File

Icon	Item	Description
	New	Opens the Create a new document dialog, where you can create new documents from scratch or using a template. For details, see the Create documents topic.
	New folder	Create a new folder as subfolder of the currently selected folder.
	New document from template	Creates a new document based on the currently open template.
	Open selected document(s)	Opens all documents currently selected in the Navigator.
	Open selected document(s) with elevated permissions	Opens the documents selected in the Navigator with permissions that allow you, for example, to override settings provided by the template.
	Open document(s)…	Opens the Select document attribute dialog, where you can enter a document key or title and use an asterisk (*) as a wildcard to search for documents. For details, see the Open documents topic.
	Close	Closes the currently selected document.
	Close all	Closes all currently open documents.
	Save	Saves the currently selected document.
	Save all	Saves all currently open documents.
	Save as	Saves the currently selected document as a new document.
	Save as template	Saves the currently selected document as template. For details, see the Templates topic.
	Create report	Opens the Create report dialog, where you can create reports to summarize the details and the results of an action that was executed on a document. For details, see the Create reports for a single document topic.
	Apply signature	Opens the Apply electronic signature dialog, where you can sign documents to prevent further change. For details, see the Sign documents topic.
	Attach PDF by barcode…	Opens the Attach PDF by barcode dialog, where you can automatically attach a locally stored PLA 3.0 PDF report file to the respective document. For details, see the Attach reports by barcode topic.
	Move	Opens the Move selected objects dialog, where you can move documents or folders to a new location.
	Copy	Opens the Copy selected objects dialog, where you can copy documents or folders from a source to a target folder.
	Delete	Deletes the currently selected document or folder.
	Refresh	Refreshes the displayed data.
	Import	Opens the Importing documents dialog, where you can import document packages and PLA 2.1 documents into PLA 3.0. For details, see the Import documents topic.
	Export > Documents	Opens the Export as document package dialog, where you can export documents as packages for distribution. For details, see the Export documents topic.
	Document properties	Opens the Document properties dialog, where you can view general information such as the document type and creation date as well as details on signatures. For details, see the Document properties topic.
	Folder properties	Opens the Folder properties dialog, where you can restrict the content of folders to particular document types and to documents generated from particular document templates. For details, see the Folder properties topic.
	Export document label as barcode	Opens the Document properties dialog, where you can generate barcode labels for your documents to organize your work environment. For details, see the Generate document labels topic.
	Advanced > Security context	Opens the Change security context dialog, where you can control who can perform which tasks on documents within particular folders or folder trees. For details, see the Security contexts topic.
	Advanced > Upgrade structures in folder	Opens the Upgrade document structures dialog, where you can upgrade the structures of documents within particular folders or folder trees. For details see the Upgrade the structure of documents topic.
	Logout	Logs you out of the current database.
	Exit	Closes PLA 3.0.

New

Opens the Create a new document dialog, where you can create new documents from scratch or using a template.

For details, see the Create documents topic.

New folder

Create a new folder as subfolder of the currently selected folder.

New document from template

Creates a new document based on the currently open template.

Open selected document(s)

Opens all documents currently selected in the Navigator.

Open selected document(s) with elevated permissions

Opens the documents selected in the Navigator with permissions that allow you, for example, to override settings provided by the template.

Open document(s)…

Opens the Select document attribute dialog, where you can enter a document key or title and use an asterisk (*) as a wildcard to search for documents.

For details, see the Open documents topic.

Close

Closes the currently selected document.

Close all

Closes all currently open documents.

Save

Saves the currently selected document.

Save all

Saves all currently open documents.

Save as

Saves the currently selected document as a new document.

Save as template

Saves the currently selected document as template.

For details, see the Templates topic.

Create report

Opens the Create report dialog, where you can create reports to summarize the details and the results of an action that was executed on a document.

For details, see the Create reports for a single document topic.

Apply signature

Opens the Apply electronic signature dialog, where you can sign documents to prevent further change.

For details, see the Sign documents topic.

Attach PDF by barcode…

Opens the Attach PDF by barcode dialog, where you can automatically attach a locally stored PLA 3.0 PDF report file to the respective document.

For details, see the Attach reports by barcode topic.

Move

Opens the Move selected objects dialog, where you can move documents or folders to a new location.

Copy

Opens the Copy selected objects dialog, where you can copy documents or folders from a source to a target folder.

Delete

Deletes the currently selected document or folder.

Refresh

Refreshes the displayed data.

Import

Opens the Importing documents dialog, where you can import document packages and PLA 2.1 documents into PLA 3.0.

For details, see the Import documents topic.

Export > Documents

Opens the Export as document package dialog, where you can export documents as packages for distribution.

For details, see the Export documents topic.

Document properties

Opens the Document properties dialog, where you can view general information such as the document type and creation date as well as details on signatures.

For details, see the Document properties topic.

Folder properties

Opens the Folder properties dialog, where you can restrict the content of folders to particular document types and to documents generated from particular document templates.

For details, see the Folder properties topic.