3DEXPERIENCE Toolbar Ribbon for Microsoft Office Applications

Collaboration for Microsoft integrates 3DEXPERIENCE with Microsoft Office applications and lets you manage documents and information.

The commands in the customized 3DEXPERIENCE toolbar ribbon are only available when you are logged on to 3DEXPERIENCE.

See Also
About Microsoft Office Integration
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 supply 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



New from Template

Creates a document using a predefined organizational templates from 3DEXPERIENCE.

Creating a File from a Template.



Open

Opens a document in the Microsoft Office application. The file is downloaded from 3DEXPERIENCE to your local working directory.

Opening a Document from 3DEXPERIENCE.



Save

Saves a document in 3DEXPERIENCE. A new version of the document is created with your changes and it is checked in.

You can either retain the lock and continue to update the document, or you can unlock the document so that other users can update your revision.

Saving a Document.



Save As

Lets you perform either of the following actions:

  • Save as New

    Creates a document in its first revision in 3DEXPERIENCE and attaches the file to it.

    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.


  • Save as new revision


    • Revise with files: This creates a new revision of the document containing active files, and the latest versions of the files attached to the previous revision. See Creating a Document Revision
    Note: This option is available for objects that are in In Work, Frozen, and Released state.

Creating a Document Revision



Lock

Locks a document so that no one else can make changes to it when you are working on it.

Locking and Unlocking Documents.



Unlock

Unlocks the document so that users can update the files and create versions.

Locking and Unlocking Documents.



Attributes

Displays the managed attributes of the document.

Attributes of a document are their properties saved in 3DEXPERIENCE, for example, Access Type, Check-in Reason, Description, Designated User, File Version, Internal Name, Lock Status, Language, Locker, Originator, Owner, Policy, Revision, State, Title, Type, Vault, Version and Version Date.

Note: These properties are different from file properties.

Viewing and Modifying Attributes.



Revisions / Versions

Displays the revisions and versions for the document.

Document objects are managed using revisions and the files attached to document objects are managed using versions.

Viewing Revision and Version Information.



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.

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File

Inserts a file from 3DEXPERIENCE or a Office 365 folder into your document content.

Inserting a File.



QR Code

Lets you perform either of the following actions:

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Sync Attributes

Manually synchronizes attributes to and from 3DEXPERIENCE. Synchronization occurs between the mapped document properties and the database object attributes.

Synchronizing Attributes.



Search

Searches the 3DEXPERIENCE database for documents based on the search criteria. You can also save your search criteria for reuse.

Searching.



Explore in Browser

Opens a 3DEXPERIENCE document in browser.



Move

Moves documents between folders in 3DEXPERIENCE.

Moving Documents.



Sync

Lets you synchronize and share documents between two folders in 3DEXPERIENCE or across 3DEXPERIENCE and Office 365 folders.

Sharing Documents Across 3DEXPERIENCE and Office 365 Folders



About

Displays information about the version of Collaboration for Microsoft.

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