EPDM – Automatically Renaming of Files with Serial Number

Article by Joe Medeiros, CSWE updated June 22, 2013


SolidWorks files can be automatically named/renamed when the file is saved. This option can only be set when the ‘Admin’ user is logged in and only needs to be done once on one computer.

To set this option first create a Serial Number in SolidWorks Enterprise Administration, by right clicking the Serial Number node.

Create serla number

The Format of the serial number can set  from the pull-down and by manually adding static text. The ‘Next counter Value‘ can also be set

Serial number format


Once the Serial Number has been created, inside of Solidworks left click on the Enterprise PDM menu item and choose Options.

EPDM options


Choose the Vault and Serial Number that will be used. If the Serial Number option is grayed, check to see if your logged in as ‘Admin’

choose serial number


New files and/or existing files  can automatically be renamed. Parts, Assemblies and Drawings can be renamed and different Serial Numbers can be assigned to each document type.




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Joe Medeiros, CSWE

Joe Medeiros is a SOLIDWORKS and PDM Certified Expert. He has been helping SOLIDWORKS users with training, mentoring and implementations since 1998. He combines industry experience with a thorough understanding of SOLIDWORKS products to assist customers in being successful. He shares his experience and expertise through blogs; one of which has been incorporated into the SOLIDWORKS Essentials training manual.