Demonstrate how to copy all CAD and non-CAD files from one folder, into a new folder. Distinguish between the copied files and the original file. Demonstrate how to move one file into another file, while preserving their references.
Demonstrate how to submit a document for approval. Sending through a workflow from the Under Change state to Change Pending Approval. Demonstrate how to send a notification to a specific approver with comments included. Log into the vault as an approver and demonstrate how to approve a document.
Learn the search functions found in the tool, which are not available in the Windows Explorer Integrated search. Modifying search favorites Exporting search results into MS Excel Search for users within a vault
Demonstrate how to create a search favorite related to finding documents are checked out by a certain user. Demonstrate how to let other users see the favorite search. Use the search favorite when logged in as another user.
Demonstrate the use of the SOLIDWORKS PDM Search tools. Discuss the three search tools: Quick Search, Embedded Search and the Search Tool. Quickly find files using Quick Search. Understand how to use the embedded search tool.
Discuss the three SOLIDWORKS PDM client types to distinguish them from one another. Editor Can work with all file types CAD Add-Ins Contributor Can work with all file types Add-Ins are not enabled Viewer Read-only access within the vault Cannot add or modify files
Demonstrating how to log into vaults using the Windows Explorer interface as well as the SOLIDWORKS PDM Task Bar Item icon. Log into multiple vaults using the same log in credentials. Log into multiple vaults using different log in credentials. Log of off vaults. Set up automatic log in functionalities when signing into a Windows user profile.