Saving a file to PLM and create only a document

It is assumed you have the correct preference settings selected to create a "document" only. For more information, refer to Setting preferences.

  1. Select Save to PLM from the PLM menu. As a result, the CAD Integration -Save to PLM dialog box is displayed. The item ID fields have no values since your preferences are set up to create a "document" only.
  2. If prompted, complete the "document" ID information and click OK. As a result, a "document" is created in PLM, but no items are created.