Saving a file to PLM and link the file to an existing item

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

  1. Select Save to PLM from the PLM menu. The Set Object Properties dialog box is displayed.
  2. Click OK, the document is saved to PLM.
  3. Click Link to Item in the menu to link the document to existing item.

  4. Enter the item ID and revision number for an item that currently exists in the PLM.
  5. Click OK.
  6. Save file to PLM using Save to PLM.

    The saved document is linked to the item that you specified.