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SOLIDWORKS Elite Specialists

SOLIDWORKS Data Management Matrix

Discover the features of SOLIDWORKS Data Management and compare all versions, SOLIDWORKS PDM Profesional and SOLIDWORKS PDM Standard. Click on each capability to find out more about each element of functionality. A copy of the product matrix can be found at the bottom of the SOLIDWORKS Data Management Datasheet.

Secure Access

Protect your product design data with secure, managed access for only authorised individuals. In addition to internal users, you can permit access to partners, customers and your supply chain through VPN access.
*Supports windows logins

Revision Control

Help your team avoid overwriting files and help purchasing and manufacturing order and produce the correct parts,every time.
*Supports multiple revision schemes and workflows

File History (Audit Trail)

Quickly access a full audit trail of product development activities. Meet internal and external compliance reporting requirements. Identify process issues and drive continuous improvement to maintain your competitive advantage.

Find and Reuse Design Data

Quickly locate documents based on multiple parameters including names, contained data, attached metadata and workflow state.

Integrated Search - Quickly Find Files

Quickly and easily find SOLIDWORKS files by searching on metadata (Custom Properties).


Manage all SOLIDWORKS documents, including parts, assemblies and drawings.

Manage Other CAD Files

*DraftSight Professional
**AutoCAD, Inventor, Creo and Solid Edge
* *

Manage Microsoft Office Files

*Through Windows Explorer
**Add-in available for Office 2007 to 2013
* **

Manage Any File

Manage any file, directly Open/Save from any application within a standard Windows explorer.
*Add-Ins for multi-CAD and MS Office

Integrated Preview Powered by eDrawings

Dynamically preview SOLIDWORKS and DraftSight files with the intergrated eDrawings preview window.

Automated Approval Process

Increase productivity, quality and accountability when you engage key users in workflow and approval processes.

Email Notifications

Automatic email notifications and electronic signatures bring greater efficiency and security to approvals and other data automation initiatives.
*In-built mail client
**Supports SMTP
* **

Conditional / Multiple Workflows

*Limited to 1

Unlimited Workflow States

Limited to 10

Transition Actions

*Supports only "set variable" actions

Contributor Client

Add-In for Windows Explorer, enables uses to contribute to the vault.

Viewer Client

Add-In for Windows Explorer, gives users a view into the vault and is sold in packs of 5 users.


Work with the same high level of speed, functionality and security as your design organisations grows.

Distributed Design Teams

For multi-site and multi-national teams, SOLIDWORKS PDM Professional supports document/drawing vault replication over a WAN, making current design information immediately available worldwide.
*Vault replication within a WAN

Remote Access (web)

Increase the productivity of designers, managers and sales/marketing personnel by permitting remote access to design data.
*Fully functional’ web client with mobile version

Named Bill of Materials

Editable BoM that can be ‘checked in’ and follow Workflow

Manage SOLIDWORKS Simulation Files

Manage all SOLIDWORKS Simulation documents, and studies.

Manage SOLIDWORKS Electrical Files

Manage all SOLIDWORKS Electrical documents and libraries.

Full Document Preview

View and print more than 250 file types, including SOLIDWORKS, AutoCAD, Inventor, SolidEdge, PDF and Microsoft Office, plus images, animations, movie files and many others.
*Supports over 500+ file formats

Advanced Search and Favorites

Perform context based searches to find certain text strings with documents. For even greater productivity you can pre-define, save and share searches.

Document and Folder Templates

Automatically generate files or folders via template card.

Automatic Serial Number

Configure serial number generators to automatically name files and folders, assign projects and ECN/ECR numbers

Automated Workflow Tasks

Convert SOLIDWORKS files, Export / Import to or from XML

Automated Neutral File Creation

Automatically create neutral files such as PDF's of STEP from SOLIDWORKS files.

Custom Configuration

SOLIDWORKS PDM Professional is fully configurable to work effectively within your unique team structure, design process and industry.

Automated Data Import and Export

Automatically import and export data to/from other business systems such as MRP/ERP applications

Role based Parallel Transitions


Conditional / Automatic Transitions


Paste Shared Links


Macro Language and API interface