1. With a PDF document, two options are available; you can:



  • Or request that the existing files be generated.

          

File names can then be configured using, for example, PDM variables; you can find more information in the "Field Type" chapter.

With this option:

The icon of the files that can be generated will be

The icon for files that cannot be generated will be


In this example, we'll keep the source file name.


  • Either retrieve existing PDF files (generated using a DocPublication task,for example):

  

 


In this case, you must specify the names and locations of the PDF files to search for.

These two parameters can be configured using PDM variables ( Field Type)

With this option:

The icon of the recovered PDF files will be  

The icon for PDF files that cannot be generated will be  

The icon for PDF files not found will be  


The result will be a PDF bundle containing all the files from the various groups.


2. When using a batch in "Create a Folder" mode, additional options become available:


   

 

  • An additional option allows you to retrieve the source files in the format used in PDM

  For example, you can export files directly in DWG format from PDM


  • An additional option allows you to choose the export format for SOLIDWORKS files


Since the package will be created as a folder, it is possible to generate files in various export formats; these formats are automatically updated based on the contents of the folders. For example, 3D part files can be exported in the following formats:


  


Additionally, it will not be possible to add incompatible files to a group for which the format cannot be generated.

For example, it is not possible to add SOLIDWORKS assembly files to a parameterized group for a DXF export.


 


The option Merge all PDFs of the group into one file is only available with the PDF export format.


With this option:

The icon of the miscellaneous files to be generated will be

The icon for miscellaneous files not found will be


This makes it possible to configure each group individually; for example:


Sheet metal parts can be exported in DXF format, drawings in PDF format, and other SOLIDWORKS 3D files in SAT format.