3DEXPERIENCE SOLIDWORKS SHARE AND MARKUP

SOLIDWORKS Share and Markup simplifies design sharing with external stakeholders. They can view, annotate, and share comments on your designs. SOLIDWORKS Share and Markup streamlines collaboration. It allows external stakeholders to interact with your designs by viewing, annotating, and sharing comments. This functionality is available to anyone who has the 3DSwymer, Collaborative Designer for SOLIDWORKS or 3DEXPERIENCE SOLIDWORKS roles.

A key benefit of Share and Markup is that the recipient doesn't need a 3DEXPERIENCE role or SOLIDWORKS license. This allows them to view the file, make notes, and share comments with you directly. You only need a 3DEXPERIENCE account, which is free to create. This way, you can avoid the hassle of alternative file sharing tools that can add unnecessary overhead to your design collaboration process.

1. How to enable Share and Markup capabilities

To share files with external recipient some initial setup is required using the Drives Control Center app. The platform Administrator must turn on:

  • Allow platform members to share content with external users by link.
  • Allow external users to view and comment on shared content.

These settings are located on “Share with External” tab.

2. Sharing a file from SOLIDWORKS

In SOLIDWORKS you chose the file format to share. From the “Lifecycle and Collaboration” tab you can select the ‘arrow down’ on the “Share a file” button and then select the desired file format.

In this example 3DXML is chosen, this is the recommended format for sharing an assembly. The 3DXML file will contain all of child components and sub-assemblies.

After choosing the file format, you can create the sharable link. Click the “Share a file” command again and a formatted file is created and placed in your 3DDrive application, in the folder named “Shared with external”.

plus, a dialog box will appear with an option to enable guests to comment on the file, plus an option to restrict access to specific users. If you do NOT enable “restrict access to specific users” anyone with the shared link can access the file.

However, if you activate “Restrict access to specific users” you will have the option to type in the email address of the person you wish to share your file with or multiple email addresses if several persons are to be involved and finally, you can add a message in the dialog box.

Having applied the required settings, next click the “Share” button, to automatically send an email to your chosen recipient that will include a link to the file and a message.

The recipient will receive an email with a subject line stating the name of the sender, the name of the file, and a link to access the shared file.

When recipients click on the link, they will be prompted to set up a free 3DEXPERIENCE ID account, if they don’t have one already. If they do have an account, they can just select the link and access the model by signing in to the 3DEXPERIENCE platform. Note: They must use the same email address entered when creating the shared link.

3. Adding annotations and comments to the shared file

Once the recipient has logged in, they can access the model from their browser, which will take them to the shared model in the 3DPlay viewer application, where they can rotate, view, mark up, and comment on it using the intuitive tools in 3DPlay.

All the recipient needs to do is hover over the icons to get a description of the various tools to begin a “mark-up” procedure.

As an example, they can click on the Edit Clipping tool, which cuts through objects using a section plane to view and to access details inside an object, and also to measure hidden items.

4. Sharing annotations and comments with the original sender

Recipients can save their markups/comments as a snapshot by hitting the "Share as Comment" command. This will then display the snapshot in the Comments window on the right side of their screen.

The 3DEXPERIENCE platform will notify the original sender when the feedback has been applied and sent.

Clicking on the notification displays the 3DPlay app in the SOLIDWORKS task pane, where of the annotations and comments made by the recipient of the file can be viewed.

5. 3DDrive: Locating Shared Files

The process which has just been described, seems very automatic and simple, and so it is. However, it’s always important to be aware of where the shared files are located, if you, at some point, wish to search for a specific file and other files that might have been shared.

By opening the 3DDrive application, searching can be performed in SolidWorks as well, simply locating the 3DDrive application through the Compass and open it.

The 3DDrive application appears and shows all the 3DDrive folders you have access to. When you share a file like shown in previous steps, the folder “Shared with external” is automatically created and to be found in the “My Files” folder.

