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Template Files

You can handle company template files through the Workgroup PDM vault. Add templates to the vault only if they need revision control. Users must copy the template files to their local workspace.

To maintain templates:

  1. In the VaultAdmin, create a project to hold the templates (Templates, for example).
  2. Assign write access to the person maintaining the templates and read access to everyone using the templates.
  3. Check in the templates to the Template project.
  4. Users copy the templates using Workgroup PDM Open Document.

    Users should periodically check the local view to be sure their local copies are equal to the versions in the vault.



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Web Help Content Version: SOLIDWORKS 2013 SP05

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