FAQs - Platform Overview

FAQs - Platform Overview

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Helpful videos to help onboarding.
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New Articles
CAD collaboration, product development, helpful videos, guides, onboarding
Getting Started
Video Guides | CAD ROOMS
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Step-by-step guide to installing the CAD ROOMS Desktop App for Windows. Learn how to sync projects, work offline, and keep files synchronized automatically.
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desktop app, installation, sync, Windows, offline access, project sync, CAD ROOMS desktop, local files, two-way sync
Getting Started
How to Install and Sync Projects with the Desktop App | CAD ROOMS Help Center
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Master the CAD ROOMS dashboard. Learn to navigate workspaces, projects, files, and collaboration tools efficiently for streamlined product development.
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dashboard, navigation, CAD ROOMS interface, workspace navigation, project management, file management, user interface, dashboard guide
Getting Started
Navigating the Dashboard | CAD ROOMS Help Center
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Learn the fundamentals of version control in CAD ROOMS. Understand how to check files in and out, view version history, and restore previous versions of your CAD files.
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create workspace, CAD ROOMS setup, team workspace, workspace configuration, free trial, billing setup, workspace creation
Product Data Management
Understanding Version Control in CAD ROOMS | Help Center
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Step-by-step guide to creating and managing Engineering Change Orders (ECOs) in CAD ROOMS. Learn how to initiate, review, approve, and implement design changes efficiently.
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ECO, engineering change order, change management, design changes, ECO workflow, change control, engineering changes, approval workflow
Workflows
How to Create and Manage ECOs in CAD ROOMS | Help Center
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Master the CAD ROOMS viewer - 35+ file formats, 3D navigation, measurements, CAD diffing, and collaboration. Complete guide to browser-based CAD viewing.
/understanding-cad-viewer
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CAD viewer, 3D viewer, file formats, CAD diffing, version comparison, measurements, browser CAD, online CAD viewer, STEP viewer
Product Data Management
Understanding the CAD Viewer | CAD ROOMS Help Center
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Master the organizational hierarchy in CAD ROOMS. Learn when to create workspaces vs projects, multi-workspace scenarios, and best practices for structure.
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workspaces, projects, organization, hierarchy, CAD ROOMS structure, workspace management, project management, team organization
Getting Started
Understanding Workspaces and Projects | CAD ROOMS Help Center
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Learn the difference between contributions, revisions, and releases in CAD ROOMS. Master revision naming, release management, and regulatory compliance.
/understanding-releases-revisions
Concept Guide
revisions, releases, file releases, revision control, Rev A, Rev B, release management, manufacturing release, regulatory compliance
Product Lifecycle Management
Understanding File Releases and Revisions | CAD ROOMS Help Center
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Learn how Engineering Change Orders (ECOs) provide formal change management in CAD ROOMS. Understand ECO lifecycle, workflows, and compliance requirements.
/understanding-ecos
Concept Guide
ECO, engineering change order, change management, approval workflow, design changes, change control, PLM, compliance, regulatory
Product Lifecycle Management
Understanding Engineering Change Orders (ECOs) | CAD ROOMS Help Center
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Learn the difference between contributions, revisions, and releases in CAD ROOMS. Master revision naming, release management, and regulatory compliance.
/understanding-releases-revisions
Concept Guide
revisions, releases, file releases, revision control, Rev A, Rev B, release management, manufacturing release, regulatory compliance
Product Lifecycle Management
Understanding File Releases and Revisions | CAD ROOMS Help Center
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Learn how Engineering Change Orders (ECOs) provide formal change management in CAD ROOMS. Understand ECO lifecycle, workflows, and compliance requirements.
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Concept Guide
ECO, engineering change order, change management, approval workflow, design changes, change control, PLM, compliance, regulatory
Product Lifecycle Management
Understanding Engineering Change Orders (ECOs) | CAD ROOMS Help Center
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Track all project changes with CAD ROOMS Version History. View complete timelines of file activity, contributions, and modifications with full traceability.
version history, version control, file tracking, change history, contribution tracking, CAD versioning, revision tracking
Product Data Management
Version History | CAD ROOMS Help Center
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Understand CAD ROOMS Revision History for individual files. Track every update, release, and modification with automatic revision recording and management.
revision history, file revisions, CAD revisions, file updates, revision tracking, version management, file history
Product Data Management
Revision History | CAD ROOMS Help Center
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Designate official file revisions with CAD ROOMS File Release. Lightweight alternative to ECO for validating and approving designs for manufacturing.
file release, release management, design approval, file validation, manufacturing release, official versions, release workflow
Workflows
File Release Management | CAD ROOMS Help Center
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Pricing and Billing
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Manage payment methods and download invoices in CAD ROOMS. Update credit cards, track charges, and access billing history for your workspace.
payment methods, invoices, billing, credit card, payment management, invoice download, billing history, payment settings
Pricing and Billing
Payment Methods & Invoices | CAD ROOMS Help Center
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Product Data Management
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Track all workspace activity with CAD ROOMS Audit Logs. Monitor user actions, file changes, and system events for compliance and security auditing.
audit logs, activity tracking, compliance, security audit, user activity, change tracking, audit trail, workspace monitoring
Workflows
Audit Logs | CAD ROOMS Help Center
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Upgrade your CAD ROOMS plan to unlock advanced features, add more seats, and access enterprise capabilities. Seamless plan upgrades with immediate activation.
upgrade plan, plan upgrade, Business Plan, Enterprise Plan, add features, increase seats, plan comparison, upgrade subscription
Pricing and Billing
Upgrade Your Plan | CAD ROOMS Help Center
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Manage your CAD ROOMS subscription, billing, and plan settings. Upgrade, downgrade, add seats, or cancel your workspace plan anytime from the dashboard.
manage subscription, billing management, plan management, upgrade plan, add seats, subscription settings, billing settings
Pricing and Billing
Manage Your Plan | CAD ROOMS Help Center
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Integrations
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Integrations
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Integrations
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Integrations
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Integrations
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Integrations
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Product Lifecycle Management
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Product Lifecycle Management
