Get Local Copy and Open Document
When checking out a document, you can:
Edit cells,
a group of cells, or a column in the table of documents and their properties
Get a local copy and optionally take ownership,
open the document, or both
To check out a document:
In the vault view:
In the SolidWorks client, right-click a document
and select Open / Check Out Document.
In the SolidWorks Explorer client, select
a document and click Open or Checkout
document
on the Mini Toolbar.
Edit the properties in the dialog box as described
below, then click Open / Check Out.
Global Options
Get
references. If you check out references along with the main document,
choose that they be As built (the
revisions of the references when the parent was last built) or Latest
revisions.
Open
now. Opens the main document in its associated application. To
open a document, you must get a local copy.
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 out, then select
options and edit cells.
To select all documents:
Click the Options
header.
To clear all documents
Clear Get
local copy.
The check boxes in the left-most column of
the table are cleared.
To select or clear documents
individually:
Select or
clear the check box in the row with the document name.
Options for Individual Documents
Get
local copy? Fetches a copy of the document from the vault to your
local workspace.
Take
ownership?
Gives you exclusive right to create the
next revision of the document. Select this option to get the document
for editing. See Change Ownership.
Icons in the Options
column include:
To specify options for all documents:
Click the
Options header.
Select
or clear Take ownership.
The icons for all documents become active
or inactive.
To specify options for individual documents:
Click the icon in the row of any document
selected for check-out.
Editing column data
For the selected documents, you
edit column data.
Project
is read-only. If a user other than you is listed under Owner,
you cannot take ownership.
When checking a document out,
you can:
Browse
to select a folder for Save in Folder.
When more
than one Revision is available,
choose the revision to check out from the list.
When
checking a document in, you can:
Type a
Number,
Description, or Note.
Choose
the Revision to check in from
the list.
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, for example).
For a single cell, you can
also edit the cell in place rather than in the column control box.
Click Apply.
Right-click a column header
and select Find/Select
to search within column categories.
Output to File
To save the information in the table to a file, click Output
to File.