What ships in the box

Documents

Controlled documents with full version history, check-in / check-out locking, watermarked PDFs, and tokenized header / footer rendering. Excel BOM sync. Audit trails on every read, edit, and approval.

• ✓Per-category number / revision schemes
• ✓Workflow-driven status transitions
• ✓Secure vault with append-only versioning
• ✓Office + SolidWorks add-ins for inline check-in

Bills of materials

Multi-level BOMs that mirror the engineering reality. Where-used at a click. Effectivity dates, alternate-part rules, and revision-aware quantity rollups.

• ✓Indented BOM viewer + flat list export
• ✓Where-used across the entire vault
• ✓Effectivity windows on each line
• ✓Alternate / substitute part flagging

Change requests

Engineering change orders with the affected documents stitched in, approver routing, and an immutable history. Built for shops that have to defend a CMMC audit, not for marketing screenshots.

• ✓Configurable ECR / ECO templates
• ✓Affected-documents list with delta hints
• ✓Approver rotation + delegation
• ✓Locked history once issued

Workflows

Configurable approval flows for documents, parts, and process changes. Workflow steps fire notifications, hold transitions, and write audit rows. No proprietary scripting language — the configuration is plain JSON you can read.

• ✓Drag-to-build flow editor
• ✓Per-step approver groups + escalation
• ✓Email + in-app notifications
• ✓Auditable transition history

Project management

A PLM-grade PM subsystem built into the same vault — stage-gate templates, baselines, schedule + Gantt + Timeline + Calendar + Budget + ROI + Reports + Lessons + Health views, gate reviews, risk register. Not a bolt-on; tasks reference the documents + BOMs + changes they're delivering. See the dedicated page for the full picture.

• ✓Stage-gate templates (NPI, ECO, custom)
• ✓Baselines + schedule variance
• ✓Gate reviews with deliverable checklists
• ✓Earned value (CPI/SPI) + per-user task performance
• ✓MS Project XML export
• ✓Risk register with heat map

See the project-management deep dive →

AI Assistant

An in-app chatbot that knows your shop — aware of your documents, BOMs, change requests, named workflows, and the Thoma user manual. Ask 'how do I check out a drawing?' or 'what changes are blocking project Aurora?' and get a real answer. Per-org opt-in, off by default, vendor-paid with quotas. Not available on Enterprise tier (CMMC L2 — third-party LLM incompatible with CUI handling).

• ✓Recent-context auto-injection from your live data
• ✓Help-corpus backed answers about Thoma itself
• ✓Conversational or Reference tone (admin pref)
• ✓Per-org enable toggle with privacy disclosure
• ✓Fully audited — every chat session persisted

See the AI Assistant deep dive →

Add-ins

Check parts in and out from inside SolidWorks. Stamp Word / Excel / PowerPoint headers with current revision and status without leaving the app. Add-ins ship separately and connect to your Thoma server with a user login.

• ✓SolidWorks: assembly batch checkout / checkin
• ✓Office: token-driven header / footer rendering
• ✓Property mapping shared across CAD + Office
• ✓Phase 2: Excel BOM live sync

Publishing

Auto-publish converted artifacts (PDF + STEP + JT + DWG) when a part or document is checked in. Convert with a Publisher Agent on a Windows box, or fall back to in-process LibreOffice for Office formats.

• ✓Multiple output formats per checkin
• ✓Distributed agents with capability filtering
• ✓Retry-on-failure with admin triage
• ✓In-process LibreOffice fallback

Administration

First-boot admin bootstrap, full user management, role-based permissions per category, audit log surface, and self-service license management. The tray icon on the server gives admins service control without RDP gymnastics.

• ✓First-boot setup wizard
• ✓Per-category permission matrices
• ✓AdminAuditLog with email + action filters
• ✓Tray app: service control + license status + auto-update