This is where all the files you have shared using the “Share a file” feature in SOLIDWORKS are be located.

All the files you have shared from SOLIDWORKS are accessible from this folder. From here you have several options, for example viewing the information of the files you have shared and previewing it so you are able to see exactly what the external recipient is seeing when they open the file in the browser.We recommend deleting the file, but be aware that this will also remove all comments and markups attached to it. The 3DDrive file, not the copy in your 3DSpace, stores this information

6. Adding new users to existing shared files

If you want to add more external recipients to collaborate with, you can do it from the folder as well. Just select the desired file, select the share button and then the “Share with external” tab and you get the same window as described previously.

Note: Although there is an expiration date “30 days from link creation” it is only the link to the file that expires, not the file itself. We will keep the shared file in the 3DDrive until we remove it.

7. Revoking access to shared files

You have the option to revoke the shared access. When you have located the file you wish to revoke access from in the 3DDrive “Share with external” folder, open the “Share with external” tab in the “Share this file” menu.

Select the “Authorized list”

This program will show you the list of authorized users for this file. You can then select the recycle bin icon next to a user to revoke their access.

Share and Markup – use case examples

In this chapter you will find 3 use cases for sharing documents. These examples are commonly used by consultant designers, suppliers, and manufacturers in their daily information exchange.

1. Sharing a SOLIDWORKS drawing

Let’s say you need to share 2D drawing with a supplier. In this case you have made some changes to an original part and would like to get feedback from the supplier.

From the drawing in SOLIDWORKS, you can share the file as PDF, DXF, DWG and PNG.

Having chosen PDF as file format - select “Share a file” again. In this example we will not restrict the access to the file, so we will just make sure that the “Enable guest comments” is active and then click the “Copy external link” followed by “Close”.

The dialogue closes with a message stating that you have uploaded the file to 3DDrive. And if you forget to copy the link before closing the “Share a file” window, there is a Copy Link button in the info pop-up. This pop-up will disappear after a while. Hovering over it, will keep it visible.

We can send the copied link to an external supplier by email.

The external recipient pastes the link into a browser. They can then log in to the 3DEXPERIENCE platform using their account credentials to view the file.

The recipient can now access the drawing and start giving feedback. They can also share comments as described previously.

2. Sharing a design for manufacture

We have approved your design and it is ready for manufacturing. Now you need to send the 3D file. You could send it as a STEP file or as a native SLDPRT file. This can in some cases make it much easier to start producing data for CNC machining or 3D Printing.

We can easily share a file after making modifications. Simply select 'Share a file' and a dialog box will appear, allowing you to update the existing file.

The update process retains all previous annotations and comments, allowing the communication thread to continue seamlessly.

3. Sharing a large assembly design for review

When dealing with large assemblies, sharing a design efficiently can pose a real challenge as file sizes can get large. Previously, opening a large assembly, even in lightweight mode, often required recipients to use a workstation with the native CAD application installed.

This task is now much easier in SOLIDWORKS by utilizing a combination of the 3DXML file format and the Share a File feature.

The 3DEXPERIENCE platform allows you to view 3DXML files on both workstations and mobile devices. As long as you access the received link for the shared file – you will be able to open, view, zoom and rotate, explode even complicated assemblies.

Let’s have a look at an example using an all-terrain adventure bike designed by Bowhead Corp.

I have opened the assembly in SOLIDWORKS and prepared it for sharing by selecting 3DXML as the file format.

The user selects the "Share a file" command and then proceeds to follow the sharing procedure outlined earlier.

The recipient clicks the link and logs in to 3DEXPERIENCE. They can then easily view the assembly and add comments. A non-windows device took these screenshots.

Share and Markup compared with traditional methods of file sharing.

