### SSA PDM Embedded Toolbar

After installing the SSA PDM Integration, the SSA PDM Toolbar is added to your MS Office application Toolbar, and a dropdown menu is added to your application Menu Bar.

NOTE:

In MS Outlook, the SSA PDM Toolbar and dropdown menu are available in the Message window, when you compose a new message or open an existing message.

The Toolbar and dropdown menu functions are as follows:

| Option | See
--- | --- | ---
| Connect | Connecting to SSA PDM.
| Disconnect | Disconnecting from the SSA PDM Integration.
| Save to SSA PDM | Saving an MS Office File to SSA PDM.
| Query SSA PDM | SSA PDM Integration Query.
| Check In | Checking In a File.
| Define Mapping | Defining Mapping.
| Link to Item | Linking a Document to an Item.
| Change Ownership | Changing Ownership of a File.
| Open in WorkSpace | Opening a Document in an SSA PDM WorkSpace.
| SSA PDM | Opening SSA PDM.
| Help |

NOTES:

Query is available for all the integrated MS Office applications, except MS Project.
Define Mapping is available only with Word and Excel.

SSA Product Data Management 8.0 Integration for MS Office & Project © Copyright 2004 by SSA Global Technologies (Israel), Ltd All rights reserved.