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Product Lifecycle Management
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Product Lifecycle Management
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Product Lifecycle Management
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Product Lifecycle Management
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Product Lifecycle Management
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Product Lifecycle Management
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Product Lifecycle Management
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Product Lifecycle Management
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Product Data Management
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Invite team members to your CAD ROOMS workspace and assign appropriate roles. Learn about Owner, Admin, Member, and Guest permissions and access control.
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add members, user roles, permissions, access control, team collaboration, workspace roles, invite users, role-based access
Getting Started
Adding Members & Assigning Roles | CAD ROOMS Help Center
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Step-by-step guide to creating your first CAD ROOMS workspace. Learn how to set up your team environment, invite members, configure billing, and start your free trial.
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create workspace, CAD ROOMS setup, team workspace, workspace configuration, free trial, billing setup, workspace creation
Getting Started
How to Create a Workspace in CAD ROOMS | Help Center
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Learn what an Engineering Change Order (ECO) is, why it's critical for product development, and how the ECO process works in CAD ROOMS for full traceability.
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ECO, engineering change order, change management, design changes, ECO workflow, change control, engineering changes, approval workflow
Workflows
Understanding Engineering Change Orders (ECOs) | CAD ROOMS
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CAD Collaboration
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CAD Collaboration
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CAD Collaboration
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Product Data Management
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Visually compare CAD model versions with Advanced CAD Diffing. Identify design changes, modifications, and differences between iterations quickly and accurately.
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CAD diffing, model comparison, version comparison, design changes, CAD diff tool, 3D comparison, model differences
Product Data Management
Advanced CAD Diffing | CAD ROOMS Help Center
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CAD Collaboration
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Master CAD file management in CAD ROOMS. Upload, organize, version, and manage CAD files, drawings, and documents with full traceability and control.
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upload CAD files, file management, version control, CAD file organization, file upload, document management, file structure
Getting Started
Uploading and Managing Files | CAD ROOMS Help Center
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Product Data Management
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Learn how to create and organize projects in CAD ROOMS. Set up structured environments for product development, file management, and team collaboration.
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create project, project management, CAD project, product development, project setup, file organization, project structure
Getting Started
Create a Project | CAD ROOMS Help Center
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CAD ROOMS supports 35+ CAD and design file formats. Work seamlessly across SolidWorks, AutoCAD, CATIA, Fusion 360, and more without compatibility issues.
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multi-CAD support, CAD formats, file compatibility, SolidWorks, AutoCAD, CATIA, Fusion 360, CAD file formats, cross-platform CAD
Product Data Management
Multi-CAD Compatibility | CAD ROOMS Help Center
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Learn how CAD ROOMS helps engineering teams manage product data, control design changes, and collaborate in real-time. Cloud-based PDM/PLM platform documentation.
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CAD ROOMS, PDM platform, PLM software, product data management, engineering collaboration, CAD file management, cloud PDM, product lifecycle management
Getting Started
CAD ROOMS Help Center - PDM & PLM Platform Guide
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Explore previous project states with CAD ROOMS Time Travel. Visual timeline for tracking, reviewing, and restoring past design iterations effortlessly.
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time travel, project timeline, design iterations, restore versions, project history, visual timeline, version restoration
Product Data Management
Time Travel Feature | CAD ROOMS Help Center
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Manufacturing
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Manufacturing
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Manufacturing
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Manufacturing
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Manufacturing
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Prevent file conflicts with CAD ROOMS Check-In/Check-Out system. Lock files during editing, manage concurrent access, and maintain data integrity.
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check in check out, file locking, concurrent editing, file conflicts, CAD file management, file checkout, version locking
Product Data Management
File Check In/Check Out | CAD ROOMS Help Center
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Try CAD ROOMS Team Plan free for 14 days. Full access to collaboration features, version control, and file management. No credit card required to start.
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Pricing and Billing
Start Your Free Trial | CAD ROOMS Help Center
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Quick reference guide to CAD ROOMS terminology. Definitions of key concepts including workspaces, roles, ECO, PDM, PLM, version control, and more.
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glossary, terminology, CAD terms, PDM terms, PLM terms, definitions, CAD ROOMS glossary, technical terms, product glossary
Help & Support
Glossary of Terms | CAD ROOMS Help Center
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Get help with CAD ROOMS. Access step-by-step guides, submit feedback, contact support, or book a demo. We are here to help you succeed.
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customer support, help center, contact support, technical support, CAD ROOMS help, support ticket, book demo, customer service
Help & Support
Customer Support | CAD ROOMS Help Center
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Understand how CAD ROOMS protects your privacy. Learn about data collection, usage, retention policies, and your rights regarding personal information.
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privacy policy, data privacy, GDPR, data protection, privacy practices, user data, data collection, privacy rights
Security & Privacy
Privacy Practices | CAD ROOMS Help Center
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Find answers to common questions about CAD ROOMS cloud-native PDM/PLM. Learn about file versioning, collaboration, permissions, pricing plans, and more.
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CAD ROOMS FAQ, PDM questions, PLM help, version control, file sharing, workspace management, pricing plans, CAD collaboration, engineering change orders, frequently asked questions
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Frequently Asked Questions
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Learn about CAD ROOMS security measures including data encryption, access controls, compliance certifications, and enterprise-grade protection for your CAD data.
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Security Practices | CAD ROOMS Help Center
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FAQs - Platform Overview

