The fourth dialog box is for managing PDM documents.

 

In a SOLIDWORKS Enterprise PDM environment,certain utilities allow you to copy or duplicate projects, which requires document management in relation to the PDM vault. Here, you specify what the tool should do.

  • Extract documents: Selecting a folder or multiple files from a PDM repository will result in the files being extracted before they are processed by the tool.
  • Archive documents after processing: Once the tool has completed the requested processing, the files will be archived in the PDM vault.
  • Replace version ...: A useful option since version 2017.
  • Add an archiving comment: When archiving PDM documents, after the tool has processed them, you can add a comment directly in this text field. Example: BatchProperties - This indicates that the archiving is performed using the BatchProperties tool.
  • Clear the cache at the end of processing: Once the files selected in the PDM vault have been processed by the tool, you can automatically clear the local cache.

If the myPDMtools suite of tools has not yet been registered, you can do so by clicking the "Register myPDMtools" button; a dialog box will then appear.