Saving to PLM

When you save a Microsoft Office file to PLM for the first time, the integration creates two PLM objects, a PLM document with the status DRAFT and a linked PLM file with the appropriate attributes for the newly saved Microsoft Office file.

The Save to PLM process saves your Microsoft Office file in the PLM database. The document is saved with the status DRAFT. Each consecutive save updates the latest changes performed on the DRAFT revision of the document in PLM.

You can only save a file if its related PLM document has a status of DRAFT. If a document has the status UNDER CHANGE or RELEASED, the file cannot be saved to PLM.

To save your changes on the server (not only locally), perform Save to PLM. However, to save system performance, do not save to PLM too often. For more information, refer to Saving files in PLM - Best Practices.

Saving an existing file to PLM also saves the file in Microsoft Office. If you save the file only to Microsoft Office, the file is saved only locally and the associated documents and/or items in PLM are not saved.

The assignment of the file ID is determined by the parameters set up by the administrator as well as by the selected preference settings. The IDs for documents and items can be assigned manually or automatically by PLM, this is also set up in the preferences.