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Open Microsoft Office application (Microsoft Office 2013/2016 (32-bit only)).
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On the Add-in tab, click either Save to SPF or Open from SPF.
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In the ModifySiteForm dialog box, type appropriate values for Name, Host Name, Virtual Dir Name, and Default User Name boxes. For the other boxes, type the following values:
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Rel to Child Classes - +SPFClassMember.
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Top Doc Class UID - SPXDC_Top.
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Class to Class Def Rels - +EngineeringDocClassClassDef,+EmailDocClassClassDef,+ProcurementDocClassClassDef,+ProjCtrlDocClassClassDef,+VendorDocClassClassDef.
Type the Class to ClassDef Rels property values one per each line.
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QFind Interface - IEngineeringDocVersion, IVendorDocVersion.
Type the QFind Interface property values one per each line.
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Select the Secure Channel (SSL) check box if the SmartPlant Foundation site is a secured (https) site.
If you do not select the Secure Channel (SSL) check box, the Office Integration feature by default assumes that the SmartPlant
Foundation site is a non-secured (http) site.
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Select the Trusted Site check box if the SmartPlant Foundation site is a trusted site.
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Click OK to save the changes.
The Users group on the client system must have Write permissions to the MSOforSPFSettings.xml file. For more information, see Set file access permissions for Office Integration.