Notes These enhancements apply to: SOLIDWORKS Design Standard/Professional/Premium/Ultimate SOLIDWORKS Design Standard/Professional/Premium/Ultimate with Cloud Services For guidance on how to set up and use the SOLIDWORKS AI Virtual Companions, check out the Getting Started Guide. Our FavoritesTake greater control over AI-powered automatic drawing generation through natural language text prompts Convert STEP and IGES models into full feature-based SOLIDWORKS models with the power of AI Gain

As an administrator of your company's 3DEXPERIENCE platform, you may need to help install an application on your own or another user's computer. Depending on the Roles your company owns, the application and requirements may differ. Use this page to see how to install the SOLIDWORKS Design (Named-User License) Application from the 3DEXPERIENCE platform. Use this page if you already have SOLIDWORKS Design (Device-Locked License) installed, and need to install the Design with SOLIDWORKS app

As a SOLIDWORKS user setting up the 3DEXPERIENCE platform for the first time, you will automatically be assigned as a platform administrator. If you have been invited to the 3DEXPERIENCE platform by another user (administrator), then you will automatically be assigned as a member. As an Administrator: You are responsible for inviting other members and assigning roles and applications You are responsible for platform setup and ongoing administration You can also use the platform as a member As

Thanks to all the many SOLIDWORKS users asking for this, with the R26xFD02 update of April 2026, you can now: "Organize media in comments & messages - make comments more expressive and efficient by embedding images and media inline, where they matter most." The official release statement is here: Organize media in Comments & Messages Check it out: Tip: if you want a line of text, then media, then more text, etc try using the shift+enter key shortcut. All the R26xFD02 updates are here in this

Released today, SOLIDWORKS 2026 FD02/SP2.1 is now available. And, as of 📌Thursday, April 30 at 11AM ET, SOLIDWORKS Delivery Day will be as well! In our newest SOLIDWORKS Delivery Day episode, we walk through 10+ of our favorite enhancements in this latest release, including: • AI-powered Virtual Companions that help you understand design intent and downstream impact, • Real-time Performance Assistants to catch and resolve issues before they slow you down, • Direct access to your team’s

In this page, you will learn how to access and utilize the SOLIDWORKS AI Virtual Companions. Virtual Companions embed intelligence directly into your SOLIDWORKS Design session, guiding ideas, taking action, fixing issues, and helping you make decisions across design, simulation, and manufacturing. These Virtual Companions function as intelligent assistants that understand your design intent, automate routine operations, and provide predictive insights to keep your design projects on schedule

Welcome to Getting Started with SOLIDWORKS + 3DEXPERIENCE This guide is designed to help SOLIDWORKS users get started with the 3DEXPERIENCE platform and other SOLIDWORKS roles and applications. If you are looking to take advantage of benefits such as sharing SOLIDWORKS designs with clients or suppliers, utilizing SOLIDWORKS AI virtual companions to aid with complex problem-solving, storing your SOLIDWORKS data in a central, secure repository that enables design collaboration, then the Getting

Form, figure, or shape of anything... Aakruti Apply your engineering skills to solve real problems and win top prizes.Students:You study engineering to solve difficult problems. The AIC (AAKRUTI Innovation Competition) 2026 gives you a direct path to apply your classroom knowledge to actual industry challenges. It’s an excellent opportunity to test your abilities and prove your technical expertise. This event focuses on the future of manufacturing, sustainability and autonomous systems. We

Does PLM drive better outcomes in new product development? SOLIDWORKS invites you to participate in a study by research firm Tech-Clarity on using PLM to support new product development across engineering and product development teams. Please take 10 minutes to fill out this short survey. As a thank you, we will send you a copy of the report summarizing the findings. Tech-Clarity will also randomly select 20 eligible* respondents to receive a $25 Amazon gift card. Take the survey now to share

SOLIDWORKSPortfolioUpdate R2026x FD02 The SOLIDWORKS team is excited to announce the upcoming release of the SOLIDWORKS roles. The R2026x FD02 release, scheduled for Saturday, April 25th, 2026, features significant enhancements that help customers simplify workflows and improve productivity. What's New in SOLIDWORKS - R2026x FD02 (April 25, 2026) To learn more about the enhancements in R2026x FD02, check out the video-rich What’s New in SOLIDWORKS wiki.

