PLM Documents

Windchill PDMLink 10.2: Introduction for SolidWorks Users vi © 2016, ASCENT - Center for Technical Knowledge® 10.3 Best Practices in the CAD User Workflow .................................. 10-8 Practice 10a Links and Subscriptions.............................................. 10-11 Chapter 11: Creating WTParts and Documents....................................... 11-1 11.1 Creating WTParts .......................................................................... 11-2 New Part ......................................................................................... 11-2 New Multiple Parts .......................................................................... 11-4 11.2 Creating Documents ..................................................................... 11-6 New Document................................................................................ 11-6 New Multiple Documents .............................................................. 11-10 Practice 11a Creating New WTParts................................................. 11-12 Practice 11b Creating New Documents............................................ 11-18 Chapter 12: Working with Desktop Integration........................................ 12-1 12.1 Creating New Documents Using Desktop Integration ............... 12-2 Create From Microsoft Office .......................................................... 12-2 Create with Drag and Drop in Windows Explorer............................ 12-5 12.2 Searching for Documents Using Desktop Integration............... 12-8 Search from Microsoft Office Software ........................................... 12-8 Search in Windows Explorer ........................................................... 12-9 12.3 Modifying Documents Using Desktop Integration ................... 12-11 Modify in Microsoft Office Software............................................... 12-11 Modify in Windows Explorer .......................................................... 12-13 12.4 Configuring Desktop Integration ............................................... 12-15 Practice 12a Creating and Modifying Documents Using Desktop Integration............................................................................ 12-17 Chapter 13: Work In Progress Procedures for Documents .................... 13-1 13.1 Lifecycle States ............................................................................. 13-2 13.2 Check Out ...................................................................................... 13-3 Check Out Action ............................................................................ 13-3 Check Out and Download Action .................................................... 13-5 Check Out and Edit Action .............................................................. 13-5 Checked-Out Work Table................................................................ 13-6 13.3 Undo Check Out ............................................................................ 13-7 13.4 Modifying Documents................................................................... 13-8 13.5 Check In ....................................................................................... 13-10 13.6 New Revision ............................................................................... 13-11

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