Stay Connected from Anywhere with New Document Viewing Technology

Posted by Phil Shaw on September 27, 2021

Deltek Product Release Information

The latest version of Deltek PIM introduces a new viewing technology – now available to all users – that provides a more intuitive way for teams to stay connected to projects from anywhere.

View Documents from Anywhere

Easily view all supported file types (PDF, Microsoft Office, drawings, images) from a desktop or the Deltek PIM mobile app. This allows users to review documents from anywhere without having to download the files locally or own the native software application (e.g., AutoCAD to open .DWG files).

Deltek PIM Document Viewing

Mark Up Documents from Desktop

Previously, to provide feedback on documents, users had to check out a file from PIM, provide markups and comments, then check the document back into PIM. Now users can simply open a document or drawing from their desktop to provide instant feedback to the entire team – a feature that will be expanded to mobile devices in a future release.

Deltek PIM Markup Documents

Add and Reply to Comments for Context

Easily create and add replies to comments to continue the dialogue during the review and approval stages. Mark comments as complete to alert teams that specific issues have been resolved.

Deltek PIM Add Comments

Create Custom Stamps

With custom stamps, users can quickly select commonly used project milestones or phrases to indicate the status of documents, saving teams time during the review and approval processes.

Deltek PIM Custom Stamps

Identify Documents with Markups

To easily identify which documents in Deltek PIM include markups and comments for review, an icon is displayed next to the document name in the Document Management System (DMS).

Deltek PIM

As a Deltek PIM user, you can begin taking advantage of these new features immediately within the latest release to streamline collaboration among the entire project team.

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