Performing Save As

You can use Save As to check in a new file to 3DEXPERIENCE or attach a file to an existing document.

Required access roles: Author, Leader, Owner

This task shows you how to:

See Also
3DEXPERIENCE Toolbar Ribbon for Microsoft Office Applications

Save as New

You can create a document in its first revision in 3DEXPERIENCE and attach a file to it.

Required access roles: Author, Leader, Owner

  1. From the Microsoft Office application, navigate to the 3DEXPERIENCE ribbon.
  2. Click Save As > Save As New .
    The Save as New pane appears.
  3. Provide the following information.

    Note: Provide information for all the attributes in the Document Object Attributes section.

    1. In the Title box, provide the title of the document.
    2. In the File Name box, provide the file name of the document. You cannot provide the file name for the locally saved document.
    3. You can choose a file extension from the file extension list while saving a file locally from the Save as New panel. If you have already saved a file locally, you cannot change the file extension.

      The availability of file extension depends on the GCO options defined in; MSF-ApplicationExtensionMappings.

      The following extensions are supported:

      Integration name Supported extension list
      msword

      .doc

      .docx

      .docm

      .dot

      .dotx

      .dotm

      msexcel

      .xls

      .xlsx

      .xlsm

      .xlt

      .xltx

      .xltm

      mspowerpoint

      .ppt

      .pptx

      .pptm

      .pot

      .potx

      .potm

      msoutlook

      .msg

      Your administrator can remove the extensions from above supported list but he cannot add new extensions..

    4. From the Document Type list, choose the type of document from the supported types.

      On premises only: Your Business Administrator or any authorized user can configure the available types.

    5. From the Policy list, choose the attribute that governs the type of document.
    6. From 3DEXPERIENCE Location, browse to the 3DEXPERIENCE folder in which you want to create the document.

      Note: If you want to save a document in the bookmark root, create a folder under the bookmark root first.

    7. From Office 365 Location, browse to the Office 365 folder in which you want to create the document.

      Note: You can simultaneously create the document in an Office 365 folder only if the preference is activated.

  4. Select the following check boxes.
    OptionDescription

    Auto name

    Names the new document is according to default conventions.

    Delete local file

    By default, your new file is also saved in your working folder when you upload it to 3DEXPERIENCE. This option deletes the file from your working folder.

    Retain lock

    Locks the new document.

    Save to Office 365

    Enables the feature that lets you simultaneously create and check in the document in an Office 365 folder.

  5. Click Save.

The document is created, and the file is attached and checked in to it. A confirmation message appears.

Attach to Object

You can attach a file to an existing document.

Required access roles: Author, Leader, Owner

  1. From the Microsoft Office application, navigate to the 3DEXPERIENCE ribbon.
  2. Click Save As > Attach to object .
    The Attach to Object dialog box appears.
  3. Open the folder that contains the document to which you want to attach the file.

    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 document to which you want to attach the file.
  5. Select the following check boxes.
    OptionDescription

    Retain Lock

    Locks the document to which the file is attached. Select this check box if you want to prevent other users from working on the attached file.

    Delete local file

    Deletes the file from your working folder when you upload it to 3DEXPERIENCE

  6. Click Attach.
    The file is attached to the document. A confirmation message appears.

Note: The Save As New option is disabled if your administrator has configured the app to prevent creation of documents.

Create a Bookmark Root or a Bookmark in Microsoft Office Integration

You can now create a bookmark root or a bookmark in Microsoft Office Integration.

  1. Open any Microsoft Office integration. Click Save as New from the 3DEXPERIENCE ribbon.
  2. In the Save as New panel, select3DEXPERIENCE>> Bookmark Workspace in the 3DEXPERIENCE Location tab.
  3. Click Create Bookmark from the context menu of Bookmark.
  4. Provide Name and Description in the Create Bookmark panel.
    A bookmark is created.
  5. Right-click an existing bookmark.
    You can view Create Bookmark Root option.
  6. Click Create Bookmark Root and provide Name and Description in the Create Bookmark Root panel.
    A bookmark root is created.