| Check out |
Checks out the file for editing. For folders, lets you select files for check out. |
| Check in |
Checks in the file so that others can edit it. For folders, lets you select files for check in. |
| Get Latest Version |
Copies the latest version of the file from the archive server to your vault. For folders, lets you select files to get. |
| Undo Check out |
Cancels a checkout without saving changes. For folders, lets you select files whose checkout you want to cancel. |
| History |
Files only. Opens the History dialog box, which shows the version history of the selected file.
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| Change State |
Applies selected state transition to file. State transitions are defined in the current workflow layout, for example, Submit for Approval or No Approval Required. For folders, lets you select files to transition. |
| Change Category |
Admin login can change a category of a checked in file. |
| Notify |
Sets up notifications. For folders, lets you select files about which to send notifications. |
| Tasks (SOLIDWORKS PDM Professional only) |
Invokes tasks set up by your administrator. |
| Cut |
Lets you move the selected file in the vault by cutting it from one folder and using Paste or Paste Shared to paste it to another folder. The file remains in the original folder until it is pasted to another folder.
The move is stored with the file's history.
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| Copy |
Copies the latest version of the file from the vault. Changes being made to a file checked out by another user are not included in the copy.
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| Paste Options |
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Paste
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When the paste buffer contains a file that has been cut, Paste moves the file to the paste location. When the file has been copied, Paste creates a copy in the new location and checks it out to you.
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Paste Shared (SOLIDWORKS PDM Professional only)
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When a folder is selected, creates a shared copy of the pasted files in the folder. Changes to a shared copy affect all other instances.
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Paste as Reference
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When a checked out file is selected, adds the pasted files as references. You can remove the pasted references by using the Edit user-defined references option on the Contains or Where Used tabs.
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| Delete |
Moves the selected file to the SOLIDWORKS PDM recycle bin. The Confirm File Delete dialog box displays a warning if the file is referenced by other files.
To delete a file, you must have delete permission for the folder and workflow state the file is in.
Users with permission to recover files from the recycle bin can recover the file from the Deleted Files tab of the folder's Properties dialog box.
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| Rename |
Selects the file name so you can change it. If the renamed file is referenced by other files, the new name is recognized.
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| Properties |
Reports the properties of the selected file vault view or folder in SOLIDWORKS PDM. |