Saving a file and creating a document

To save a file to PLM and create only a document.

It is assumed you have the correct preference settings selected to create a document only. For more information, seeIntegration Preferences .

  1. Select Save to PLM from the PLM drop-down menu or click Save to PLM icon on the toolbar. As a result, the Attributes for File-Documents-Items dialog box appears. The Item tab displays no data and the item fields are not accessible since your preferences are set up to create a document only.
  2. After updating the relevant attributes, click OK. As a result, only the documents and files are created in PLM, and not the items.