Using the Share and Markup workflow can remove the need to use traditional methods of file sharing. Traditional methods of file sharing include PDFs, screenshots of models in documents, and even SolidWorks Pack and Go. These methods often require multiple applications and can cause compatibility issues. Share and markup takes away previously used unstructured workflows and eliminates the typical obstacles in historical file sharing which include:

  • The need for various applications for saving and viewing files.
  • File sizes exceeding mailbox capacity.
  • File formats not compatible with recipient operating system or applications for viewing.

1. Share and Markup summary

SOLIDWORKS Share and Markup offers a powerful solution for sharing designs with external stakeholders. This functionality leverages the Share a File command and the 3DEXPERIENCE platform. It eliminates the need for less efficient file sharing methods. With SOLIDWORKS Share and Markup, you eliminate the hassle of manual file zipping, email limitations, and recipient software downloads. Now, anyone can view and comment on your designs using a simple web link. The browser supports the 3DEXPERIENCE platform. This allows recipients to view and add comments to shared files on a mobile device.

SOLIDWORKS Share and Markup streamlines design collaboration. Designers and stakeholders can work together efficiently, getting products to market faster.

Streamline Your 3D Printed Product Development with 3D Product Architect (PAU)

Struggling to manage complex 3D printed product designs across multiple design tools? Look no further than 3D Product Architect (PAU), a revolutionary browser-based application that empowers seamless collaboration and streamlines the entire 3D printed product development process.

3D Product Architect enables users to create or modify multi-CAD product structures without the use of design tools. Being able to digitally mockup a proposal reduces design iterations and makes reviews available to the product development process.

  1. Connect everyone with the product development process using a browser-based application.
  2. Enable non-CAD users to mock-up new products or product changes prior to the detailed design.
  3. Create multi-CAD mock-ups of a product.
  4. Optimize the product definition for configurable products into a single definition that satisfies the intent of product variations and maximizes IP reuse.

Beyond the Basics: Advanced Features for Efficiency:

3D PAU offers a robust set of features to optimize your 3D printed product development workflow:

  • Effortless 3D Visualization: Visualize and navigate your entire product structure in 3D, allowing for a comprehensive understanding of the design and the impact of any changes.
  • Intuitive Product Development: Create, modify, or derive new product structures directly from your web browser. Utilize drag-and-drop functionality and free-form tools for effortless product assembly.
  • Digital Mock-up Made Easy: Effortlessly build digital mockups within the browser and seamlessly transfer them to your preferred CAD software.
  • Work Under Change Management: Maintain complete control over design revisions. The "Work Under Change" feature captures all modifications within a designated change action, ensuring clear audit trails.

Key functionalities of 3D PAU include::

  1. CAD Visualization
  2. 3D Visualization
  3. Product Development
  4. Work Under Change
  5. Digital Mock-up
  6. Derivative Product Development
  7. Measurement and Sectioning
  8. Related Products and Specifications
  9. Product Structure Filtering

Unleash the Power of Collaboration

  • Effortless 3D Visualization: Visualize and navigate your entire product structure in 3D, allowing for a comprehensive understanding of the design and the impact of any changes.
  • Intuitive Product Development: Create, modify, or derive new product structures directly from your web browser. Utilize drag-and-drop functionality and free-form tools for effortless product assembly.
  • Digital Mock-up Made Easy: Effortlessly build digital mockups within the browser and seamlessly transfer them to your preferred CAD software.
  • Work Under Change Management: Maintain complete control over design revisions. The "Work Under Change" feature captures all modifications within a designated change action, ensuring clear audit trails.

Beyond the Basics: Advanced Features for Efficiency

3D PAU offers a robust set of features to optimize your 3D printed product development workflow:

Effortless Derivative Product Development: Duplicate existing products to create variations, selectively reusing components and streamlining the design process.

Precise Measurement and Sectioning: Perform detailed measurements, create sections for design clarity, and locate specific features within your product structure.

Enhanced Navigation with Related Products and Specifications: Effortlessly navigate the relationships between product components, change actions, and other specifications.

