Link to Folder

You can link your Microsoft Office file to a PLM folder.

To link a Microsoft Office file to a PLM item, proceed as follows:

  1. In the Microsoft Application, click Infor PLM Menu > Link to Folder.
  2. The Set Object Properties dialog box appears.

  3. In the Folder ID field, specify the ID of the folder to which you want to link your Microsoft Office document, work sheet, powerpoint or outlook file.

    In the PLM, select folder, right-click and Select Source. In the Set Object Properties dialog box, select Browse. The selected Folder details in the PLM is displayed in the Folder ID field.

  4. If required, in the Revision field, enter a revision number for the item to which you want to link your Microsoft Office document or work sheet.