Selecting a source to be used as a SOLIDWORKS MANAGE Document Template

When creating a new Document or Record in SOLIDWORKS Manage 2019, a user with sufficient permissions, can select a source to be used as the SOLIDWORKS MANAGE Document Template. The new Document or Record source can be an existing SOLIDWORKS Manage document object or a SOLIDWORKS PDM file.

After clicking on New to create a new Document or Record, enter the required Properties and press Save.

SOLIDWORKS Manage New Document or Record

The user will then be prompted to either select an Existing File or use one temporarily (Use this one for now), that can be replaced later.

SOLIDWORKS Manage Document Template