Summary of mapping setup in Word

You can map Microsoft Word properties to PLM or vice versa. Each direction in each application requires a different property setup

Word to PLM

When mapping from Microsoft Word to PLM, define the following data:

  • Bookmark
  • Document property attribute
  • Select Link to Content check box for document property attribute

Result:

The property is linked to the bookmark. If you create a document based on the template and you insert a text in the bookmark, this text is filled in the property attribute and through the property attribute, the text is updated in the PLM attribute that you specify in the mapping rules. For further information on mapping rules, see Defining the mapping rules.

PLM to Word

When mapping from PLM to Microsoft Word, define the following data:

  • Document property attributes
  • Document fields in which the properties are to be displayed

Result:

From the PLM attribute specified in the mapping rules, the Microsoft Word template property attribute is filled. In turn, the template property attribute fills the field in the documents derived from the template. For further information on mapping rules, see Defining the mapping rules.