What to do: |
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Open an existing or create a new file in MS application. |
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The property fields depend on the type of Office template. For example, normal.dot for Word. You can only use property fields that are defined in this template. The fields defined in Agile e6 are derived from these template property fields. This ensures an assignment between a document property and a field in the mask. |
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A new template type can be defined by the administrator in Agile e6. |
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To save the file to Agile PLM click ![]() The mask is opened. |
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Select the ![]() |
checkbox.
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To save the document click ![]() |
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The document is now identified as a copy template and can be used immediately. |
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The right to define copy templates is assigned to selected groups only. The rights are defined in the Administrator section of Office Suite! |