Link to Document

You can link your Microsoft Office file to a PLM folder.

To link a Microsoft Office file to a PLM item, proceed as follows:

  1. In the Microsoft Application, click Infor PLM Menu > Link to Document.
  2. The Set Object Properties dialog box appears.

  3. You can perform one of the following:
    1. In the Document ID field, specify the ID of the document to which you want to link your Microsoft Office document, work sheet, powerpoint or outlook file.
    2. In the PLM, select document, right-click and Select Source. In the Set Object Properties dialog box, select Browse. The selected Document details in the PLM is displayed in the Document ID field.
  4. If required, in the Revision field, enter a revision number for the item to which you want to link your Microsoft Office document or work sheet.
  5. Click Ok.