Working with a Vault in SolidWorks

Learn to check files in and out of a vault, work with file revisions and properties, and more.

Topics in this section

Refresh a File in SolidWorks
Use the Refresh Revision feature to update your local copy of a file with the latest revision from the vault.
About Checking out SolidWorks Files
Check out SolidWorks files so you can work with and make changes to them.
Check out SolidWorks Files
Do a quick check out or get a particular revision of files.
Undo Checkout of SolidWorks Files
Undo the checkout of a file to discard changes.
Open or Place a File from Vault in SolidWorks
You can open any SolidWorks file stored in a Vault or place a file that is stored in the Vault into the current model.
Open Files Selectively in SolidWorks
For large assemblies, use the Open Files Selectively feature to improve performance.
Get Latest Item or File Properties in SolidWorks
You can map Autodesk Vault item or file properties to CAD data in Autodesk Vault.
View the Version History of a Part in SolidWorks
The Details dialog box summarizes the versions of the selected part stored in the Vault.
Revise a File in SolidWorks
Use Revise to create a new revision of a file.
Change a State in SolidWorks
Change State enables you to modify a file or group of files’ lifecycle state to enforce certain process behaviors.
Browse the Workspace in SolidWorks
Browse the workspace containing the current model in SolidWorks.
About Batch Plotting in SolidWorks
The batch plotting utility enables you to plot directly from a Vault.
Batch Plot Files in SolidWorks
Use the Plot Manager to batch plot files.
File Number Generation in SolidWorks
Automatic file numbers enable you to organize your files with systematic naming schemes.
Generate a File Number in SolidWorks
Use Save As to generate a file number in SolidWorks.
Manage Ownership in SolidWorks
With Workgroup Replication enabled, you can manage ownership of a file from within SolidWorks.
Use Visualization Files with Solidworks
Set Template for 2D DWF Creation in SolidWorks
Set one or more default templates used for 2D DWF creation on check in, via job processor and Autoloader for SolidWorks, based on specific drawing sheet sizes.
Optimize DWF Publishing in SolidWorks
Change the default settings in PublishDWFOptions.xml to change the quality of DWF files you create.
Use Solidworks Configuration Files
Use SolidWorks configuration files with Vault, including bill of material assignment and item property mapping, to construct an accurate EBOM from SolidWorks models.

Parent topic: Vault Add-In for SolidWorks