About the PLM embedded menu and toolbar

After the PLM integration for Microsoft Office has been installed, the PLM toolbar is added to your Microsoft Office toolbar, and a menu is added to the Microsoft Office menu bar.
The following menu and toolbar options are available:
Icon Option See/Description

Connect Connecting to PLM

Disconnect Disconnecting from the PLM integration

Save to PLM Saving to PLM

Save and Unlock Saving and Unlocking a file

General Mapping Introduction

Associate mapping The Associate Mapping Rules menu option

Display mapping Display Mapping

Remove mapping Removing Mapping Associations

Check In Checking in a file

Check Out Checking out a file

Check Out Major Checking out a file

Change in Ownership Changing Ownership of a file

Open in WorkSpace Opening a file in a PLM workspace

Preferences Preferences

Link to Item Link to object

Link to Document Link to Document

Link to Folder Link to Folder

About Contains product and system information as well as additional sources for professional assistance.

Update Item Using Infocards

Update Document Using Infocards

Update File Using Infocards

Show Document Structure Opening a file in a PLM workspace

Show item Structure Opening a file in a PLM workspace