Streamlined Filtering: Utilize volume queries to isolate specific sections of your product structure, simplifying the visualization of complex designs.

Revolutionize Your 3D Printing Workflow with 3D PAU

3D PAU empowers efficient collaboration, streamlines product development, and simplifies 3D printed product design for users of all experience levels. Experience the future of 3D printed product development with 3D PAU.

SOLIDWORKS ULTIMATE

SOLIDWORKS ULTIMATE

The ultimate end-to-end product development solution from SOLIDWORKS

SOLIDWORKS ULTIMATE

Designers and engineers today need more than just great design tools—they need a comprehensive solution that drives every aspect of product development. SOLIDWORKS® Ultimate offers exactly that. From simulation to manufacturing, marketing, and project management, SOLIDWORKS Ultimate connects every phase of your development process, accelerating workflows and breaking down silos.

Whether you're a startup or a growing enterprise, SOLIDWORKS Ultimate equips you with a powerful suite of tools to transform ideas into finished products, all while keeping your data securely connected in the cloud.

SOLIDWORKS Innovation Day 2024

SolidWorks Innovation Day 2024 is a premier event where design professionals, engineers, and innovators gather to explore the latest advancements in 3D CAD technology. This year’s event focuses on groundbreaking updates in SOLIDWORKS software, including new tools for streamlining workflows, enhancing collaboration, and boosting design efficiency. Attendees can expect immersive demonstrations, expert-led sessions, and hands-on experiences with cutting-edge features, empowering them to stay ahead in the fast-evolving world of product design and manufacturing. SolidWorks Innovation Day 2024 promises to be a celebration of creativity, pushing the boundaries of what's possible in engineering and design.

What’s Included With SOLIDWORKS Ultimate

Design 

Design in SOLIDWORKS Ultimate combines advanced 3D modeling capabilities with powerful simulation tools, enabling engineers and designers to create intricate designs with precision.

With features like parametric modeling, sheet metal design, and surface modeling, users can develop complex assemblies efficiently. The integrated simulation tools allow for real-time analysis, ensuring designs meet performance standards while minimizing material costs.

SOLIDWORKS Ultimate empowers teams to innovate faster, collaborate seamlessly, and bring products to market with confidence.

Simulate

Simulation in SOLIDWORKS Ultimate enhances design validation by allowing engineers to analyze the performance of their models under real-world conditions. With tools for structural, thermal, fluid flow, and motion analysis, users can identify potential issues early in the design process.

This comprehensive simulation suite helps optimize designs for strength, durability, and efficiency, reducing the need for costly physical prototypes and accelerating time to market. SOLIDWORKS Ultimate empowers teams to innovate confidently, ensuring products meet rigorous performance standards.

Collaborate

Collaboration in SOLIDWORKS Ultimate streamlines teamwork by enabling seamless sharing and integration of designs across different departments. With features like SOLIDWORKS PDM (Product Data Management), teams can manage revisions, track changes, and maintain version control effortlessly.

The cloud-based capabilities facilitate real-time collaboration, allowing multiple users to work on the same project from various locations.

This interconnected environment enhances communication, reduces errors, and ensures everyone is aligned, ultimately driving innovation and improving project outcomes.

Manage

Management in SOLIDWORKS Ultimate focuses on optimizing the design workflow through efficient data organization and project oversight.

With SOLIDWORKS PDM (Product Data Management), users can centralize their design files, streamline version control, and automate processes to enhance productivity.

This powerful management system enables teams to track project progress, ensure compliance, and facilitate collaboration across departments.

By improving data accessibility and security, SOLIDWORKS Ultimate empowers organizations to manage their design projects effectively, reducing time to market and fostering innovation.

Market

Marketing in SOLIDWORKS Ultimate is enhanced by its ability to streamline product design and development processes, allowing companies to bring innovative solutions to market faster.

With robust visualization tools, users can create stunning renderings and animations that effectively showcase their products, capturing customer interest and enhancing promotional efforts.

