Hide Table of Contents

Creating Files from Templates (For SOLIDWORKS PDM Professional only)

You can create new files and folders in the vault based on preconfigured file and folder templates.

To create a file based on a template:

  1. Right-click in the vault and click New.
    The list contains all preconfigured file and folder templates you are authorized to use.
  2. Select a template.
    The data card for the file or folder is displayed if Show file data card when file is created is specified for this template. Most of the data card is filled in automatically using information from the project you selected.
  3. Verify or add information to the data card.
  4. Save data card changes by clicking Store data in card (Data Card toolbar).
  5. Create the file or folder.
  6. Check in the file or folder to add it to the vault.

Provide feedback on this topic

SOLIDWORKS welcomes your feedback concerning the presentation, accuracy, and thoroughness of the documentation. Use the form below to send your comments and suggestions about this topic directly to our documentation team. The documentation team cannot answer technical support questions. Click here for information about technical support.

* Required

Subject:   Feedback on Help Topics
Page:   Creating Files from Templates (For SOLIDWORKS PDM Professional only)
*   I acknowledge I have read and I hereby accept the privacy policy under which my Personal Data will be used by Dassault Systèmes

Print Topic

Select the scope of content to print:


We have detected you are using a browser version older than Internet Explorer 7. For optimized display, we suggest upgrading your browser to Internet Explorer 7 or newer.

 Never show this message again

Web Help Content Version: SOLIDWORKS PDM 2017 SP05

To disable Web help from within SOLIDWORKS and use local help instead, click Help > Use SOLIDWORKS Web Help.

To report problems encountered with the Web help interface and search, contact your local support representative. To provide feedback on individual help topics, use the “Feedback on this topic” link on the individual topic page.