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SOLIDWORKS File Management

The SOLIDWORKS File Management course is designed to equip SOLIDWORKS users with the knowledge and skills necessary to effectively manage files within the SOLIDWORKS environment. This course is particularly beneficial for users who are not utilizing SOLIDWORKS PDM and serves as a prerequisite to any SOLIDWORKS PDM courses. It covers the SOLIDWORKS file structure, file references, file associativity, and strategies for managing files in a multi-user environment.

Course Duration

Format

Online (Live, Instructor-Led)

Prerequisites

Course Duration

1 Days (7 hours/day)

Format

In-Person

Prerequisites

– Experience with SOLIDWORKS
– Experience with the Windows Operating System

Skills Learned

  • Understanding the SOLIDWORKS file structure and references
  • Utilizing Save, Save As, Save As Copy, and managing save references effectively
  • Copying and/or packaging files for sharing with the Pack and Go utility
  • Operating in a network collaborative environment and setting Toolbox options correctly

Course Examples

SOLIDWORKS File Management Course Syllabus

Lesson 1: SOLIDWORKS File Structure

  • Understanding SOLIDWORKS Files
  • SOLIDWORKS File Structure
    • External References
    • File Associativity
    • SOLIDWORKS Files
  • Case Study: Reducing File Size
  • Methods for Reducing File Size
    • Suppress Features Method
    • The Block Method
    • Suppress Base Feature Method
    • Image Quality
    • Configurations
    • FeatureManager Design Tree
    • SOLIDWORKS File Types
  • Case Study: External References
  • File References
    • Object Linking and Embedding (OLE)
  • File Reference Example
    • Find References
    • List External References
    • File Names
    • Update Holders
    • Out of Context
  • SOLIDWORKS File Conversion
    • SOLIDWORKS Task Scheduler
  • Case Study: File Conversion
  • Opening Files
    • Case Study: RAM Resident
  • Reload
    • Open Modes
    • Read-only
  • Case Study: Quick View
  • Case Study: Read-only
  • Exercise 1: File Conversion

Lesson 2: Saving Files

  • Saving Files
    • Save
    • Save As
    • Save All
  • Case Study: Save Options
  • Editing References
  • Automatic File Backup
    • Backup
    • Auto-recover
    • Notification
  • Case Study: Backup/Recover
  • File Properties
    • Classes of File Properties
    • Creating File Properties
    • Uses of File Properties
  • Property Tab Builder
  • Case Study: File Properties
  • Additional Data
    • Design Binder
    • Comments
    • Tags
  • Exercise 2: Change a Reference

Lesson 3: File References

  • External Reference Search Order
    • Reference Options
    • File Names
  • Case Study: Searching for References
    • Internal ID
    • Resolving Renamed Documents
  • Recursive Searches
    • Copying References
    • Using Save As to Copy References
  • Changing References
    • In-context Features
  • Case Study: In-context Features
  • Locking and Breaking References
  • SOLIDWORKS File Utilities
    • Windows Explorer/Task Pane Access
  • Case Study: SOLIDWORKS File Utilitie
    • Renaming Files
    • FeatureManager Rename
  • Exercise 3: Change Document Names
  • Exercise 4: SOLIDWORKS File Utilities

Lesson 4: Shared Files

  • Working in a Collaborative Environment
  • Production Files
    • Read/Write Access
    • Updating Read-only Files
    • Open References Read-only
  • Case Study: Sharing Files
    • Reloading Files
  • Reload
    • Taking Write Access
    • Open Reference Files As Read-only
    • Make Read-only
  • Ancillary Files
    • Ancillary File Types
    • Specifying File Locations
    • Moving Ancillary Files
    • Separate Folders
    • What files should be shared?
    • Where should common files be stored?
    • Setting Shared File Locations
    • Forming Tools
  • Case Study: Shared File Locations
  • SOLIDWORKS Add-Ins
  • Toolbox
    • Master Part Files
    • Create Parts
    • Create Parts on Ctrl-Drag
    • Shared Master Parts
    • Shared Copies
  • Case Study: Toolbox Parts
    • Read-only Options in Toolbox
    • Toolbox Icon
    • Copy Parts
  • Exercise 5: Establish File Locations

Upcoming Dates For This Course

December 19, 2025 @ 6:22 am – 6:22 am CST

SOLIDWORKS File Management Course

Instructor-Led
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