Initial Save Option

The properties comprising the Initial Save Option determine how files behave when saved to PLM for the first time. The following properties are available:

Create documents only

If you select this check box, when you save a file to PLM, a document is created in PLM, but no items are created. For further information, see Saving to PLM.

Must assign an Item

If this check box is selected, you must assign an item to the file.

Set Object Attributes During Save

If this check box is selected, you can define attributes for the files, documents and items that are being saved to PLM. For further information, see Saving to PLM.

Manual ID entry for documents and/or items

When Manual ID check box is selected in the preferences, the following Set Attributes dialog box is displayed regardless of the preference values.

Generate Object-IDs based on Item Id

If this check box is selected, during SaveToPLM files are renamed based on the Item id and also the object Ids are created same as Item ID.