SOLIDWORKS PDM: Streamlining File Transitions for Enhanced Workflow
?? Exciting Update for SOLIDWORKS PDM Users! ??
Did you ever wonder how to seamlessly transition your design files from one state to another in SOLIDWORKS PDM? ?? Here's a quick guide for users:
1?? Log in to your SOLIDWORKS PDM vault with your credentials.
2?? Locate the file you want to transition using the integrated Windows Explorer or SOLIDWORKS interface.
3?? If needed, check out the file for exclusive editing rights.
4?? Review and update metadata or data card information.
5?? Right-click on the file and select "Change State."
6?? Choose the target state from the provided list.
7?? Complete the transition, adding any necessary comments.
8?? Check in the file if it was checked out during the process.
9?? Stay informed with notifications (if configured) about state changes.
?? View the file's history to track changes and understand its lifecycle.
?? Bonus: Explore workflow automation for streamlined processes.
Ready to enhance your SOLIDWORKS PDM experience? Connect with your PDM administrator or IT support for personalized assistance!
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