The Enterprise PDM ribbon is automatically added to Microsoft Word,
Excel, and PowerPoint documents when the Office Integration Add-in is installed.
To display the Enterprise PDM ribbon:
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Click the Enterprise PDM tab at the top of the screen.
If the options in a section are not visible, click the down arrow to display them.
Version Options
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Get Latest Version
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Retrieves the latest version of the file from the archive.
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Get Version
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Retrieves the selected version of the file from the archive. Click the down arrow to display a list of versions and revisions of the file.
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Properties Options
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Show Card |
Opens the Enterprise PDM data card for the document you are viewing. |
States Options
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Change State |
Lets you change the workflow state of the file. Click the down arrow to display a list of available transitions. |
Explore Options
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Search |
Opens the SolidWorks Enterprise PDM Search tool, where you can search the vault by selecting a search form and specifying search criteria. |
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Select in Windows Explorer |
Opens Windows Explorer to the vault location where the Microsoft Office document is location and preselects the file. |
Information
Local Version |
Displays version information for the document in the local cache. The first number is the version of the document in the local cache, or a hyphen if the document has been modified locally.
The second number is the latest version in the vault.
For example, 4/6 means that the local cache contains version 4 of 6 versions that are stored in the vault.
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Local Revision |
Displays revision information for the document in the local cache. The first number is the revision of the document in the local cache, or a hyphen if the document has been modified locally.
The second number is the latest revision in the vault.
For example, A/B means that the local cache contains revision A of two revisions that are stored in the vault.
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Checked Out By |
Displays the name of the user who has checked out the file. |
Checked Out In |
Displays the location (system name and path) where the user checked out the file. |
Workflow State |
Displays the current state of the document as it is defined in the Enterprise PDM workflow. |