Additionally, the integration of simulation and testing features helps ensure that products meet market demands and performance standards before launch. By optimizing the design-to-market pipeline, SOLIDWORKS Ultimate enables businesses to respond swiftly to market trends and customer needs.

Manufacture

Manufacturing in SOLIDWORKS Ultimate is streamlined through advanced tools that facilitate the transition from design to production.

With features such as detailed drawings, assembly instructions, and manufacturing simulation, users can optimize designs for manufacturability and reduce production costs. The software also supports additive and subtractive manufacturing techniques, enabling engineers to prepare designs for 3D printing or traditional machining.

By integrating manufacturing considerations early in the design process, SOLIDWORKS Ultimate helps companies enhance efficiency, minimize errors, and ensure that products are ready for market faster.

Why Choose SOLIDWORKS Ultimate?

Scalable Solutions for Any Business

SOLIDWORKS Ultimate grows with your business. Whether you're in the early stages or scaling up, it provides the tools to meet today's demands and tackle tomorrow’s challenges. From ideation to manufacturing, every aspect of product development is covered.

Single Source of Truth

Say goodbye to data silos. With SOLIDWORKS Ultimate, all your tools connect to a single, cloud-based source of truth. This ensures accuracy, eliminates data duplication, and enables smooth collaboration with trusted stakeholders—all while keeping your data secure and easily accessible.

Set Up for Success

Expanding beyond design into new disciplines can be challenging. SOLIDWORKS Ultimate makes it easy with access to thousands of training resources and lessons that help you quickly master new tools and elevate your skills.

FREQUENTLY ASKED QUESTIONS

What is SOLIDWORKS Ultimate?

SOLIDWORKS Ultimate is an all-in-one product development solution that goes beyond design to include simulation, manufacturing, marketing, and project management tools. It integrates with the 3DEXPERIENCE platform, allowing seamless collaboration and data management in the cloud.

How does SOLIDWORKS Ultimate differ from SOLIDWORKS Premium?

While SOLIDWORKS Premium focuses on advanced 3D CAD design and simulation tools, SOLIDWORKS Ultimate includes additional features such as cloud-based collaboration, lifecycle management, marketing content creation, and advanced manufacturing solutions. It offers a complete product development platform from ideation to manufacturing.

Can SOLIDWORKS Ultimate be used by small teams or startups?

Yes, SOLIDWORKS Ultimate is scalable and designed to support businesses of all sizes, from startups to large enterprises. Its cloud-based tools make it accessible and flexible, allowing small teams to collaborate efficiently and grow their capabilities over time.

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    What is 3DEXPERIENCE Works and Why is it Important?

    The 3DEXPERIENCE Works is an integrated platform based on the cloud. It facilitates collaborative working and brings all aspects of the development together. By bringing different apps together, all business tasks can be accomplished. This 3DEXPERIENCE Works suite helps to complement the desktop applications and promotes anytime, anywhere working.

    HOW DOES 3DEXPERIENCE SOLIDWORKS PLATFORM WORK?

    STEP 1

    3DEXPERIENCE SOLIDWORKS platform

    CHOOSE CATEGORY

    The 3DEXPERIENCE SOLIDWORKS platform includes four main categories; Design (powered by SOLIDWORKS), Simulate (powered by SIMULIA), Manufacturing (powered by DELMIA), and Manage (powered by ENOVIA). You can customize your 3DEXPERIENCE SOLIDWORKS platform based on the capabilities you need.

    STEP 2

    3DEXPERIENCE SOLIDWORKS - Define roles

    DEFINE ROLES

    Over 500 different roles mean that you are empowered to collaborate with anyone in your organization and across your ecosystem. Unleash the potential of teamwork, yet offer a customized 3DEXPERIENCE SOLIDWORKS dashboard based on unique user needs.

