To save a file in PLM

Before you can save a file to PLM, you must save it in Microsoft Office with a unique name. Do not use & < > ' " symbols in the file names that you save to PLM, this will cause errors to occur.

Do one of the following:

Click Save to PLM in the toolbar.
Select Save to PLM from the PLM drop down menu.

Clicking Save to PLM in the menu or the toolbar results in one of the following:

If all the IDs are generated automatically by PLM, you can specify in the preferences where the file is saved. To access the preferences, click PLM Options in the PLM menu. For further information about the preferences, see PLM options.