The Microsoft Office Add-in adds an Enterprise PDM ribbon to Microsoft Word, Excel®, and PowerPoint®. From the ribbon, users can perform vault operations and display information about the file open in the Microsoft Office application.
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Users do not need additional licenses to use the Microsoft Office Add-in. However, users must have a Contributor, CAD Editor, or PSL license to check files out and in.
You can install Microsoft Office Add-in when you install SOLIDWORKS Enterprise PDM. When you install the Add-in, the Enterprise PDM ribbon appears with the other Office ribbons.
The Microsoft Office Add-in lets users:
- Check out, check in, and undo check out.
- Get the latest or previous file versions.
- Display and edit Data Card information.
- Change State.
- Access the Search Tool.
- Select in Windows Explorer.
- View file status information:
- Local Version
- Local Revision
- Checked Out and Workflow information
Benefits of the Add-in include:
- Easier check out and check in of Microsoft Office files.
Previously, users had to check out the file in Windows Explorer, edit it in a Microsoft Office application, and check it in to the vault via the Windows Explorer interface. Now, users can perform these actions in the Microsoft Office application.
- The ability to save in-session changes to a file that is checked in.
Previously, when users edited a checked in file, the in-session changes were lost during the check out and file caching. Now, users have a choice to apply these edits during check out.
- The ability to access older versions of files.
- The ability to change workflow state.