Office Suite

Key Features - Work with Documents/Files

Open a File

To open a file stored in Agile e6 you can either open the document / file directly from the document mask or use the function Open from Agile PLM in the external application.

Open document in the external application:

File Functions

To edit documents stored in Agile e6, the following functions are available in the context menu under File functions:

Function Description
View Calls the external application to view the file attached to a document.
Button .
Print Prints files attached to a document. Opens window to select a printer.
Button: .
Send Sends files and their document information via email. Using this function requires an email program on your computer.
Button: .

Delete

Deletes the files referenced to a document.
Button: .
Save Saves a file with a document in Agile e6.
Button:
Check-out Checks-out a file for further editing.
Get copy Check-out a copy of the current document with its related documents to a selected directory.

Additional Functions

Function Description
Change Type of Document Changes the document type of the current document (context menu > Organisation > Change type of document).
Reserve Document

Via the context menu (Organisation > Reservation > Reserve) it is possible to reserve Office Suite documents. Reserved documents are listed in the My Workplace tab of the browser and in the Reserved Documents with Files list (Start > Documents > Reserved Documents with Files).

A reserved document is only listed in the browser or int he Reserved Documents with Files list when a file is assigned to it.

PDF Generator

The PDF Generator can be adjusted to archive all documents as soon as they are set into a specific state.

Further information about the installation and configuration of the PDF Generator can be found in the Administration Guide for Agile.