Check In Document
To check documents into the vault:
You can check in the active SolidWorks document, and you can check in
any other type of document.
SolidWorks documents must
be checked in through the SolidWorks client.
In addition to the methods described next, you can drag documents from
the local view into the vault view to check them in. You can also drag
documents from Windows Explorer into the vault.
A reference listed in red
text indicates that a document with a duplicate name but with different
content exists in the vault. To avoid overwriting the document with the
same name, rename the reference you are checking in.
You are prompted if documents
need to be saved before check-in.
To check a SolidWorks document into the vault:
In SolidWorks, right-click a document in the local
view and select Check in This Document.
If the document is not already open, it is
opened in SolidWorks. For a document already open in SolidWorks, you can
right-click in the vault view and select Check
in Active Document.
Edit properties in the Check
In Document dialog box as described below, then click Check
In.
To check in a document other than an active SolidWorks
document:
In the local view in the SolidWorks client or
SolidWorks Explorer client, do one of the following:
Right-click a document and select Check
in This Document (available in the SolidWorks client only).
Right-click a document and select Check
in From Disk, then select a document.
Select a document, then click Check
In 
on the Mini Toolbar (available in the SolidWorks
Explorer client only).
Only non-SolidWorks documents can be checked in with the
SolidWorks Explorer client.
Edit properties in the Check
In Document dialog box as described below, then click Check
In.
Document list
Documents are listed in a table.
The document names are displayed in an indented list with an icon for
the type of document (assembly, part, drawing, and so on).
First select any references to be checked in, then select
options and edit cells.
To select or clear all documents:
Click the
Options header.
Select
or clear Check in.
The check
boxes in the left-most column of the table are checked or cleared.
To select or clear documents
individually:
Select or
clear the check box in the row with the document name.
You can check in:
References
without their parent document.
Drawings
with their related model documents (see Find
and include associated, below).
Lightweight
components, suppressed components, base parts, and externally referenced
components (except externally referenced assemblies).
Options
Check
in? Checks in the document and creates a new revision in the vault.
Retain
ownership? 
Keeps
the document locked so you have exclusive right to create the next revision.
See Change Ownership.
Delete local
copy? 
Removes the document
from your local workspace, which frees up disk space. To get a local copy
later, see Get Local Copy and Open
Document.
Icons in the Options
column include:
To specify options for all documents:
Click the
Options header.
Select
or clear Retain ownership or Delete local copy.
The icons for all documents become active
or inactive.
Local copies of documents that are open in applications other
than SolidWorks are not deleted.
To specify options for individual documents:
Click the icon in the row of any document
selected for check-in.
Editing column data
For the selected documents, you
can specify for individual or groups of documents:
Type Number, Description,
or Note.
Choose
Revision, Project,
or lifecycle Status (if the vault
administrator has set the option on the VaultAdmin Lifecycle
tab).
Rules set by the vault administrator on the VaultAdmin Lifecycle
tab take precedence over check in settings. If a VaultAdmin rule is in
effect, lifecycle status change is disabled during check in.
To edit column data:
Select
a cell or a group of cells within a column, or click a column header to
select a whole column.
In the
column control box above the table, type text or select from the list
(for Revision or Project,
for example).
For a single cell, you can
also edit the cell in place rather than in the column control box.
Click Apply.
When you edit Revision,
you select from a list of items such as Default,
Next primary revision, Working
copy, etc. If you select Other,
you can type in a revision, but the revision must
be within the vault's revision
scheme.
Non-SolidWorks Documents
For non-SolidWorks documents,
the document icon might show Microsoft
Word Document, AutoCAD Drawing,
and so on. You can edit the options and table cells in the same way as
for SolidWorks documents. In addition, you can specify attachments to
documents in the vault.
To specify a reference to a
document in the vault for a non-SolidWorks document:
Click Attach to another document 
.
In the
Select A
Document To Attach To dialog box, browse to a document, then click
OK.
Find and include associated
Drawings.
Find drawings associated with the document being checked in and add the
drawings to the Document list.
You can search the complete SolidWorks search path, a specified folder,
or both. SolidWorks Workgroup PDM reports the number of drawings found.
(May cause slower performance.)
To include drawings every
time you check in documents, select Include
drawings under Command
Defaults, Check
in in the Options
dialog box. This causes the SolidWorks search path to be searched as the
Check In Document dialog box opens.
From the dialog box, you can continue to search specified folders.
SolidWorks
Simulation. Find SolidWorks Simulation analysis results. SolidWorks
Simulation file paths are identified in the SolidWorks document.
To include SolidWorks Simulation
analysis results every time you check in documents, select Include
SolidWorks Simulation results under Command
Defaults, Check in in
the Options
dialog box.
Output To File
Click to output
the document information to file.