3DEXPERIENCE Toolbar Ribbon for Microsoft Outlook

Collaboration for Microsoft integrates 3DEXPERIENCE with Microsoft Outlook.

The commands available in the customized 3DEXPERIENCE toolbar ribbon change depending on the context.

Note: However, many Microsoft Outlook capabilities are supported in the integration, all features of the Microsoft Office integration are not available in 3DEXPERIENCE toolbar ribbon. For example, lifecycle commands such as check-in and checkout are not available.

This page discusses:

Microsoft Outlook Mail Ribbon
Microsoft Outlook 3DEXPERIENCE Ribbon
Microsoft Outlook Meeting Ribbon
Microsoft Outlook Existing Meeting Ribbon
Microsoft Outlook Task Ribbon for Route Tasks
Microsoft Outlook Task Ribbon for WBS and Collaborative Tasks

See Also

Microsoft Outlook

Microsoft Outlook Mail Ribbon


Command	Description	For More Information
Login	Logs on to 3DEXPERIENCE. You must log on only once to establish a session with the server. When you access other applications, you do not have to enter user credentials again.	Logging on to 3DEXPERIENCE
Logout	Logs off from 3DEXPERIENCE. If you close the application without logging off, your working session stays active up to a time limit. You do not have to log on again when you use a different Microsoft Office application.	Logging on to 3DEXPERIENCE
Save As	Lets you perform either of the following actions: Save as New Creates a document in its first revision in 3DEXPERIENCE, to which you can attach a file. Note: You can also save emails using the Save option from the Context menu. You can save only one email at a time. For more information, see Save as New Attach to object Attaches a file to an existing document. For more information, see Attach to Object When you perform the Save as New and the Attach to object actions, you can also retain the lock and delete the local files.	—
Smart Link	Lets you perform either of the following actions: Smart Link Inserts document references. Right-click the smart tag to include information about a document, such as its attributes, revision, and version. For more information, see Inserting a Smart Link and URL. Insert URL Inserts links to 3DEXPERIENCE documents or Office 365 folders. For more information, see Inserting a Smart Link and URL.	—
QR Code	Lets you perform either of the following actions: Free Text Creates a QR code to represent the text you enter and adds it to the Microsoft Outlook document. For more information, see Creating a QR Code for Text. Document Creates a QR code to represent existing documents adds it to the Microsoft Outlook document. For more information, see Creating a QR Code for a Document.	—
Attach from 3DEXPERIENCE	Adds documents from 3DEXPERIENCE as attachments to the Microsoft Outlook document.	—
Search	Searches the 3DEXPERIENCE database for documents based on the search criteria. You can also save your search criteria for reuse.	Searching.
Move	Moves documents between folders in 3DEXPERIENCE.	Moving Documents.
About	Displays information about the version of Collaboration for Microsoft.	—

Microsoft Outlook 3DEXPERIENCE Ribbon


Command	Description	For More Information
Sync Meetings	Synchronizes the meetings from 3DEXPERIENCE.	—
Sync Tasks	Synchronizes the tasks from 3DEXPERIENCE.	—
About	Displays information about the version of Collaboration for Microsoft.	—
Logout	Logs off from 3DEXPERIENCE. If you close the application without logging off, your working session stays active up to a time limit. You do not have to log on again when you use a different Microsoft Office application.	Logging on to 3DEXPERIENCE

Microsoft Outlook Meeting Ribbon


Command	Description	For More Information
Save	Saves the meetings to 3DEXPERIENCE.	—
Add Attendees	Adds attendees to a meeting from 3DEXPERIENCE.	—
About	Displays information about the version of Collaboration for Microsoft.	—
Logout	Logs off from 3DEXPERIENCE. If you close the application without logging off, your working session stays active up to a time limit. You do not have to log on again when you use a different Microsoft Office application.	Logging on to 3DEXPERIENCE

Microsoft Outlook Existing Meeting Ribbon


Command	Description	For More Information
Login	Logs on to 3DEXPERIENCE. You must log on only once to establish a session with the server. When you access other applications, you do not have to enter user credentials again.	Logging on to 3DEXPERIENCE
Logout	Logs off from 3DEXPERIENCE. If you close the application without logging off, your working session stays active up to a time limit. You do not have to log on again when you use a different Microsoft Office application.	Logging on to 3DEXPERIENCE
Save	Saves the meeting.	—
Attributes	Lets you view the properties of the meeting.	—
Agenda Items	Lets you view the agenda.	—
Attachments	Lets you view the attachments of the meeting.	—
Attendees	Lets you view the attendees of the meeting.	—
Decisions	Lets you view the decisions of the meeting.	—
Delete	Deletes the meeting.
About	Displays information about the version of Collaboration for Microsoft.	—

Microsoft Outlook Task Ribbon for Route Tasks


Command	Description	For More Information
Login	Logs on to 3DEXPERIENCE. You must log on only once to establish a session with the server. When you access other applications, you do not have to enter user credentials again.	Logging on to 3DEXPERIENCE
Logout	Logs off from 3DEXPERIENCE. If you close the application without logging off, your working session stays active up to a time limit. You do not have to log on again when you use a different Microsoft Office application.	Logging on to 3DEXPERIENCE
Attributes	Lets you view the properties of the task.	—
Comment/Approve	Lets you add comments to the task. A dialog box appears in which you can enter comments. Note: The name of this command is displayed as Comment or Approve based on the kind of route task.	—
Assignees	Displays the names of the persons assigned to the current task.
Insert File	Lets you insert a document from 3DEXPERIENCE to the current task.
Insert Document URL	Lets you add a document url from 3DEXPERIENCE to the current task.
Reject	Lets you reject the task and close it.
Abstain	Lets you abstain from approving or rejecting the tasks so that further modifications are locked.
About	Displays information about the version of Collaboration for Microsoft.	—

Microsoft Outlook Task Ribbon for WBS and Collaborative Tasks


Command	Description	For More Information
Login	Logs on to 3DEXPERIENCE. You must log on only once to establish a session with the server. When you access other applications, you do not have to enter user credentials again.	Logging on to 3DEXPERIENCE
Logout	Logs off from 3DEXPERIENCE. If you close the application without logging off, your working session stays active up to a time limit. You do not have to log on again when you use a different Microsoft Office application.	Logging on to 3DEXPERIENCE
Save	Saves the task.	—
Assign To Self	Lets you assign the task to yourself. Note: If the task is assigned to another user, the user is added as an additional assignee. If the task is assigned to the owner, Assign To Self is disabled. If a task is created from Microsoft Outlook, it is no longer assigned to the current user by default.
Complete	Completes the task.
Assignees	Displays the names of the persons assigned to the task.
Attributes	Lets you view the properties of the task.	—
Attachments	Lets you view the attachments of the task.	—
Deliverables	Lets you view the Deliverables of the task.
Delete	Lets you delete the task.
About	Displays information about the version of Collaboration for Microsoft.	—