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You can put all of that in the file properties (File menu>properties). For parts and assemblies you have a "Custom" tab & a "Configuration Specific" tab. The values on the custom tab apply to all configs, & the config-specific tab properties apply separately to different configs. The drawings only have the custom tab.
When you create your templates, you can preload the properties with the values and categories you want so they will be there each time. If you create drawing sheet templates from a file that has these properties in it, then the properties will get pulled into older drawing files when you update the template.
Depending on what you want, a lot of the information can be auto-filled by using property codes (ex: $PRP:"SW-File Name" will automatically give you the file name of the document, sans file extension, and this information can automatically populate the title block, BOM tables, etc.
Anything that goes into the document properties can be keyword-searched through PDM/Works.
Thanks for the reply! I understand how you can populate areas using custom properties, but how is the part saved. Does the designer create the new parts, assemblies, and drawings on his machine and when he is completed all drawings he moves them to the PDM server? I know this must sound pretty basic to most, but we are new at this and I am sure it will be explained to us at our upcoming meeting. I just wanted to get some insight on how things are done when using a PDM system.
It would be nice when a designer starts a new part, if an interface would allow him/her to fill out all properties for that part, select a job directory on the server, and a check box if he/she wants to check the file out. Once all information is added, the file is then automatically save inside the PDM system with all custom properties attached and now he/she is creating a part that doesn't have to moved once it's completed.
Maybe this is just wishful thinking, or maybe it isn't possible with a PDM system. I would appreciate any comments.
Your VAR and PDM implemenation guy can set up Templates for creating new Autocad drawings in the vault with linked properties from acad to the data card.