PDM AUTOMATION SERVICES

Instead of relying on the out-of-the-box PDM Convert task to create individual PDFs of your drawings, GoExpress can create an entire job packet. Multiple drawings can be merged into a single packet and saved outside of the vault for external users to access. Additionally, you can add watermarks and create the complete job packet for an assembly with a simple right-mouse click or during a workflow transition.

Your ERP system is built to house information about your models. That could be information about vendors, notes from suppliers, a bill of materials, or any number of other details. Whether you're looking to sync information about products between PDM and ERP or are looking for a BOM export tool, manually passing the information from ERP to SOLIDWORKS PDM is tedious and error-prone. By automating the process with GoExpress, you can remove a manual step from your process and ensure information is shared accurately and on time. 

Amongst the most valuable assets SOLIDWORKS PDM provides is robust reference management. When you create a new document, you may wish to include a reference to an external piece of information. Traditionally, you would use "Paste as Reference" and add these references one at a time. With GoExpress, you can quickly add full assembly references to any document with ease.

How you name your files can be unique to your company. Many organizations generate file names using external systems and create a unique serial number for each file. Rather than importing a list of values from an external source and manually appending new values at the end, GoExpress can automatically convert the out-of-the-box counter value to an alpha-numeric serial number.

While SOLIDWORKS PDM maintains your file references once your files are in the vault, what happens when you add a document to the vault without its referenced file? Traditionally, you have to manually select where to search and tell the system which file to find. GoExpress simplifies the process of repairing references within the vault, letting you find and repair them with a single click.

SOLIDWORKS PDM templates are an easy way to create an engineering change request with all the relevant information. The most time-consuming portion of creating an EC is attaching references. With GoExpress from GoEngineer, you can quickly attach your CAD references without the tedious "paste as reference process". This means you'll have more comprehensive ECs and you can make them faster than ever before. 

One of the most common asks when setting up a PDM workflow is whether it's possible to select a single approver for your file. Typically, you select a group of users who can all approve a file, and you rely on your primary approver to check the file first. But with GoExpress, you can select an approver from your list of potential approvers, giving you more control over your workflows.

Many organizations include file information, like part numbers and descriptions, in the file name. With SOLIDWORKS PDM, that information is stored in the data card, so having it in the file name isn't necessary. With GoExpress, you can quickly extract the information from the file name and place it in the data card where it belongs.

When you first add a file to your PDM vault, but haven't checked it in, that file sits in a "Private State". This private state can be problematic when users don't check the files in quickly, meaning there's less visibility into the files and no added security layer from PDM. With GoExpress, you can ensure new files are automatically added to the vault, removing the issues caused by Private State.

Once you finish a project, you typically need to share the documents with people who may not have access to your SOLIDWORKS PDM environment. While you could create a user and assign view access, another option is saving a copy of your approved files to an external folder. With GoExpress, you can automate this process and ensure your approved files are easily accessible to those who need them.

Bills of materials are frequently shared as Excel documents. While SOLIDWORKS PDM can export BOMs as CSV files, you typically have to open them in Excel and convert them to XLSX files. With GoExpress, you can add an action to your workflow transitions that automatically exports an XLSX version of your BOM to a location outside of your SOLIDWORKS PDM Professional vault.