To check out a file

  1. In Microsoft Office, select Query PLM from the PLM menu and in the Query Manager that opens, run a search for the file you want to check out.
  2. In the Document List pane, select the required file and right-click on the file. Select Download files from PLM in the menu that appears.

    The file is opened in Microsoft Office.

  3. Select the file that you want to check out and select Check Out from:
    • The PLM toolbar
    • The PLM menu
  4. The file is checked out.

    After the check-out, the file is no longer in read-only mode and can be modified as required