What's New in SOLIDWORKS - R2026x FD01 (Feb 7, 2026)

What's New in SOLIDWORKS - R2026x FD02 (April 25, 2026)

The following enhancements apply to SOLIDWORKS Simulation Designer, SOLIDWORKS Simulation Engineer, and SOLIDWORKS Simulation Analyst. User Experience Selection Sets Speed up the definition of operating conditions by saving and reusing selections of multiple faces, including the rapid selection of all faces on partitioned geometry. Eliminate repetitive manual selection when applying the same geometric supports across multiple load cases or studies. Results Results Communication and

Introducing the New SOLIDWORKS Simulation CFD Engineer Role SOLIDWORKS Simulation CFD Engineer delivers advanced flow simulation technology, collaboration tools, platform storage, and access to training materials, enabling you to design with confidence. Fluid flow has a major impact on product performance across many industries. At the same time, customer expectations are increasing, pushing engineers to deliver innovative solutions while meeting strict performance targets. SOLIDWORKS Simulation

Fabrication and Machining NC Knowledge Manager Update existing knowledge work cells instead of creating new ones from scratch, reducing setup time and improving reuse across machining programs. This release also adds a new Display and Manage Custom Commands command and expanded information in reuse feature recognition — giving you more control over how NC knowledge is captured, managed, and applied. Applies to SOLIDWORKS Milling Professional, Turning Professional, and Milling + Turning Premium

Project Management "Contributes To" for Project Planning TasksLink documents, issues, and physical products directly to a task using the new Contributes To field. Connecting related objects to tasks gives project teams clearer visibility into dependencies and keeps all relevant work in one place. Bookmark for File Upload in Multi-Edit ModeAssign the upload destination bookmark to multiple tasks at once instead of updating them one by one. The Bookmark for File Upload option — which

Analysis and Authentication ImprovementsTwo-Factor Authentication SupportUse the 3DEXPERIENCE Transition Assistant with two-factor authentication enabled. Previously, 2FA had to be disabled to use the tool; that requirement is now removed. Improved Analysis Result ViewGet a clearer picture of migration issues with a new Files tab that shows one line per file alongside the existing Errors and Warnings tab. The expanded summary at the bottom now also shows the count of each SOLIDWORKS file type

The following enhancements apply to DraftSight applications with a named-user license and a device term license, unless stated otherwise. Collaboration and Data ManagementPLM Drawing Attributes in Drawing Properties View and manage PLM metadata directly in the Drawing Properties dialog without leaving DraftSight. The new PLM Drawing Attributes option keeps designers in their 2D drafting environment, reducing context switching and ensuring data integrity across the 3DEXPERIENCE platform.

User ExperienceVisualization Options for Motion Animation Replay Control the visibility of motion simulation elements — including markers, joints, drivers, machine elements, applied loads, probes, 3D contacts, and mass properties — directly during animation replay. Enable or disable any combination without re-running the simulation.

User ExperienceManage, Organize, and Browse Your Data with Content ExplorerOrganize and access your design files more easily with direct integration with Content Explorer. When you open or save content in xDesign, you are now prompted to browse or store your files in Content Explorer, providing a centralized place to manage, organize, and find your data quickly. Part and Assembly DesignUse Custom Fonts in Sketch TextCreate text that fits your design and manufacturing needs by importing your

Electrical Design and Data ManagementSkip Empty Data Propagation Prevent data loss during automated propagation by enabling the new Skip Empty option in propagation rules. When a source value is blank — such as a wire address that has not been assigned — propagation skips that value and leaves the existing destination data untouched, eliminating manual cleanup and protecting valid data across large, complex projects. Component Mark Assignment PriorityControl which symbol drives the component

"It's 2026, and you're still 𝐥𝐞𝐚𝐫𝐧𝐢𝐧𝐠 𝐒𝐎𝐋𝐈𝐃𝐖𝐎𝐑𝐊𝐒 𝐭𝐡𝐞 𝐨𝐥𝐝 𝐰𝐚𝐲!" ...That's a stance to take, for sure. ...But what about these scorching hot takes? 🔥Some of the best SOLIDWORKS knowledge is hiding in documents most users never read. 🔥Your next SOLIDWORKS mentor might be AI. 🔥You have the engineering wisdom of thousands of support cases, and you aren't using it! https://www.youtube.com/watch?v=L9nAv_RdVHw Join ELITE Applications Engineer and SOLIDWORKS Champion @DP as he makes his case to

