What to do: |
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Open an existing or create a new file in a MS application. | ||||||
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To save the file to Agile PLM click |
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To save the document click ![]() |
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The following fields are filled in automatically when a document is created: | |||||||
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See the | 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.