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 |
|---|---|---|
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Connect | Connecting to PLM |
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Disconnect | Disconnecting from the PLM integration |
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Save to PLM | Saving to PLM |
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Save and Unlock | Saving and Unlocking a file |
| General Mapping | Introduction | |
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Associate mapping | The Associate Mapping Rules menu option |
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Display mapping | Display Mapping |
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Remove mapping | Removing Mapping Associations |
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Check In | Checking in a file |
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Check Out | Checking out a file |
| Check Out Major | Checking out a file | |
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Change in Ownership | Changing Ownership of a file |
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Open in WorkSpace | Opening a file in a PLM workspace |
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Preferences | Preferences |
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Link to Item | Link to object |
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Link to Document | Link to Document |
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Link to Folder | Link to Folder |
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About | Contains product and system information as well as additional sources for professional assistance. |
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Update Item | Using Infocards |
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Update Document | Using Infocards |
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Update File | Using Infocards |
| Show Document Structure | Opening a file in a PLM workspace | |
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Show item Structure | Opening a file in a PLM workspace |



















