Checking out a file gives you exclusive right to edit it until you check it back in. Other users can open the file for
viewing and copying but cannot change it.
To display the dialog box, select the files or folders to check out and click .
File List
To display hidden columns in the Files to check out table, right-click any column heading and select hidden columns. Right-click selected columns to hide columns.
| File name |
Selected files and files referenced by them. For assemblies, the list can include drawings, parts, subassemblies, and SolidWorks Simulation files.
The related drawings can be in the current folder or in a folder elsewhere in the vault. By default, Enterprise PDM checks the entire vault for related drawings. The scope of the search depends on administrative settings.
|
| Result |
Result of check-out validation:
- The file is available for check out if the column shows
 OK.
- The file is not available for check out if the column shows:
 File is checked out
No Checkout Rights
To quickly locate files with warnings or errors, click Ctrl + the up-arrow or down-arrow on the numeric keypad.
|
| Check out |
Lets you select files for check out. Retrieves latest versions of selected files. When a file is selected for check out, the corresponding Get check box is always selected. |
| Get |
Retrieves read-only copies of the latest versions. Clearing both Check Out
and Get leaves the local file unchanged (as though you had not selected it for this operation).
|
| Local ver. |
The first number is the local (cached) version, or a hyphen (-) if locally modified.
The second number is the latest version in the vault. For example, 4/6 means version 4 of 6. |
| Checked out by |
User who has the file checked out, or blank if not checked out. If you mouse over a user name, a pop-up window displays user information such as log in status and files checked out, and provides a link so that you can email the user.
|
| Checked out in |
Computer and local folder where the file is checked out, or blank if not checked out. |
| Referenced as |
Specifies how a parent file references a child file: full path, relative path, or file name only. Enterprise PDM looks for references without full path names in the location specified for the parent.
|
| Found in |
Vault folder containing the file. |
| State |
Workflow state of the file, for example, Submit for Approval or No Approval Required. |
Shortcut Menu Options
Right-click in the file list to access these menu options:
| Columns |
Lets you add or remove columns. |
| Select All |
Selects all files, so that you can check or clear the Get column. |
| Select Files |
Lets you use wildcards to select a group of files. You can then use a single keystroke to check or clear the files in the Get column. |
| Show Tree Lines |
Adds tree lines to the File Name column. |
| Check Out All Files |
Selects all files in the Check Out column. |
| Get All Files |
Selects all files in the Get column. |
| Open File List |
Opens a list of the files in Microsoft Excel. |
| Save File List |
Lets you save the file list as a comma-separated .txt file. |