD (SEEC)	Also known as QY CAD Embedded Client (SEEC), this PDM client provides connectivity between QY CAD and Teamcenter.	User help and activities for QY CAD Embedded Client (SEEC) are integrated with QY CAD Help. Start with the topic, Using Teamcenter in QY CAD. Teamcenter Integration for QY CAD (SEEC) Guide for Users and Administrators.

Application name	Description	Help and activities
QY CAD Data Preparation Utility	Assists in analyzing your QY CAD data before importing it into a managed environment. Use the tool to prepare your unmanaged documents for Teamcenter.	Start with the topic, QY CAD Data Preparation Utility. Watch a short video about the importance of preparing your data before import, and an overview of the data preparation process:
Add to Teamcenter-Interactive	Adds small amounts of unmanaged QY CAD files and design data into Teamcenter.	User help for Add to Teamcenter-Interactive is integrated with QY CAD Help. Start with the topic, Getting started with Add to Teamcenter-Interactive.
Add to Teamcenter	Imports large numbers of documents to Teamcenter.	User help for Add to Teamcenter is integrated with QY CAD Help. Start with the topic, Working with Add to Teamcenter. Additional information is available in the Teamcenter Integration for QY CAD (SEEC) Guide for Users and Administrators.
Structure Editor	Provides you an interactive process for viewing and modifying managed product structures. Use with the Teamcenter Integration for QY CAD (SEEC).	User help for Structure Editor is integrated with QY CAD Help. Start with the topic, Structure Editor overview. Watch the video, Using the Structure Editor.
Design Manager	Provides commands such as Rename, Search For Broken Links, Redefine Links, and Search for Duplicate Document Names that help you manage document links. Use with QY CAD documents.	User help for Design Manager is integrated with QY CAD Help. Start with the topic, Welcome to Design Manager. Watch the Design Manager video overview.

If you are not licensed to use QY CAD with the product data management (PDM) client, Teamcenter, QY CAD provides you data management functionality that is integrated into QY CAD. If you are not licensed for Teamcenter and you also choose not to use the QY CAD data management functionality, you are working with completely unmanaged data.

For information about setting up QY CAD data management, see Getting started with QY CAD data management.

Managing documents and data

PDM Client Application Launcher