To edit items in Word
1. Select or display the item to be edited in the PTC RV&S client. Select > . The Edit in Word dialog box displays. If the dialog box does not display, go directly to Using the Word Editor.
2. Select from the following options:
◦ Selected item and children specifies to edit the selected item and all of its child items. The option is available if the item selected has child items connected through relationship fields.
◦ From the Template list, select the template to be used for editing the item. Templates are defined by your administrator, and a description (if provided) displays in the field below the selection. Templates determine how the item fields displays in the Word editor, making it easier for you to edit the information.
If you cannot make a list selection, either your administrator defined a single template that you must use, or no template is defined for you. If no template is defined for you, contact your administrator for assistance.
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If you are looking for an option not listed here, you may be editing a document. See Editing Content in Microsoft Word.
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3. To start the Word editor, click OK.
The Opening from PTC RV&S dialog box displays, listing the progress of the operation. You can view the details of the items affected by the edit operation by clicking Details.
For information on using the Word editor, see Using the Word Editor.
4. When you are finished, close the Word editor. If there changes, you are presented with the following choices:
◦ Publish saves the changes from your Edit in Word session to PTC RV&S.
◦ Don’t Publish discards the changes from your Edit in Word session.
◦ Cancel returns you to the Word editor to continue editing.
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To leave the Word editor without saving any changes to PTC RV&S, click to close the Word editor and then specify not to save the changes when prompted. Alternatively, if you click Cancel when prompted, no changes are saved to PTC RV&S and you are returned to the Word editor to continue working.
The Saving to PTC RV&S dialog box displays, listing the progress of the operation. You can view the details of the items affected by the edit operation by clicking Details.
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