    STEP 3

    Utilize 3DEXPERIENCE SOLIDWORKS apps

    UTILIZE APPS

    Category-specific apps are available and this means that anyone using the 3DEXPERIENCE SOLIDWORKS has something to offer. Go on to collaborate extensively with all stakeholders including but not limited to your teams, manufacturers, consultants, etc.

    SELECT A CATEGORY

    Begin your 3DEXPERIENCE SOLIDWORKS journey here by selecting which stage of product development you need applications for. 

    Start your 3DEXPERIENCE path here if you need intutive apps to design products, parts and assemblies.

    DESIGN

    Have a designed product that needs simulation analysis and testing? Start your 3DEXPERIENCE path here.

    SIMULATE

    Ready to begin manufacturing your product? Utilize DELMIAWORKS specifically designed for manufacturing.

    MANUFACTURE

    Need tools to help plan and manage your development? 3DEXPERIENCE apps powered by ENOVIA can assist you.

    MANAGE

    INTEC 2024, A Convergence of Innovation and Industry with SIMTEK

    SIMTEK Showcase at INTEC 2024

    INTEC, the International Machine Tools & Industrial Trade Fair, has been a beacon of industrial advancement and a hub for business opportunities for two decades. As it reached its 20th edition, INTEC 2024 stands as a testament to the fair’s enduring legacy and its pivotal role in shaping the future of manufacturing and engineering.

    At INTEC 2024, SIM Technologies Private Limited took center stage with an impressive display of their latest engineering solutions and services. Their participation was not just about exhibiting products; it was about demonstrating their role as a catalyst for innovation in the engineering sector.

    A Display of Pioneering Solutions

    SIM Technologies’ stall was a microcosm of the future of engineering design and manufacturing. They showcased the newest versions of SOLIDWORKS & 3DEXPERIENCE SOLIDWORKS, offering visitors a hands-on experience with the software that is driving the industry forward. The demonstrations highlighted the software’s capabilities in 3D design, simulation, and product data management, emphasizing how these tools can optimize the entire product development process.

    Key Themes and Innovations at INTEC 2024

    As the industrial world converges at INTEC 2024, the air is thick with anticipation for the key themes and innovations that will define the future of manufacturing. This year, the event was poised to unveil a series of groundbreaking advancements that promise to elevate the industry to new heights.

    The Digital Transformation

     Industry 4.0 and Beyond The buzzword ‘Industry 4.0’ finds concrete expression at INTEC 2024, where digital transformation takes center stage. Unconventional technologies such as AI-driven analytics, IoT-enabled devices, and smart automation systems are on display, showcasing how data and connectivity are reshaping the industrial landscape.

    Additive Manufacturing

     Crafting the Future 3D printing and additive manufacturing technologies are set to revolutionize how we create products. INTEC 2024 highlighted the latest advancements in this field, demonstrating how complex components can now be crafted with precision and speed, opening up possibilities for customization and innovation.

    Strengthening Industry Presence

    INTEC 2024 served as a platform for SIM Technologies to reinforce its presence in the engineering solutions sector. The event allowed them to showcase their strengths, particularly in the areas of CAD solutions and SOLIDWORKS expertise. Their interactive demonstrations and comprehensive product presentations left a lasting impression on the attendees, solidifying their reputation as a leader in the field.

    A Green Gesture

     Seed Balls Giveaway In a unique and thoughtful initiative, SIM Technologies provided visitors with a freebie that carried a message of sustainability – seed balls. These seed balls, given away to attendees, symbolize the company’s commitment to environmental consciousness and the greening of our planet. It was a small but powerful gesture that resonated with the event’s attendees, reflecting the company’s dedication to eco-friendly practices.

    Setting the Stage for Future Innovations

    The feedback and discussions at INTEC 2024 have set the stage for SIM Technologies to plan and develop future innovations. The company’s focus on sustainable and efficient solutions was well-received, and they are poised to continue this trajectory, developing products and services that not only meet but anticipate the future needs of the industry.

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