Best Practice InformationDomain and Role/ProductSOLIDWORKS Design Collaborative Designer for SOLIDWORKS SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List belowIntroduction to Using SOLIDWORKS Configurations With 3DEXPERIENCEData Model and Identifiers in the 3DEXPERIENCE PlatformUpdate SOLIDWORKS Files for Compatibility with the 3DEXPERIENCE Platform Working with Existing SOLIDWORKS FilesRecommended Strategies for Working With Part and

Best Practice InformationDomain and Role/ProductSOLIDWORKS Design Collaborative Designer for SOLIDWORKS SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!Data Preparation and Setup Recommended Platform Settings Save Options Configuration Mapping Attribute Mapping Design Template Toolbox Management Revision History Rev #DateDescription1.0September 2023Document Published2.0November 2023Document Updated- section

Best Practice InformationDomain and Role/ProductSOLIDWORKS Design SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!Optimal Hardware for Efficient Modeling and Drafting System option settings 3DExperience Integration Several Option settings for optimal performance Revision HistoryRev #DateDescription1.0 Nov 2023 New document created 2.0May 2025 Document formatted for 3DSwym3.1 November 2025 Updated product naming 中文 ;

Best Practice Information Domain and Role/Product SOLIDWORKS Design SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!Structure of a Drawing Document Upgrade Old Templates to Maximize Efficiency Use of Custom Properties in Drawings Table Templates Use Batch Processing Tools for Repetitive Tasks Drawing Opening Modes Controlling Drawing Updates View Palette and Potential Impact on Update Time Types of Drawing Views and

Best Practice Information Domain and Role/Product SOLIDWORKS Design SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!Tailoring the SOLIDWORKS user interface for maximum performance Best practices for Sketching Best practices for part and assembly modelling Revision History Rev #DateDescription1.0Mar 2023Document created.2.0May 2025Document formatted for 3DSwym2.1 November 2025 Updated product naming 中文 ; Deutsch ;

Best Practice InformationDomain and Role/ProductSOLIDWORKS Design SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!Overview and Benefits of CAD Administration Assigning and Managing Licenses Deploying Installations Standardizing Workflows Enforcing Adherence to Standards Training Users Monitoring Usage Answering Questions from Users Updating Hardware Preparing for Upgrade Additional Resources Revision History Rev

Best Practice InformationDomain and Role/ProductSOLIDWORKS Design Collaborative Designer for SOLIDWORKS SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!Preparation and planning Saving to the 3DEXPERIENCE best practices File preparation Preparing for saveRecommended SOLIDWORKS system options Recommended platform settings Save to the 3DEXPERIENCE processPilot testing Interactive save Batch save Data validation

Best Practice Information Domain and Role/ProductSOLIDWORKS PDM What's Covered? - Jump to each section using the Contents List in the top right!Introduction to the SOLIDWORKS PDM API Common Pitfalls The Different Types of PDM Apps Available Through the SOLIDWORKS PDM API Add-In Development The SOLIDWORKS Task Add-In Script Developing Custom Task Add-Ins Add-In Issues and How to Resolve Them Useful Techniques of Exception and Error Logging PDM Pro Web API Service Revision HistoryRev

Best Practice InformationDomain and Role/ProductSOLIDWORKS Design SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!Working With 2D Files Viewing in eDrawings Editing With DraftSight Importing Into SOLIDWORKS 2D to 2D Import Process – The DXF/DWG Import Wizard 2D to 3D Import Process - Workflows for 3D Part Creation Using 3D DXF/DWG files Considerations Revision History Rev #DateDescription1.0Jan 2021Document created.1.2Apr

Best Practice InformationDomain and Role/ProductSOLIDWORKS PDM What's Covered? - Jump to each section using the Contents List in the top rightUnderstanding space requirements What is Cold Storage? Setting up Cold Storage What happens when you use Cold Storage? Working in a replicated environment Restoring files from Cold Storage Revision HistoryRev #DateDescription1.0Jan 2021Updated and revised for customer publication.1.1Jul 2024Document validated for the current release. No major changes

Best Practice InformationDomain and Role/ProductSOLIDWORKS Design SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!3D File Import Example Import Workflow Tips for Importing Geometry and Kernel Limitations Repair and Evaluation of Imported Files 3D Interconnect Importing Mesh Files Importing PMI Importing STEP, IGES, and ACIS Files Modification of Imported Geometry Simplification of Geometry Exporting Files Revision History

