Saving 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, refer to Introducing PLM preferences.

  1. Select Save to PLM from the PLM menu. The Cad Integration: Save To PLM screen is displayed.

    The item tab displays no data and the item fields are not accessible since your preferences are set to create a document only.

  2. After updating the relevant attributes, click Continue. As a result, only the documents and files are created in PLM, and not the items.