Saving Files to PLM

The Save to PLM process saves your AutoCAD 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 the 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.

Saving an existing file to PLM also saves the file in AutoCAD. If you save the file only to AutoCAD, 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.

In case of concurrent engineering, you may need to acquire ownership of the file from the previous owner. For more information, refer to Saving and Unlocking Files.