SOLIDWORKS Manage 2021 Share Files

Article by Samir Lohmann updated October 1, 2020

Article

SOLIDWORKS Manage 2021 allows you to share files with people who do not have Manage installed on their systems, through an HTTP link to the Web Plenary client. To share a file, simply right-click it and select Share.

SOLIDWORKS Manage Share command

SOLIDWORKS Manage Share command

Share Options

This will show you a screen where you can select several options, such as:

  • Display name: the name seen by the person who receives the link.
  • Security options: protect your link with a password and/or determine an expiry date.
  • Send e-mail or Copy link: you can choose to send an e-mail from Manage itself or copy the link to the clipboard and paste it into an existing e-mail, an instant messenger chat or a document.
Share Dialog

Share Dialog

Enabling File Share

Note that this feature is not enabled by default. To enable it, the Administrator needs to follow these steps:

  • The Web Plenary client must be up and running
  • Under Administration > Structures > Web Options, the permissions to the users who can use the Web Plenary Client must be configured, as well as the HTTP location for the links (e.g. https://swmanage.acme.com)

The document record whose files will be shared must be configured in two places:

  • Under Access Rights > Additional Rights > Settings 4, the permissions to share via e-mail and/or via link must be set.

    File Sharing Access Rights

    File Sharing Access Rights

  • Under File Sharing, the option Enable File Sharing must be selected. Optionally, the other settings may be configured.

    Enable File Sharing

    Enable File Sharing

After the settings above are completed, the Share command will provide a link like the one shown below.

Link to Shared File

Link to Shared File

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Samir Lohmann

Samir Lohmann is a certified SOLIDWORKS Data Management specialist. He has worked with different engineering data management systems since 1999 and helped hundreds of companies since then. He started working with SOLIDWORKS PDM in 2008 and is a member of the Javelin team since 2016.