PLM embedded menu and toolbar

After the PLM integration for SoldWorks has been installed, the PLM toolbar is added to your SolidWorks toolbar, and a menu is added to the SolidWorks menu bar.PLM embedded menu and toolbar
connect Connect Connecting to PLM
Disconnect Disconnect Disconnecting from PLM integration
Capture Design Variants Capture Design Varients Managing design variants/ configurations
Link to Item Link to Item Link to Item
Save to PLM Save to PLM To save a file to PLM
Save and Unlock Save and Unlock Saving and Unlocking Files
Check In Check In Checking in a File
Check Out Check Out Checking out a File
Check Out Major Check Out Major Checking out a File
Take Ownership Take Ownership Taking Ownership
Change Ownership Change Ownership Changing the ownership of a file
Dispatch to Business Process Dispatch to Business Process Dispatch to business process
Refresh Files from PLM Refresh Files from PLM Refresh Files from PLM
Show Document Structure Show Document Structure Opening a file in PLM
Show Item Structure Show Item Structure Opening a file in PLM
Update Item Using Infocards
Update Document Update Document Using Infocards
Update File Update File Using Infocards
Synchronize Headers Synchronize Headers Synchronize Headers
Show Meta Data Show Meta Data Viewing PLM Data
Clear Storage Information Clear Storage Information Clear Storage Information
Delete Local files Delete Local files Delete Local Files
Display Mapping Rules Display Mapping Rules
For information on mapping, see:
Associate Template Mapping Associate Template Mapping The Associate Mapping Rules menu option
Remove Mapping Association Remove Mapping Association Removing mapping associations
Preferences Preferences Integration Preferences
About About Contains product and system information as well as additional sources for professional assistance.
Create Document + Item To Toggle the Integration Preference (Create Document + Item) Creates both the document and item when you click Save to PLM.
Create Document Only To Toggle the Integration Preference (Create Document Only) Creates only document when you click Save to PLM.
Disables Save Only Modified File To Toggle the Integration Preference [Save Only Modified File] to False Disables the Save Only Modified File integration preference
Enables Save Only Modified File To Toggle the Integration Preference [Save Only Modified File] to True Enables the Save Only Modified File integration preference