Best Practice InformationDomain and Role/Product SOLIDWORKS Simulation What's Covered? - Jump to each section using the Contents List in the top right!Introduction to Pumps Simplification Before Simulation Creating Rotation Regions Meshing Measuring Pump Performance Revision HistoryRev #DateDescription1.0August 2020Document created1.1August 2023Document verified for current release 2023 SP2.0 [日本語版は QA00000124002 からダウンロードできます。] Note All SolidPractices are written as guidelines. It is a

Best Practice InformationDomain and Role/ProductSOLIDWORKS Design SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!Units and Enforcing Standardization Templates Default Drawing Settings Default Display Elements Default Graphics Settings for Optimal Performance Preventing Local Users from Overriding and Making Changes to SOLIDWORKS Options and Settings SOLIDWORKS Toolbox SOLIDWORKS Logs File Management Important and

Best Practice Information Domain and Role/ProductSOLIDWORKS Design SOLIDWORKS Design with Cloud Services SOLIDWORKS PDM SOLIDWORKS Manage What's Covered? - Jump to each section using the Contents List in the top right! SOLIDWORKS Licensing Licensing Types Components of an SNL Environment SolidNetwork License Manager Licensing for SOLIDWORKS PDM and SOLIDWORKS Manage Global License Administration Revision History Rev #DateDescription1.0Dec 2020Revised for use by customers Reset as document

Best Practice Information Domain and Role/ProductSOLIDWORKS Design SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!Uninstalling the SOLIDWORKS software Deleting Specific Folders Deleting Registry Keys Deactivate the .NET Framework Software Uninstall the Bonjour Software Reactivate the .NET Framework Software Revision HistoryRev #DateDescription1.0July 2020Document created.1.1Sept 2022Document validated for 2022 SP3 with

Best Practice Information Domain and Role/Product SOLIDWORKS PDM What's Covered? - Jump to each section using the Contents List in the top right!Backup strategies for the database, archives, and more Set up a test environment for restore scenarios. Addressing inconsistencies while restoring non-synchronous server components. Revision History Rev #DateDescription1.0Apr 2020Document and screenshot minor changes. Revised for use by customers and reset as document version 1.01.1Apr 2022Minor

Best Practice Information Domain and Role/Product SOLIDWORKS PDM What's Covered? - Jump to each section using the Contents List in the top right!SOLIDWORKS PDM Architecture Installation and Configuration Investigating Performance Problems References Revision History Rev #DateDescription1.0Apr 2020Document updated for the latest software version. Revised for use by customers and reset as document version 1.01.1Nov 2022Document updated for SOLIDWORKS PDM 2023 SP0 Document renamed to

Best Practice Information Domain and Role/ProductSOLIDWORKS PDM What's Covered? Jump to each section using the Contents List in the top right!Prerequisites for multi-site implementations Installing SOLIDWORKS PDM in a replicated environment Using an archive server and database replication Troubleshooting slow system behaviour Revision HistoryRev #DateDescription1.0August 2019Updated and revised for use by customers. Reset as document version 1.0.1.1May 2021Updated document – added new

Best Practice InformationDomain and Role/Product SOLIDWORKS Simulation What's Covered? - Jump to each section using the Contents List in the top right!Fastener and Bolts Differences and Definitions Bolt Connections - Technical Definitions Automatic Conversion of Toolbox Fasteners to Bolt Connectors Tips and Best Practices Revision HistoryRev #DateDescription1.0Mar 2019Document created.1.1Mar 2021Document reviewed. Verified for current software release. Expanded the topic 6b ‘Von Mises

Best Practice InformationDomain and Role/ProductSOLIDWORKS Flow Simulation Electronics Cooling Module What's Covered? - Jump to each section using the Contents List in the top right!Fundamentals of Thermal Management SOLIDWORKS Flow Simulation Electronics Cooling Module Revision History Rev #DateDescription1.0April 2019Created document2.0April 2021Document verified for current software release & modified: new section added on ‘DTMs vs CTMs approach?’ and added detailed information about

Best Practice InformationDomain and Role/ProductSOLIDWORKS Design SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!Preliminary Considerations Permissions Considerations Licensing Upgrade Installation Files Preparing Client Machines for Upgrade Upgrading SOLIDWORKS Clients Testing Installations The Upgrade Process Revision History Rev #DateDescription1.0Jan 2019Revised for use by customers Reset as document version 1.0

