You can configure a document type so that several people can work on the same document. The Configure Engineering tab allows you to determine the way in which documents are locked when concurrent engineering is allowed.
These options apply to new documents created with the document type. Waiting project copies are not created if the document type is changed on an existing document. For example, if you create a document with the Generic Document type, change the document type of that document to one with Serial change with release, create a project copy and then attempt to create waiting project copy, an additional project copy is created instead of a waiting project copy.
To configure the Concurrent Engineering page options:
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In Configurator, expand Document Types in the configuration tree to display the existing document types.
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Select the document type that you want to configure. The document type property pages appear as tabs in the right pane.
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On the Concurrent Engineering tab, click Edit.
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Select Allow Concurrent Engineering.
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In the Concurrent engineering option for new documents pane, select the option you want:
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Merge workflow: Current behavior for merging with master.
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Merge workflow without transfer: Merges workflow, but hides the Transfer to Project option from the user.
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Merge project: Allow multiple project copies to be created.
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Serial change with release: Allow your organization to use waiting lists for project copies
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Click OK.