PDXpert PLM Software
Product Support
Step-by-step tutorials
At a glance
Learn PDXpert in short, guided lessons
Work through the numbered lessons in order for a full product walkthrough, or jump to configuration and import topics once you are comfortable with day-to-day PLM tasks.
Install, sign in, documents, parts, BOMs, change release, and reporting (Lessons 0–8).
Workflow, numbering/types, and bringing in legacy data from spreadsheets or other systems.
Press F1 in the app or open on-line help for deeper explanations.
During any lesson, view the PDXpert help file by pressing the F1 key on your keyboard, or the on-line help topics.
Lessons 0–8: hands-on workflow
- Lesson 0: Install the PDXpert PLM server and client workstations
- Lesson 1: Log into PDXpert
- Lesson 2: Enter the software license key
- Lesson 3: Create document record with file attachment
- Lesson 4: Create a design part with CAD file attachment
- Lesson 5: Create purchased part with approved source
- Lesson 6: Create an assembly (bill of materials) with References assembly drawing
- Lesson 7: Release design using change notice & workflow
- Lesson 8: Report/export product data
After the basics: common configuration tasks
After you have an understanding of how to use PDXpert, the following lessons summarize common system configuration tasks.
- Set up the basic workflow for change forms
- Configuration example for Part Type (or Document Type or Change Form)
- Import parts, documents, BOMs, sources, references, materials and file attachments
See our application notes that include how to work with other software applications like Altium, OrCAD CIS, Visio and ERP/MRP.
These materials describe the current release of PDXpert software. Contact us if you need help with an older release.
Last reviewed 2026-03-26.