Automatic Link to Item and/or Folder

Microsoft Office files when saved to PLM through the MS Office integration, the files will be linked automatically to the PLM item or folder(s) to which they refer.

Custom properties will be created on the Excel, Word and Outlook documents specifying values for Item or Folder Ids. A link is established in PLM between the PLM document and Item and/or Folder based on the values found in these properties.

If Enable Automatic Link to Item and/or Folder check box is selected, automatic linking of item and/or folder is enabled.

You must specify the Item/Folder Ids available in the names of custom properties that will be created on Excel/Word.