Automate Folder and File Creation in SOLIDWORKS PDM

    February 26, 2021

    Templates are a fantastic time saving tool in SOLIDWORKS PDM Professional. Have you ever desired a uniform folder structure or had dread for the inevitable update of required project forms? Templates can help put your mind at ease by automatically enforcing these procedures.

    Templates are executed with a right-click anywhere in the vault and selecting the designated template. You can design a template to generate a folder structure with appropriate forms with only two clicks. This easy access will make getting your users to adopt the new workflow effortless.

    SOLIDWORKS, Tech Tips, PDM

    Using Branch and Merge in SOLIDWORKS PDM

    May 14, 2020

    The Branch and Merge feature in SOLIDWORKS PDM Professional helps to separate and combine data while avoiding duplication, but there are alternative uses for the tool as well. The Branch feature lets you create copies of a source file and later modify them to test new concepts; the Merge feature lets you merge the branched file with the source file through different options. In this week's Video Tech Tip, we go over how to use these features in PDM Professional.

    SOLIDWORKS, Tech Tips, PDM

    How To Add a State To a Workflow In SOLIDWORKS PDM The Easy Way

    July 11, 2019

    As the life cycle of your designs and your company evolve, you’ll find an ever-growing vastness of data created as a byproduct. One way to really get control of your company’s data is to use a data management tool like SOLIDWORKS PDM, the only tool built specifically for SOLIDWORKS. This means it understands the important relationships between files and enables you to work how you want with your data.

    SOLIDWORKS, Tech Tips, PDM

    Parallel Approvals in SOLIDWORKS PDM Professional

    May 24, 2018

    Workflow transitions can accommodate product development processes that require multiple team members to approve documents. For example, a department may need a team lead and a member of the management team to both approve a change before the file can be promoted. In this Video Tech Tip, we look at parallel approvals inside a SOLIDWORKS PDM Professional vault. 

    SOLIDWORKS, Tech Tips, PDM

    How To Use The SOLIDWORKS PDM Log File

    April 12, 2018

    SOLIDWORKS PDM offers the best way for you to get control of your data, with a secure file vault ensuring that the right person has the right file at the right time.  In this Video Tech Tip, PDM Support Engineer Catherine Smith walks you through two methods on how to access the log file and even how to export it to help make working with TriMech Support easier. 

    SOLIDWORKS, Tech Tips, PDM

    Controlling All of Your Data With SOLIDWORKS PDM

    March 29, 2018

    With SOLIDWORKS PDM you can get control of your data- not just SOLIDWORKS data, but all your data. Any file that lives on the Windows Operating System can be stored and managed in the PDM Vault. As you continue to work more and more files will be added to the vault–SOLDIWORKS parts, assemblies, drawings, pdfs, excel workbooks and so on. 

    SOLIDWORKS, Tech Tips, PDM

    What is SOLIDWORKS PDM and How Does It Work?

    March 15, 2018

    PDM stands for Product Data Management. Think of it as the backbone to an organization’s data. SOLIDWORKS PDM offers not just a secure vault to store files, but also countless other features to help companies function much more efficiently and effectively. 

    SOLIDWORKS, Tech Tips, PDM

    Undo File Check Out in SOLIDWORKS PDM

    January 25, 2018

    Undo functions are great in applications. We use it constantly throughout all sorts of applications. If you make a mistake, an "undo button" is the fastest way to get back to what you had before. This is the same concept behind the “Undo Check out” in SOLIDWORKS PDM. It will cancel the check out without saving any changes you’ve made.

    3D CAD, Tech Tips, PDM

    Using CEX Files Inside Your SOLIDWORKS PDM Vault

    September 14, 2017

    SOLIDWORKS PDM is essential to help keep your files, organized, easily accessible and most importantly, easily managed. In today's Video Tech Tip, we're discussing CEX files and how you can use them inside your vault.