{"id":48042,"date":"2025-03-19T00:19:48","date_gmt":"2025-03-18T23:19:48","guid":{"rendered":"https:\/\/ohmycad.com\/1-excel-word-pdf-documents-in-3dexperience\/"},"modified":"2025-03-19T00:19:48","modified_gmt":"2025-03-18T23:19:48","slug":"1-excel-word-pdf-documents-in-3dexperience","status":"publish","type":"post","link":"https:\/\/ohmycad.com\/en\/1-excel-word-pdf-documents-in-3dexperience\/","title":{"rendered":"1. Excel, Word, PDF documents in 3DEXPERIENCE"},"content":{"rendered":"

Introduction<\/h3>\n

CAD data often has associated documents: BOM, data sheets, test results, assembly instructions…<\/p>\n

It’s important to link these documents to the CAD file itself. But you may also need a secure place to store and manage the lifecycle of your documents! <\/p>\n

3DEXPERIENCE offers a solution to these needs.<\/p>\n

Method 1: the traditional method<\/h3>\n
\n

Advantages: you don’t need to install anything extra<\/p>\n<\/div>\n

This is the OOTB method, offering an intelligent lock\/unlock system for collaboration and lifecycle tools such as maturity and revisions.<\/a><\/p>\n

1. To import your document onto the platform, drag and drop it directly into the bookmark of your choice.<\/p>\n

<\/p>\n

2. To modify the file, right-click on it and select “Modify”.<\/p>\n

.<\/p>\n

This will open a simplified version of the Microsoft application on which you can make small modifications.<\/p>\n

 <\/p>\n

<\/p>\n

3. To save the file, click on the save icon in the top right-hand corner.<\/p>\n

 <\/p>\n

Method 2: 100% integrated with Office<\/h3>\n
\n

Advantages: it’s fully integrated with Excel, Word, Powerpoint… and lets you edit and save in the same way as in SOLIDWORKS or CATIA.<\/p>\n<\/div>\n

Thanks to the Collaboration for Microsoft connector, you can work seamlessly between your Microsoft Office applications and the 3DEXPERIENCE platform.<\/p>\n

Step 1: Downloading and installing the software<\/h3>\n

1. First, let’s install the connector. Click on the compass and search for “Collaboration for Microsoft” in the search bar. <\/p>\n

.<\/p>\n

2. Click on it and follow the instructions to install the module…<\/span><\/span><\/p>\n

<\/p>\n

<\/p>\n

To select the application to connect to the platform, check the corresponding box.<\/p>\n

<\/p>\n

 <\/p>\n

Step 2: Import and collaboration<\/h3>\n

3. Once you’ve installed the connector, click on the module icon in your applications to launch it. Simply open a Microsoft Office document you wish to work on. <\/p>\n

You’ll notice a new tab called 3DEXPERIENCE. \"Untitled-1\"<\/p>\n

 <\/p>\n

4. To save our document, click on the “Save as” icon.<\/p>\n

<\/p>\n

As with SOLIDWORKS, you can save your file as a bookmark. Choose the “bookmark root” file location to find all your folders. You can then choose the bookmark of your choice. <\/p>\n

<\/p>\n

Once you’ve chosen your folder, select “delete local file after successful backup”<\/p>\n

then click save.<\/p>\n

The file will disappear from the screen, indicating that the backup was successful.<\/p>\n

 <\/p>\n

5. By going to the bookmark we previously selected, we can find the file we’ve saved.<\/p>\n

<\/p>\n

 <\/p>\n

6. To make changes, right-click on the file and choose “Lock and download”.<\/p>\n

<\/p>\n

As in SOLIDWORKS, files need to be locked before you can work on them. This will automatically open the file, allowing you to edit it as usual. <\/p>\n

7. To save your changes, go to the 3DEXPERIENCE tab and click on “Save”.<\/p>\n

You can also leave a comment for each recording you make. As before, you can delete the file after successful recording. <\/p>\n

 <\/p>\n

8. On the platform, you can view each modification by right-clicking on the file and selecting “Preview”.<\/p>\n

Step 3: Manage revisions and maturity status.<\/h3>\n

Versions and revisions work in a similar way to SOLIDWORKS files such as parts or assemblies.<\/p>\n

Each time you save a modification, a new version <\/strong>is created.<\/p>\n

You can also click on the drop-down menu next to the “Save as” button and choose to save a new revision<\/strong>. You’ll be able to add a comment. <\/p>\n

To keep track of all the revisions you’ve made, click on “Revisions\/Versions”.<\/p>\n

<\/p>\n

<\/p>\n

Now you know everything you need to start using your Microsoft Office files in the 3DEXPERIENCE platform!<\/p>\n

\n

If you require any further information or assistance, please do not hesitate to contact us at support@xdinnovation.eu.<\/strong><\/p>\n<\/div>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

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