Opening a Document from 3DEXPERIENCE

You can download and open a document in its native Microsoft Office application.

Required access roles: Author, Leader, Owner, Contributor, Reader

The document is checked out from 3DEXPERIENCE to your working folder.

See Also
3DEXPERIENCE Toolbar Ribbon for Microsoft Office Applications
  1. From the Microsoft Office application, navigate to the 3DEXPERIENCE ribbon.
  2. Click Open .
    The Open from Database dialog box appears.



    Note: The Open from Database dialog box displays the last folder browsed.
  3. Open the folder that contains the document you want to open.

    To open a root folder, you can click its shortcut from the left pane. Double-click folders in the right pane to display the documents they contain.

    For example, if you double-click My Locked Objects, all your locked objects are displayed.

  4. Select the Lock checkbox to also lock the file when you open it.

    Note: You cannot check out as well as lock a document when you open it if another user has locked it. If the document is already locked, it opens in read-only mode. You cannot check in the document until the other user unlocks it.

  5. Select the document and click Open.

    A confirmation message appears if the checkout is successful.

    If a file with the same name already exists in your working folder, a message that asks you if you want to overwrite the file appears.

The document opens in the Microsoft Office application.

If a document has more than one version managed in 3DEXPERIENCE, you can even open both the versions. To do this, download the older version of the document to a subfolder inside your working folder and open it from here.

Note: In Microsoft Excel you cannot open two files that have the same name.

Warning: Ensure that the length of the absolute path of the file in the 3DEXPERIENCE namespace does not exceed 260 characters.