1 Reply Latest reply on Jan 25, 2018 6:24 AM by Jim Sculley

    Can you check out a file from PDM from within MS Word?

    Scott Deas
    Scott Deas Jan 25, 2018 6:02 AM

      We use PDM Professional for our documentation as well as CAD files. If I open a word file without checking it out first, is there a way of checking it out (and in again) from within MS Word, perhaps with an add-in?

       

      Thanks!

        • Re: Can you check out a file from PDM from within MS Word?
          Jim Sculley
          Jim Sculley Jan 25, 2018 6:24 AM (in response to Scott Deas)

          Scott Deas wrote:

           

          We use PDM Professional for our documentation as well as CAD files. If I open a word file without checking it out first, is there a way of checking it out (and in again) from within MS Word, perhaps with an add-in?

           

          Thanks!

          Yes.  There is an Office add-in available when you install PDM on client machines that allows check in/out and state changes from within Word, Excel, etc.