About the PLM embedded menu and toolbar
After the PLM integration for Microsoft Office has been installed, the PLM toolbar is
added to your Microsoft Office toolbar, and a menu is added to the Microsoft Office menu
bar.
The following menu and toolbar options are available:
Icon | Option | See/Description |
---|---|---|
Connect | Connecting to PLM | |
Disconnect | Disconnecting from the PLM integration | |
Save to PLM | Saving to PLM | |
Save and Unlock | Saving and Unlocking a file | |
General Mapping | Introduction | |
Associate mapping | The Associate Mapping Rules menu option | |
Display mapping | Display Mapping | |
Remove mapping | Removing Mapping Associations | |
Check In | Checking in a file | |
Check Out | Checking out a file | |
Check Out Major | Checking out a file | |
Change in Ownership | Changing Ownership of a file | |
Open in WorkSpace | Opening a file in a PLM workspace | |
Preferences | Preferences | |
Link to Item | Link to object | |
Link to Document | Link to Document | |
Link to Folder | Link to Folder | |
About | Contains product and system information as well as additional sources for professional assistance. | |
Update Item | Using Infocards | |
Update Document | Using Infocards | |
Update File | Using Infocards | |
Show Document Structure | Opening a file in a PLM workspace | |
Show item Structure | Opening a file in a PLM workspace |