Best Practice Information Domain and Role/ProductSOLIDWORKS Design SOLIDWORKS Design with Cloud Services What's Covered? - Jump to each section using the Contents List in the top right!Programming Best Practices Programming Type and Language Comparisons Macro Recorder SOLIDWORKS API Help The API Object Model API Usage Advice .Net Development Developing Add-ins Standalone App Development Interfaces for: Add-Ins Standalone Apps Revision History Rev #DateDescription1.0March 2020Document

Best Practice InformationDomain and Role/ProductSOLIDWORKS PLM 3D Product Architect What's Covered? - Jump to each section using the Contents List in the top right3D Product Architect Fundamentals Creating a digital mock-up Defining a product structure for a new design project Building a multi-CAD product structure Revision History Rev #DateDescription1.0Dec 2024Document created.2.0May 2025Document formatted for 3DSwym Note All SolidPractices are written as guidelines. It is a strong

Back to the 🏃‍♀️ 3DEXPERIENCE Works Adoption Guide home. Date Changes made 20 June 2024 The following Setup and Onboarding Essential Topics have been updated for 2024x FD03 SOLIDWORKS Setup and Configuration Basic SOLIDWORKS File Management Revision and Lifecycle Design Collaboration with External Stakeholders 09 November 2023 Updated Best Practices for Activation to become 7 Activation Best Practices You Can Implement TodayAdded numbers to sections Added a new section for sharing a

Introduction The previous sections of this wiki focused on establishing a robust and efficient process to meet your activation target and laying the foundation to adoption. This wiki section is about building on this foundation to nurture, retain and potentially grow your customer. 🗺️ Engagement Process Overview The purpose of an engagement strategy is to ensure client satisfaction, adoption, renewal, and potential expansion. We recommend having a clear process to engage with your customer at

Introduction Data migration is an important topic to discuss with any existing SOLIDWORKS customer adopting 3DEXPERIENCE. Migration of customer data to 3DEXPERIENCE should be treated as a separate activity to user onboarding, and must be planned and costed accordingly. In order to plan successfully, a thorough discussion must take place between partner and customer to ensure that the right strategy is put in place, and the right expectations set with both parties before any migration activities

Introduction One of the key reasons that businesses adopt 3DEXPERIENCE is the ability it offers to formally manage the design release and revise processes. Having formal processes in place helps all stakeholders keep track of change at all times, and in many industries is a legal requirement. Without having a controlled process in place for releasing and revising designs, businesses can run the risk of releasing an out of date design to market, or failing regulatory compliance. The Collaborative

Introduction The majority of customers no matter how large or small will have a need to share design content with an external stakeholder during the product development lifecycle. Scenarios can range from a single designer sharing SOLIDWORKS files with a toolmaker, to a larger organisation sending packages of release drawings to multiple suppliers. The 3DEXPERIENCE Platform provides a range of different solutions for sharing design content with external collaborators, each one with its own use

Introduction One of the key benefits of adopting 3DEXPERIENCE is that individual parts, assemblies, and drawings can be made to be clearly identifiable by all stakeholders. Implementing the right naming methodology for SOLIDWORKS content is important to ensure that not only a design team can easily identify items, but potentially other people within an organisation, and external collaborators too. 3DEXPERIENCE provides a scalable set of capabilities that define how items are named, and these

Introduction The 3DEXPERIENCE platform provides design teams with an inbuilt set of capabilities for managing both the revisions and the lifecycle of a design. The requirement to manage the lifecycle of a design in a controlled and efficient manner is typically one of the main reasons that a company chooses adopt 3DEXPERIENCE. Therefore, it’s important that the 3DEXPERIENCE environment is configured in the right way before any production work starts, in order to meet a client’s needs.

