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Microsoft Office Add-in

The Microsoft Office add-in provides an integrated Enterprise PDM ribbon in Microsoft Word, Excel, and PowerPoint documents.

Using the ribbon, you can perform Enterprise PDM vault commands and view file information when the file is open in the Microsoft Office application.

All Enterprise PDM license types can be used with the integration. However, you must have a Contributor, CAD Editor, or PSL license to check files out and in.

The Enterprise PDM office Add-in does not support file operations on files with digital signatures. You need to perform the file operations in the File Explorer.

Contents

  • Enterprise PDM Ribbon

    The Enterprise PDM ribbon is automatically added to Microsoft Word, Excel, and PowerPoint documents when the Office Integration Add-in is installed.



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