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Under the Hood - All things PDM and PLM

In the latest release, Vault data management software introduced the capability to automatically publish and share 2D PDFs of drawings during the release process. Peter Van Avondt, Technical Specialist – Data Management, and Kamil Cejpek, Technical Sales Specialist, explore the different aspects of this functionality taking you through the steps to correctly set up this publishing process in Vault and show you the different publishing options. They’ll also teach you how to let users outside your engineering department access the PDFs for printing and other workflows.

Highlights from the AU Class

The PDF Category

All PDF files created for document control in Vault 2018 are automatically assigned to the Design Representation category. A dedicated category allows administrators to manage their rules, lifecycles, and properties independent of the associated design files.

Design Representation Category

The PDF lifecycle definition

A Design Representation Process lifecycle exists with three states; Released, Work in Progress and Obsolete. When the PDF file gets created after the design file is released, it uses the Design Representation Process lifecycle through the assignment of the Design Representation Category.

Design Representation Lifecycle

PDF Publishing Options

With all lifecycle, category and other configurations done, it is time to look at the PDF publishing options. The PDF Options determine how the content is published in the PDF file. You can also set specific behaviors like whether to attach PDFs to their source files, where to save the PDFs and if they should take the source revision number, etc.

Advanced PDF Publishing settings

An overview of the common PDF publishing options was given. The following section will cover the more advanced (sometimes hidden) behaviors, capabilities, and options of the PDF publishing feature.

A lot of good information is covered in this Autodesk Unversity class so check it out at the AU website for the video and handout. IM123663: Publish and Manage 2D PDFs in Vault 2018.

Irvin Hayes Jr.

Irvin is a Product Manager on the Autodesk Vault team based in Novi, Michigan. He helps partners, consulting and sales develop Vault deployment plans in enterprise environments and system requirements. You can find multiple classes Irvin has presented at Autodesk University, ( on a wide range of Vault topics. Irvin is a technology geek and loves sharing with the community on Twitter (@ihayesjr) and Flipboard Magazine. Disclaimer If you need an official Autodesk company response or a contact for press-related activities please contact Autodesk Public Relations. The posts on this blog are the authors' own personal opinions and do not represent their employer's view in any way. In addition, their thoughts and opinions often change, and as a weblog is intended to provide a semi-permanent point-in-time snapshot you should not consider out-of-date posts to reflect their current thoughts and opinions.