Introduction No matter whether a customer’s products consist of a small or high number of components, during the design process its common practice that multiple people or teams will be responsible for creating and modifying different aspects of the design, and often at the same time. For customers that need to work concurrently on the same design, 3DEXPERIENCE in combination with SOLIDWORKS provides a managed design environment that enables all stakeholders to keep track of who is working on

Introduction To guarantee successful adoption of 3DEXPERIENCE it’s important that SOLIDWORKS users can easily save, find and open their designs from day one. Most if not all will be currently using a folder structure to organize, their content whether it be in a Windows file system or another PDM solution. The 3DEXPERIENCE approach to organizing and consuming content is different. Instead of relying on folders, it’s based around leveraging the metadata related to items, and then using variety of

SOLIDWORKS Role Themed Dashboards Understanding how to easily navigate the 3DEXPERIENCE Platform in order to find and interact with SOLIDWORKS designs, is one of the most important areas for successful user adoption. Spending time on day one training new SOLIDWORKS users on how to create dashboards, navigate the compass, and adding apps, can add unnecessary overhead to the onboarding process. This will detract from users seeing the value of adopting 3DEXPERIENCE. Instead, when taking their first

Introduction Before saving any SOLIDWORKS files to 3DEXPERIENCE it is important that the SOLIDWORKS environment is configured to meet the customer’s requirements. A poorly configured environment can result in a customer experiencing unexpected or unintended behaviour when using SOLIDWORKS. This could result in increased technical support overhead for a partner, and an increased risk of the customer rejecting the solution. The following sections cover the key SOLIDWORKS configuration topics that

Introduction Deciding how SOLIDWORKS design content will be organized, who can access it and when, is an important part of preparing the 3DEXPERIENCE platform for a customer’s first design related activities. Controlling who in a company can access designs at different stages of the design process will ensure good governance by protecting intellectual property, and reduce or even eliminate the risk of the wrong version of a component being manufactured. This applies not only to large

Introduction Share and Markup provides SOLIDWORKS users with the ability to share their 3D designs with anyone, directly from SOLIDWORKS using the “Share a File” command on the Lifecycle and Collaboration tab. Note: This command is only available in SOLIDWORKS 2023 SP3 or later. Share a File is available to anyone using the Collaborative Designer for SOLIDWORKS and 3DEXPERIENCE SOLIDWORKS roles, however the recipient of a file does not require any 3DEXPERIENCE role or SOLIDWORKS license to

Customer Profile People & Organization Cross department collaboration Dedicated administrator End users will be trained on the configured platform Challenges Process specific admin and user training Controlled access to design data Track design changes and issues Formal design release process Adoption Strategy Customers with needs for formal processes are often larger organizations or strategic accounts and require sufficient testing, validation, and approval sometimes at multiple levels

Customer Profile People & Organization Challenges Desire to standardize on Revision and Naming Schemes. Need to manage design variations and progressions as well as understand the active status of every item. Occasionally Collaborate with External Stakeholders. No Formal Approval Processes or Data Migration requirements. Adoption Strategy Customers that land around this scenario you are likely the most familiar with as they are your typical SOLIDWORKS Customer using PDM Standard/Basic Pro

Customer Profile People & Organization Designers are responsible for configuring and learning new tools whist doing their day job Challenges Data storage and organization on the cloud with remote access capabilities New SOLIDWORKS Users Little to no data migration requirements Expect to be productive immediately Adoption Strategy Customers with basic needs are often smaller organizations that are able to make changes to their systems with little to no approval/validation process. This is a

In this section of the guide you will find detailed setup and onboarding recommendations for the following topics outlined in the customer scenarios. Sharing Designs with External Stakeholders (Share and Markup) Organizing and Controlling Access to SOLIDWORKS ContentSOLIDWORKS Set Up and Configuration Introducing the Platform User Interface to SOLIDWORKS Users Basic SOLIDWORKS File Management - Save, Find, and Open Concurrent Assembly Design Revision and Lifecycle Item Naming

Planning for Successful AdoptionThe importance of planning, and how to approach it to ensure success Customer ScenariosThree typical customer scenarios that cover Store, Revise, Manage, and Control, with recommendations Setup and Onboarding - Essential TopicsEssential topics to cover for the Collaborative Industry Innovator and Collaborative Designer for SOLIDWORKS/3DEXPERIENCE SOLIDWORKS roles, with technical best practices and recommendations for each

Introduction To avoid the negative business effects mentioned in Planning for Successful Adoption, all outcomes and expectations should be clearly documented and agreed upon with all involved parties. Before any post-sales implementation work there should be an internal handoff meeting (See the 🤝 Smooth handover from Sales to CSM section in 1. Pre-Sales - Preparing for Adoption for more details). Use the Outcomes and Measures of Success Template to document learnings in the sales process and