Automate Folder and File Creation with Templates in SOLIDWORKS PDM Professional

In this webinar, Certified SOLIDWORKS Expert, Tim Paris, dives into how to automate folder and file creation with templates in SOLIDWORKS PDM Professional.

About This On-Demand Webinar

Watch to learn why automation in  SOLIDWORKS Professional Data Management software (PDM) is so valuable to engineering organizations and how it helps align company processes. Some of the benefits of controlling documents like folders and files are:

  • Monitoring what information joins and leaves the network
  • Assuring quality control
  • Eliminating inconsistent folder creation, naming conventions and placement
  • Facilitating browsing
  • Creating a common folder and file structures in prescribed locations
  • Passing metadata from custom GUI to folder data cards or from PDM to the file

To help you achieve this consistency within your documents, we outline how to automate folder and file creation in six easy steps using the Template Wizard in the PDM Admin Tool. These steps consist of assigning a template name, permissions, template input forms, template folders and files, a template icon and lastly, assigning users to a template.

Learn more about this process by watching the on-demand webinar, or sign up for SOLIDWORKS PDM Training for hands-on instruction.

*Please note, the capabilities mentioned in the video are not available in PDM Standard and are only offered in the more advanced PDM packages.

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