Purpose
Nora IPLM allows users to upload Office documents, including Word, Excel, and PowerPoint, and view them directly within the platform. This ensures instant access, collaboration, and management of documents without leaving the PLM environment.
Step-by-Step Instructions
1. Open Quick Create
You have multiple ways to create a document:
- From the Platform Toolbar: Click Quick Create in the top-right corner of the platform.
- From a Widget: Open a Table or Details Widget and click Quick Create in the top-right corner of the widget command bar.
- From the Desktop Widget:
- Open the Desktop Widget in Nora IPLM (requires Nora IPLM Desktop Services Windows app installed).
- In the dropdown menu at the widget’s top-right corner, select the active Office app (e.g., Word or Excel).
- Click Get Data to detect the active document.
- Click Sync Data to automatically generate the document object in Nora IPLM.
2. Select Object Type
- Choose Document as the object type for all Office files.
3. Fill in Object Attributes
- Enter the relevant attributes for the document, such as Name, Description, Item Type, or any other required fields.
4. Upload the File
- In the File field, upload the Office document from your computer (Word, Excel, or PowerPoint).
- For desktop widget uploads, the file is automatically attached when you click Sync Data.
5. Create the Object
- Click Create to finalize the document creation.
Once created, the document will automatically open in the Details Widget, or in the current widget if the command was executed within a widget.
6. View the Document
You can open the Office document in the Viewer Widget in several ways:
- From the Details Widget Command Bar: Click Open in Viewer.
- From the Right-Click Menu: Right-click the object and select Open in Viewer.
- Drag and Drop: Drag the object directly into the Viewer Widget.
The document will be displayed immediately in the Viewer Widget, ready for viewing and review.
Tips & Notes
- The Desktop Widget upload feature requires the Nora IPLM Desktop Services Windows app.
- Ensure the Office application is running on your computer to detect the active document.
- Use descriptive names and attributes to make it easier to search, filter, and organize Office documents in the platform.
- Viewer Widget supports navigation and page review for Word, Excel, and PowerPoint files.
Summary
Uploading and viewing Office documents in Nora IPLM is simple and efficient. Users can upload files via Quick Create, from widgets, or directly from the Desktop Widget if desktop services are installed. Documents open in the Details Widget or Viewer Widget for immediate access, review, and collaboration.
