Saving a file to PLM and link the saved file to an existing item

It is assumed you have the correct preference settings selected to create a "document" only. For more information, refer to Setting preferences.

  1. Select Save to PLM from the PLM menu. As a result, the CAD Integration - Save to PLM dialog box is displayed. The item ID fields are not accessible since your preferences are set up to create a "document" only.
  2. In the Add Item section, select Existing.
  3. Enter the item ID and revision number for an item that currently exists in the PLM database.
  4. Click OK. The saved "document" is linked to the item that you specified.