To create an externalization, simply run the tool on a SOLIDWORKS document from the PDM Explorer:


 


The PDMOutsourcing window will then appear:


 


Here is the location specified in the PDM options:



If the administrator has enabled this feature, you can select the export type:


 


The user can also automatically add the project drawings:


 


Warning: PDMOutsourcing retrieves child documents, except for drawings


You can find a document using the search tool and the arrows to navigate through the results (this is a "contains" search, and the Cass field is not taken into account):


 


These options allow to group or develop everything:


 


Using these buttons, you can also select or deselect all items:


 


The columns display various details about outsourced documents, such as the name, type, extraction information, locations, status, destination paths, and finally a comment specific to PDMOutsourcing:

 

To manually mark a document as read-only, the user simply needs to uncheck it; the document's children will automatically be unchecked and thus become read-only:


 


At the bottom of the tool window, you'll find the number of documents to copy by type:


 

Documents of type Other (PDF, Word...) are represented by this icon


When you click "Outsource," if a folder already exists at the specified location, a message will prompt you to automatically increment the folder name: