Office Integration - SmartPlant Foundation - Help

SmartPlant Foundation Help

PPMProductFamily
Asset Information Management
PPMProduct
SmartPlant Foundation
PPMCategory
Help
SPFVersion_custom
2019 (10.0)
Version_Integration
(none)
Version_SPM_custom
2019 (10.0)
Version_SPPID
8.0.0
Version_SDAConnectorforTruView
(none)
Version_Fusion
(none)
Version_MTR
(none)
Version_SPO
(none)
Version_SPR
13.x(2018)
Version_TruView
(none)
Version_SDV
(none)

The Office Integration feature allows you to create or update SPX documents directly from any of the Microsoft Office applications, such as Word, Excel, and PowerPoint.

The Office Integration feature has two components, the Microsoft Office Add-in component and the Drag-drop component.

The Microsoft Office Add-in component is a cyclical process where a document can originate in Microsoft Office, and be saved in SmartPlant Foundation, then re-opened. Alternatively, a document saved within SmartPlant Foundation can be opened within the Microsoft Office Add-in, then checked back into SmartPlant Foundation.

The Drag-drop component enables you to relate files directly including Microsoft Outlook e-mails, by dragging them directly onto a document object in SPO/E Core.

What do you want to do?