9 Replies Latest reply on Apr 29, 2011 9:38 AM by Michael LaFleche

    Saving New Documents, not SW files, in Vault

    Brad Joseph

      I'm curious about saving, in this instance, word or excel documents into the vault. When i save them into the vault no data card pops up asking me to enter any data. Where as when in SW when you save to vault a data card pops up and allows me to enter the data. Is this because of the add-in in SW for PDM Enterprise? Is there anyway I can get this to occur when saving to the vault for word or excel or any other document? Aside from saving it first, then going into the data card once its created? Perhaps its a setting somewhere I'm missing?