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Command Defaults

The defaults apply to the specified dialog boxes.

Check in

Retain ownership Keep ownership of the files being checked in.
Delete local copies Delete copies of the files from the local directory when files are checked in to the vault.
Local copies of documents that are open in applications other than SOLIDWORKS are not deleted.
Working copy default Set the revision to a working copy of the current revision so the revision number is not bumped. Working copy capability is enabled by the vault administrator on the Revision Scheme tab of VaultAdmin.
Take ownership automatically Automatically take ownership of any unowned documents when you select references.
Include drawings Find all drawings associated with the documents being checked in and add them to the document list for every check in. The operation searches the SOLIDWORKS search path and can take a long time. Searches of shared folders can also slow performance appreciably. You can optionally clear this option and include drawings as needed on each check in from the Check In Document dialog box, which allows you to choose the search path and limit demand on search resources.
When this option is checked, a list of the paths that are being searched is displayed in a progress dialog. You can stop the search if it is taking too long.
This option supersedes the Include SOLIDWORKS File Locations > Referenced Document folders option on the References/Where Used tab.

Click Customize search locations to open the Customize search locations for drawings dialog box, where you can customize how Workgroup PDM searches for drawings in the Check In dialog box.

Include SOLIDWORKS Simulation results Find SOLIDWORKS Simulation analysis results files associated with documents being checked in and add them to the document list for every check in. SOLIDWORKS Simulation provides information on results files in SOLIDWORKS documents. You can optionally clear this option and include SOLIDWORKS Simulation results as needed on each check in from the Check In Document dialog box.

Check out / Open

Select all references All references are selected when you choose a document to check out or open. You can clear the references in the dialog box.
Include drawings Find all drawings in the vault associated with the documents being checked out and add them to the document list. (May cause slower performance.)
Include attachments All attachments are selected when you choose a document to check out or open.
Retrieve references When you open a document, references can be opened either at the revision level they were when the parent document was checked in (As built), or at the revision level at which they currently exist (Latest revisions).

Change ownership

Show dialog when item has children Displays a dialog box when you change ownership on a document with children. The dialog box controls whether to change ownership of child documents at the same time as the parent. No dialog box appears if only a single document is affected.
To temporarily override the default setting, press Ctrl while right-clicking and selecting an ownership change command.


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