Office Suite

How to Save a File using the Office Suite Toolbar in external Application

 

What to do:

Open an existing or create a new file in a MS application.

To save the file to Agile PLM click .
The Office document mask is opened.

To save the document click .
  The following fields are filled in automatically when a document is created:
 
Title The file name is entered as title.
File Type The field contains the file type taken from the Windows Registry.
Author The document property 'Author' is entered in this field for MS Office files.
See the Properties tab for additional fields which can be filled in automatically. To fill them automatically, the function must be supported by the Office Suite Integration for the respective file type and the system administrator needs to define the reference between the field in the document mask and the file properties entry.