SOLIDWORKS File Management Training

Learn how to control file references, file properties, and files in a shared environment.




PREREQUISITES: We recommend completing the SOLIDWORKS Essentials Access to SOLIDWORKS 2019 or newer and experience with the Windows® operating system and Mechanical Design Experience.

DESCRIPTION:  The goal of this course is for students to gain understanding of file management processes in the SOLIDWORKS software, which can be used to control file references, file properties, and files in a shared environment. 

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SOLIDWORKS File Management


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Lesson 1: 
SOLIDWORKS File Structure

  • Understand the SOLIDWORKS file structure.
  • Understand how a RAM resident program store data.
  • Best Practices to reduce SOLIDWORKS file size, open time, rebuild time.
    Convert SOLIDWORKS files.
  • Open SOLIDWORKS files as read-only using SOLIDWORKS or Windows®

Lesson 2: 
File References

  • Understanding external references and file associativity
  • Understanding how SOLIDWORKS searches for referenced documents
  • Using the Reload command to re-open a file
  • Understanding the difference between linking and embedding
  • Replacing and changing referenced documents
  • Open SOLIDWORKS files using other available open modes
  • Copy files using Pack and Go or PDM Copy Tree
  • Using SOLIDWORKS File Utilities to rename and replace files

Lesson 3: 
Saving Files and File References Topics

  • Understanding Save, Save As, and Save As Copy
  • Saving a copy and copies of references
  • Using Auto-recover and Backup in System Options
  • Adding file properties
    The Property Tab Builder

Lesson 4: 
Shared Files using the PDM Solution

  • SOLIDWORKS Ancillary files.
  • SOLIDWORKS File location options
  • SOLIDWORKS ancillary files Local Copy vs PDM Vault
  • Data Management Plan Considerations.
  • SOLIDWORKS Considerations
  • Set toolbox options to create copies of Toolbox parts



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