File Management

Standardize file naming with advanced features, enforce numbering sequences, and automate project folders — whether files are local, shared, or in SOLIDWORKS PDM.

Benefits

Challenges Faced in SOLIDWORKS

You need to be consistent in naming your files to avoid duplicate names. To guarantee this, you need to use a running number shared between designers. In addition, you need to determine the right save location.

Solutions in CustomTools

File naming can fully be automated so that sequence numbers are automatically shared between the different users and files are always saved to the right location per selected project.

Automatic File Naming

Managing Projects

Case Study: Pinomatic Ltd

Why Did They Need CustomTools?

  • Designers used an Excel file to share document codes
  • Required a lot of manual work to name a file
  • Many files were not named correctly

What Solution Did We Provide to Solve Their Problem?

  • Automated their file naming convention
  • Sequence code generated based on project
  • Projects are automatically coming from their ERP

How the Solution Helped Them to Solve Their Problem?

  • Document codes are automatically generated/shared
  • File naming errors were eliminated
  • Files are always saved to the correct project folder

Properties

Basic Professional
Define file naming rules checked checked
Number sequencing checked checked
Shared sequences between users checked checked
Part and assembly specific naming checked checked
Combine custom properties checked checked
Generate sequence based on property value checked checked
Load default custom property values checked checked
Project specific sequencing   checked
Auto-save to project folder   checked
Define projects and sub-projects   checked

    All product features → CustomTools Datasheet (PDF)

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