Saving a Document

You can use Save to check in an existing file to 3DEXPERIENCE.

Required access roles: Author, Leader, Owner

Before you begin: Lock the file to enable the Save command in the 3DEXPERIENCE ribbon.
See Also
3DEXPERIENCE Toolbar Ribbon for Microsoft Office Applications
Locking and Unlocking Documents
  1. From the Microsoft Office application, navigate to the 3DEXPERIENCE ribbon.
  2. Click Save .
    The Save in Database dialog box appears.
  3. Do the following:
    1. Enter the comments.
    2. Select the Retain Lock checkbox to maintain the locked status of the document.
    3. Select the Delete Local Files checkbox to delete the local copy saved in your working folder.
  4. Click Save.

    You cannot check in an unlocked document or a document locked by a different user.

    You also cannot check in 3DEXPERIENCE documents checked out from a different app. Collaboration for Microsoft only recognizes documents created or checked out from the app itself.

The file is checked in and saved in 3DEXPERIENCE. A confirmation message appears. When you check in a file using the Save feature, it saves a new version of the file by default.

On premises only: Your Business Administrator can modify an attribute in the GCO to change this behavior.