Microsoft Word and Excel Integration

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Microsoft Word and Excel Integration

See also Outlook integration

Introduction

MechworksPDM includes an optional Microsoft Word and Microsoft Excel Integration delivered as a standard Office addin.

With this integration you can register documents and sheets in the MechworksPDM database.

The registered documents will be managed as generic documents, as it is when adding an Office document from the PDM browser.

Prerequisites

MechWorks Standalone Client is required

Make sure no Office instance is running on the pc and execute the Setup.msi file

[installation_folder]\office_templates\Office_Addin\

After the installation process, for Word and Excel integration will be placed a macro file in the corresponding startup path:

C:\Users\[User name]\AppData\Roaming\Microsoft\Word\STARTUP\MechWorks.dot

C:\Users\[User name]\AppData\Roaming\Microsoft\Excel\XLSTART\MechWorks.xla

User interface

Excel

images_IntegrationExcel

Word

images_IntegrationWord

Remarks

If the toolbar is not visible, ensure that you have the MechWorks_Add-In enabled in "File → Options → Add-Ins → Manage COM Add-Ins.."

If the toolbar is visible but not responding, ensure that the macro file is in the corresponding Office startup path. If not found, you can copy it from the corresponding directory in

C:\Program Files (x86)\Common Files\Mechworks\office_templates