Document Management
Easily organize, share and publish product data

Gain flexibility and structure for your development teams, partners and suppliers across multiple locations!

Modern document management software like HELiOS supports the management of digital documents. It automates the previous analogue office work to a high degree and thus reduces the workload of the employee. A document management solution like HELiOS assists employees to such an extent that they experience a considerable saving of time and increase in quality during their work.


Is HELiOS the right document management solution for you?
Find out:

  • Do you have vast amounts of documents about your customers and articles?
  • Is there no orderly filing of documents in your company?
  • Are there different versions of your documents on different workstations?
  • Do you often have problems to gather all relevant information about an article or a customer?
  • Are your documents as a whole not properly archived, and do employees use incorrect or old information from previous versions of documents?

What is document management from the perspective of a HELiOS user?

HELiOS is a product data management system that can also be used in your company's internal document management. This does not necessarily require that your articles are based on designs, but can also be, for example, purchase articles or resale articles. Due to the flexible possibilities to link articles with documents, you can easily collect and find all documents containing information about an article or even customers. Especially Office documents as well as E-mails can be managed comfortably in addition to all other file formats by integrating HELiOS PDM in the common Microsoft® Office products. Every article and every document follows its own workflow in HELiOS, including release, and can be easily versioned or derived. This also makes it possible, for example, to archive product descriptions with version accuracy and ensures that there are no invalid duplicates in the company.

Advantages of HELiOS in the field of document management
Work faster and more efficiently

  1. One PDM system for your central document management
  2. Management of any file formats with document masters
  3. Individual adaptation of masks for targeted keywording of documents
  4. Deep integration with the Microsoft® Office products Excel, Word, PowerPoint and Outlook
  5. Management of documents with direct links to the corresponding article master data
  6. Indexing and derivation functions also for non-CAD documents
  7. Release workflows and version management for each document
  8. Individually adaptable masks and their contained attributes to optimally design your search
  9. Classification of documents for faster searching
  10. Referencing from customers to documents

Organize your document management

"Find instead of search" is the performance promise of HELiOS PDM, saving you valuable time and money for the realization of further projects. As a document management system, HELiOS allows participants in the entire value-added chain targeted access to all documents containing the latest information on their products, but also on their purchased articles, machines or inventory. The sophisticated rights management based on role workflows specifically regulates who in your company can read, edit, release or even delete which documents.

No more queries about which information is current, no more issuing outdated information to external parties or customers, and no more unnecessary copies on local computers that are available in different processing statuses.

Wächter Packautomatik GmbH & Co. KG

„We are happy that we were able to seamlessly interface our ERP system with HELiOS. The data is automatically synchronized. This saves time and reduces errors caused by different versions that would otherwise still be in circulation, and prevents data loss due to incorrect forwarding between departments.“

Robert Förster, CAD-responsible Project Manager

Ingenieurbüro Dipl. Ing. Gronow

„lthough we are not a large company using HELiOS's workflows, since only one designer works on the current project at a time, we are able to use the HELiOS system for all our projects. However, we are dependent on a secure document management system using systematic folders and subfolders that update automatically.“

Holger Gronow, General Manager

SIVAplan GmbH

„As a customer we benefit from the possibilities that only a manufacturer can offer: Further developments and implementations on customer request. This has enabled us to optimise our processes even further and the ISD uses the know-how from the daily use of the solution for its further enhancement of the PDM software HELiOS.“

Daniel Althaus, Mechanical Design

Bernard van Lengerich Maschinenfabrik GmbH & Co. KG

„CAD-generated drawings must also be managed. So HELiOS was added in the course of the HiCAD introduction. Our decision was supported by the fact that both programs come from one developer and are perfectly coordinated. The fact that the ISD is a German developer also favoured our choice.“

Thomas Vietz, System Administrator

MBS Hydraulik GmbH & Co. KG

„Time that is saved by using HELiOS is immediately used for other activities - for essential design processes. Especially when entering master data, a lot of time is saved, as this data is now directly attached to the article and does not have to be re-entered when it is reused.“

Kai Ellerbrock, Programmer

Wächter Packautomatik GmbH & Co. KG

„By using the PDM software HELiOS, the search effort for parts, assemblies or documents could be greatly reduced. The daily management of documents has become much clearer, easier and more structured.“

Robert Förster, Chief Designer

Seamless integration into your IT structure

In the face of the flood of information and new technologies, more and more companies are turning to data integration in engineering to make efficient and effective use of data. This means that this data can be made available not only to different people, but also in different systems. This simplifies and automates workflows and saves time, money and effort for the company.

HELiOS can be easily integrated into the existing IT structure of your company. With the standardized interfaces to the most diverse software components, information can be managed directly at the point where it is created.

The Microsoft® Office World

Many of a company's product information is created outside of CAD and PDM in the various application systems of Microsoft® Office. These data and documents - such as texts, spreadsheets or E-mails - can also be integrated directly into the product model managed with HELiOS via interfaces to Microsoft® Office.

Learn more about the Microsoft® Office interface

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