SOLIDWORKS Workgroup PDM Pack And Go Files Out of the Vault [VIDEO]

Article by Andrew Lidstone, CSWE updated January 21, 2014


If you are managing your SOLIDWORKS files using Workgroup PDM, you may have wondered how you can package up file sets so that you can share them with others.

When managing your SOLIDWORKS files using Windows Explorer you can use Pack and Go, and when using Enterprise PDM there is the Copy Tree command, but where is this functionality in Workgroup PDM?

SOLIDWORKS Workgroup PDM Pack And Go

No Pack And Go

There isn’t any direct command within the Workgroup PDM interface that will allow us to extract and package a file set from the vault, however with a couple extra steps we can work around this. As shown in the video below:

SOLIDWORKS Workgroup PDM Pack And Go Process

While SOLIDWORKS Workgroup PDM stores all documents in a central vault that can only be accessed through the WPDM add-in, it does create local copies of these files whenever they are checked out, placing them in a regular Windows Explorer folder.

The local folder where the files will be placed on check out can be specified in the option settings for Workgroup PDM.

To access this, right click on the Vault in the SOLIDWORKS Task Pane and select “Workgroup PDM Options”.

Workgroup PDM Options

Go to the “Folders” tab and set “My SOLIDWORKS Workgroup PDM Documents – default save in folder for Open and Check-Out” to “Use Folder” and create a special folder for the SOLIDWORKS documents from the vault to go to.

Local Folder

Now when you “Open/Check out” any Assembly or Drawing, as long as the “Get local copy” option is checked, the full file set will be copied to the folder that you have just selected.

Get Local Copy

Navigating to that Windows Explorer folder and right clicking on the Assembly or Drawing file will give you the option to perform a Pack and Go in the SOLIDWORKS fly out menu.

Pack and Go

Pack and Go

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Andrew Lidstone, CSWE

Andrew Lidstone is a SOLIDWORKS Elite Application Engineer specializing in Data Management systems. He has been working in the SOLIDWORKS reseller channel since 2010 helping clients get the most from their CAD tools.