PLM embedded menu and toolbar
After the PLM integration for SoldWorks has been installed, the PLM toolbar is added to your
SolidWorks toolbar, and a menu is added to the SolidWorks menu bar.

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Connect | Connecting to PLM |
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Disconnect | Disconnecting from PLM integration |
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Capture Design Varients | Managing design variants/ configurations |
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Link to Item | Link to Item |
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Save to PLM | To save a file to PLM |
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Save and Unlock | Saving and Unlocking Files |
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Check In | Checking in a File |
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Check Out | Checking out a File |
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Check Out Major | Checking out a File |
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Take Ownership | Taking Ownership |
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Change Ownership | Changing the ownership of a file |
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Dispatch to Business Process | Dispatch to business process |
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Refresh Files from PLM | Refresh Files from PLM |
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Show Document Structure | Opening a file in PLM |
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Show Item Structure | Opening a file in PLM |
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Using Infocards | |
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Update Document | Using Infocards |
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Update File | Using Infocards |
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Synchronize Headers | Synchronize Headers |
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Show Meta Data | Viewing PLM Data |
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Clear Storage Information | Clear Storage Information |
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Delete Local files | Delete Local Files |
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Display Mapping Rules |
For information on mapping, see:
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Associate Template Mapping | The Associate Mapping Rules menu option |
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Remove Mapping Association | Removing mapping associations |
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Preferences | Integration Preferences |
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About | Contains product and system information as well as additional sources for professional assistance. |
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To Toggle the Integration Preference (Create Document + Item) | Creates both the document and item when you click Save to PLM. |
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To Toggle the Integration Preference (Create Document Only) | Creates only document when you click Save to PLM. |
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To Toggle the Integration Preference [Save Only Modified File] to False | Disables the Save Only Modified File integration preference |
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To Toggle the Integration Preference [Save Only Modified File] to True | Enables the Save Only Modified File integration preference |