Setup Required for Share and Markup

Learn the simple setup tasks you must complete before sharing your designs in SOLIDWORKS.

What is covered?

• Share and Markup in SOLIDWORKS: This section explains how to use the share and markup features and provides troubleshooting tips for common issues. [00:13]
• Platform Management Dashboard: The video discusses the platform management dashboard, which allows administrators to manage platform settings and user access. [00:36]
• 3DEXPERIENCE Drive for Windows: This part covers the 3DEXPERIENCE Drive for Windows app, which allows users to sync local files with the platform for easier sharing and collaboration. [00:59]

Step-by-Step Instructions (AI-generated from video transcript):

Based on the video at https://youtu.be/nGMuJAa0GP0, here are the step-by-step instructions for using the Share and Markup feature in SOLIDWORKS and how to troubleshoot common issues:

Part 1: Preparing for Share and Markup in SOLIDWORKS

1. Installation and Version Check: First, ensure you have the Design with SOLIDWORKS app installed and are using SOLIDWORKS 2023 SP3 or a later version.
2. Enable Share with External: If you encounter a "Share with external not enabled" error, you need to enable this feature in the Platform Management dashboard.
3. Enable Shareable Link: From the Platform Management dashboard, navigate to the Content tab, then Drives Control Center, and enable the "Enable sharable link" option under Share with External.
4. Enable Comments (Optional): While in the same settings, it is recommended to also turn on "Enable comments" to allow for collaborative feedback on shared files.

Part 2: Install the 3DEXPERIENCE Drive for Windows App (Optional)

1. Install the 3DEXPERIENCE Drive for Windows App (Optional): For easier file sharing and collaboration, you can install the optional 3DEXPERIENCE Drive for Windows app. This desktop client syncs a local folder with your online 3D Drive.

How to Use Share and Markup

Learn how to share your SOLIDWORKS designs, and how anyone can view and markup the design in 3D using a web browser

What is covered?

• 3DXML Format: The video explains the 3DXML format, noting that it allows for quick loading while maintaining exact 3D geometry. [00:26]
• Sharing Using a Link: It shows how to copy a link to a document for wide-open access. [00:43]
• Restrict Sharing to Specific Users: A detailed guide on the process of sharing a file with others. [01:16]
• View Mode Tool: This section demonstrates the View Mode tool, including how to toggle perspective. [01:31]
  • Explode Tool: The video shows the Explode tool, which automatically separates parts to visualize how they fit together. [01:41]
  • Measure Tool: A demonstration of the Measure tool, which allows you to mark dimensions with special flags for instant comments. [01:49]
  • Annotations and Text Markup: This part covers how to use annotations and text to mark up a design. [02:14]
  • Sharing Markups as a Comment: The video shows how to capture all your markups and share them as a single comment. [02:26]
• Annotation Tool Guide: A step-by-step guide on using the annotation tool to cycle through different views. [02:51]
• SLD PRT and Drawing File Formats: It briefly mentions the use of SLD PRT, DXF, and DWG file formats. [03:26]

Step-by-Step Instructions (AI-generated from video transcript):

Based on the video at https://youtu.be/QkZgDoz-aEA, here are the step-by-step instructions for sharing and marking up a file in SOLIDWORKS cloud services.

Part 1: Sharing a File

1. Open the file you want to share in SOLIDWORKS.
2. Click on the Lifecycle and Collaboration tab.
3. Select the "Share a file" button.
4. Choose the file format you want to share. The video shows an example using the 3DXML format.
5. Click "Share" to begin the process.
6. To grant access, you can either copy the link to the file to provide wide-open access or restrict it to specific people.

Part 2: Viewing and Marking up a File

1. The recipient must open the shared link in a web browser.
2. Use the View Mode tool to change the model's appearance or toggle perspective.
3. The Explode tool can be used to automatically separate parts and visualize how they fit together.
4. Use the Measure tool to take measurements and add dimensions with special flags.
5. Use the Annotation and Text tools to mark up the design with comments.
6. Once you are done, all markups can be captured and shared as a comment.

Part 3: Downloading a File

1. The recipient can download the file by clicking the download button. The video notes that for SOLIDWORKS files, whatever file format you choose to share (SLDPRT, DXF, and DWG formats) is the format that the shared user will be able to download.

Take Share and Markup Further

Learn how to manage access to your SOLIDWORKS designs and securely share them inside or outside your company.

What is covered?

• Share File Tool: This section introduces the tool and provides tips on how to update an existing shared link to maintain comment history. [00:15]
• 3D Drive Panel: It explains how to access and use the 3D Drive panel where shared files are stored. It also demonstrates how to grant and revoke access for other users. [00:49]
• Native SOLIDWORKS Format: The video provides instructions on how to share an assembly in its native SOLIDWORKS format using the Pack and Go tool. [01:40]
• Sharing with External and Internal Members: This segment details the process of sharing files both externally and internally. [02:10]
• 3D Drive App: This part highlights the functionality of the 3D Drive app, noting that it can be accessed from any web browser and added to a dashboard. [02:54]

Step-by-Step Instructions (AI-generated from video transcript):

Based on the video at https://youtu.be/perZw4N01mY, here are the step-by-step instructions for using the Share File tool and the 3D Drive panel in SOLIDWORKS Design :

Part 1: Using the Share File Tool

1. Update an Existing Link: When a design is modified, you have the option to update an existing shared link or create a new one. Updating the link is recommended as it maintains the comment history from the original link.
2. Share in Native SOLIDWORKS Format: You can use the Pack and Go tool to share an assembly in its native SOLIDWORKS format.

Part 2: Managing Files on the 3D Drive Panel

1. Access the Panel: The 3D Drive panel can be accessed from the Task Pane within SOLIDWORKS. This is where your shared files are stored.
2. Give and Revoke Access: From this panel, you can grant access to additional people to view and collaborate on a file, and you can also revoke their access at any time.

Part 3: Sharing with External and Internal Members

1. External Sharing: To share a file externally, you must first activate the external sharing links in the Platform Management dashboard. Once enabled, you can add the email addresses of the external users you want to invite.
2. Internal Sharing: To share a file with internal members of your organization, you can simply notify them via the platform.

Part 4: Using the 3D Drive App

1. Access the App: The 3D Drive app is accessible from any web browser and can be added to your dashboard for quick access. It provides a simple way to manage and access your shared files.

Note: These steps and capabilities apply to both SOLIDWORKS with Cloud Services and 3DEXPERIENCE SOLIDWORKS.

SOLIDWORKS with Cloud Services is made up of the SOLIDWORKS Design application (downloaded from www.solidworks.com) and the Design with SOLIDWORKS app (3DEXPERIENCE Addin), which is installed via the 3DEXPERIENCE platform
For 3DEXPERIENCE SOLIDWORKS, SOLIDWORKS Design and the 3DEXPERIENCE Addin are combined within the same 3DEXPERIENCE Installation.

More Info

Roles: 
 solidworks with cloud services   3DEXPERIENCE SOLIDWORKS 
Tags:
beginners guide cloud services 3DEXPERIENCE platform Share & Markup eDrawings 

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