Viewing Documents in Native Applications

Opening Documents in Their Native Applications

You can open a document in its native editor.

Select an assembly with documents and expand the product structure.
Right-click a document in the product structure and click Open.
The document opens in its native editor.
Note: When you select Open, the document is copied out from the vault to a temporary file and launched in the appropriate editor. If a file by the same name and extension already exists in the temporary directory, a unique identifier is added to the document to avoid overwriting the existing document. Changes to the document are not saved to the vault while opening the document.

You can open a document in its native application for editing.

Select an assembly with documents and expand the product structure.
Right-click a document in the product structure and select Open for Edit .
If any changes are made to the file and the native Microsoft Office application is closed before the 3DEXPERIENCE session, the file is automatically checked back in. For documents other than Word, Excel and PowerPoint file types, for example, an image, the File Chooser dialog box appears.
Note: For Word, Excel and PowerPoint file types (*.doc, *.xls, *.ppt) the document is automatically checked out, given an unique temporary file name, and opened in its respective native editor.
From the File Chooser dialog box, select the location to store the file you want to open and click Save.
The document is checked out from vault and opened in its native editor. The search result displays the Checked Out status as True. The Checked Out User column displays the name of the user who has checked out the file.

You can delete a engineering document using the Search page.