How to manage your documents with SOLIDWORKS

Training Course Contents

The focus of the Using SOLIDWORKS PDM Standard training course is on the fundamental skills and concepts central to the successful use of SOLIDWORKS PDM including storing documents, revision control, and working within SOLIDWORKS.

This course is designed around a process or task-based approach to training. Rather than focus on individual features and functions, a process-based training course emphasizes the process and procedures you follow to complete a particular task.

By utilizing case studies to illustrate these processes, you will learn the necessary commands, options and menus in the context of completing a task.

Course Info at a glance

Duration 1 Day (5 hours/day)

Live Hands-on Practical Training

Basic/Intermediate Level

Requirements & Benefits


Experience with Windows OS

Basic experience with SOLIDWORKS software

Knowledge of SOLIDWORKS file structure & referencing

Features Targeted

Check Vault Files In & Out

Working with File References

Working with SOLIDWORKS

Skills you will acquire

Manage your company documents

Share & collaborate with others

Apply document Revision Control & Workflow management

Using SOLIDWORKS PDM Standard Lessons

This course will concentrate on the following topics:

Lesson 1: Installation Planning

Gather the required information needed to plan a SOLIDWORKS PDM Standard installation and understand the scenario used for this course.

Lesson 2: The Administration Tool

Start the SOLIDWORKS PDM Standard Administration tool. During lesson 2, we will identify the major sections of the Administration tool, create a new SOLIDWORKS PDM Standard vault and create a local view of a SOLIDWORKS PDM Standard vault.

Lesson 3: Users and Groups

Add new users and groups to the vault. Lesson 3 will explain how to create and apply permissions to users and how to assign Group level permissions.

Lesson 4: Folder Card Creation

Understand how cards work within PDM. Attendees will create a Folder Card from scratch and assign variables to the card.

Lesson 5: File and Search Cards

Lesson 5 looks at importing cards into the PDM Vault & making changes. Control Logic will be added to cards to limit visibility dependant on options selected. Also time will be spent looking at the Quick Search functionality.

Lesson 6: Column and Bill of Materials (BOM) Views

Creation of a File List Column set to dictate the way PDM Columns will show within Windows Explorer for users. Course attendees will also create a BOM Column set to be used within the Windows Explorer view of PDM.

Lesson 7: Workflow

Create a Workflow to represent the entire internal workflow structure of files practised in the training scenario. Learn how to add States and Transitions to allow the movement of files through the Workflow. Permissions will be added to the previously created States and Transitions to restrict Users and Groups access to each stage of the Workflow. Create and apply a Revision Scheme to the Workflow.

Lesson 8: Notifications and Tasks

Learn to configure automatic notifications to be sent during file life cycles (attached to workflow). Set up Tasks in the Vault and attach them to Workflow Transitions. Configure Machines to be used to run tasks.

Lesson 9: Data Migration

Lesson 9 will look at the best workflow to bring in legacy data into the Vault on a case by case basis and setting Metadata to correct values.

Lesson 10: Vault Backup

Understanding the process to backup both the Archive Server and the Database for the PDM Vault.


"Thanks very much for the great training received this week, you are a true wizard at PDM, we learned a tremendous amount of information and how powerful a tool PDM can be for a company like ours.  We look forward to the final steps when we implement this later this month."

— Chris White, Mechanical Designer, Quickmill Inc.

Training Methods

Choose from three different training methods available to you

SOLIDWORKS Group Training

Group/Public Training

Receive SOLIDWORKS training as a group in a traditional classroom environment.

Classes can be taken in one of our 12 training locations across Canada using SOLIDWORKS approved training content and methodologies.

  • Cost effective training method.
  • Leave the office to concentrate on learning.
  • Learn more through group questions and feedback.
SOLIDWORKS Online Training

Live Online Training

With our online training you will experience an interactive learning environment where you can give feedback, gain access to the SOLIDWORKS training files and get time to work on training exercises.

  • Online courses are typically half day sessions.
  • More effective than video based training, with recorded videos learners are often not as focused on the training and skip exercises.
SOLIDWORKS Onsite Training

Onsite at your location

Receive training at your place of work. This style of flexible training is perfect for teams or individuals who are faced with a specific challenge and require personalized courses with on-the-job coaching.

  • Use our state-of-the-art mobile classroom at your facility.
  • Bring your team up to a consistent level of knowledge by having them take the same training at the same time.
  • Benefit from flexible scheduling options.

Upcoming Classes

Choose a Using SOLIDWORKS PDM Standard class from the list below

  • StartDurationLocationPricing
    Tuesday, 14th May, 20241 Day (5 hours/day)OnlineGet a Quote
    Tuesday, 11th June, 20241 Day (5 hours/day)OnlineGet a Quote
    Tuesday, 16th July, 20241 Day (5 hours/day)OnlineGet a Quote
    Tuesday, 20th August, 20241 Day (5 hours/day)OnlineGet a Quote
    Tuesday, 17th September, 20241 Day (5 hours/day)OnlineGet a Quote
    Tuesday, 15th October, 20241 Day (5 hours/day)OnlineGet a Quote
    Tuesday, 12th November, 20241 Day (5 hours/day)OnlineGet a Quote
    Tuesday, 10th December, 20241 Day (5 hours/day)OnlineGet a Quote

    Using SOLIDWORKS PDM Standard class not listed for your required date or location?

    Get a quote for the course and let us know the date and location where you require training.

    Or learn more about our On-the-job Coaching and Customized SOLIDWORKS Training services.


    Get Custom Training

    Contact us to learn how the Using SOLIDWORKS PDM Standard course can be included in custom training for your business