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 .
Toolbar Buttons
Some commands accessed from toolbar buttons are also available on the shortcut menu.
File List
To change the columns that are displayed, right-click any column heading and select columns to display them or clear columns to hide them. You can add up to 10 columns based on Enterprise PDM variables by clicking More and choosing variables from the Choose Columns dialog box.
Drag a column head to change the position of a column.
| File name |
Displays 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 |
Displays the 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, use the Next Warning  and Previous Warning  toolbar buttons or 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 |
Shows users who have files checked out. If you hover over a user name, a pop-up window displays user information such as log in status, number of files checked out, and a link to 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 |
Lists column heads so you can display or hide columns. Currently displayed columns are indicated by a check mark.
Click More to open the Choose Columns dialog box, where you can add up to 10 additional columns by selecting Enterprise PDM variables on which to base column heads.
|
| Show Reference Selection Controls |
For files with references (such as assemblies with parts), turns on a second check box to the right of parent files. Use the left check box to select or clear only the parent file.
Use the right check box to select or clear the parent file and all of its references.
If all check boxes are not in the same state, the added check box displays  .
|
| Select All |
Selects all files, so that you can check or clear the the Check out or Get column. |
| Select Files |
Displays a dialog box where you can specify wildcards to select a group of files. You can then use a single keystroke to check or clear the files in the Check out or Get columns. |
| 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 |
Saves the file list as a comma-separated .txt file. |