Checking in a file
When you have finished working with a file, it can be released. The PLM integration for
Microsoft Office enables you to check in any Microsoft Office file and its linked documents to
the PLM vault.
The check-in operation accomplishes the following:
- Confirms the changes you made in the Microsoft Office file.
- Changes the file's status from DRAFT to RELEASED.
- Transfers the Microsoft Office file to the PLM Released area from the Microsoft Office location.
The integration verifies that you have authorization to perform this operation and that the document linked to the file has the DRAFT status. If the file is new, the system prompts you with the Save dialog box to save the file locally and perform the check-in operation. You can only access this file in Microsoft Office via the PLM Integration Query tool. See Introduction.
After the file has been checked in, you can only change the file by checking it out.