 

What is CAD ROOMS?

CAD ROOMS is a Cloud-based PDM (Product Data Management) and PLM (Product Lifecycle Management) platform designed specifically for engineering teams. It functions as a secure, centralized workspace where engineers, designers, and managers can store CAD data, manage product changes, perform design reviews, and collaborate seamlessly throughout the entire product lifecycle. It provides a single source of truth for product data, which helps in eliminating version conflicts, file duplication, and communication gaps

Who is CAD ROOMS designed to support?

CAD ROOMS is primarily intended for engineering and product teams but also supports various collaborators. The platform is useful for:
  • Mechanical Engineers & Designers who need to manage CAD files and track revisions.
  • Product Teams who coordinate product data, Bills of Materials (BOMs), Engineering Change Orders (ECOs), and product releases.
  • Executives & Decision Makers who require visibility into product development status and approvals.
  • Manufacturing & Quality Teams who track approved designs and ensure compliance.
  • Suppliers & External Collaborators who can securely view or review files with controlled access

What are the key things I can do with CAD ROOMS?

With CAD ROOMS, you can:
  • Manage Product Data (PDM): Upload, organize CAD files, and control file release with full traceability.
  • Control Design Changes (PLM): Create and track ECOs/ECRs, manage BOMs, and manage approvals for released designs.
  • Collaborate in Real Time: View, measure, and add comments directly in CAD models without needing a CAD license.
  • Control Access: Define who can view, edit, create, or approve designs using role-based permissions.
  • Integrate Your Workflow: Connect to ERP systems, CAD software, or custom tools via API & Webhooks

What plans are available?

CAD ROOMS offers three distinct plans tailored to various organizational sizes and needs:
  1. Team Plan: This plan is ideal for small teams (1–5 users). It includes core features like collaboration, version control, and File Release functionality. Clients can start with a free 14-day trial of the Team Plan.
  1. Business Plan: This plan is designed for growing organizations (5+ users).
  1. Enterprise Plan: This plan is tailored for large-scale engineering environments.
What's the difference between Team and Business plans?
The difference lies primarily in features required for advanced governance and compliance:
Feature Area
Team Plan (1–5 Users)
Business Plan (5+ Users)
Target Size
Small teams (1–5 users)
Growing organizations (5+ users)
Core Functions
Collaboration, Version Control, and File Release.
Includes all core functions plus ECO workflows, Audit Logs, and advanced compliance tools.
Change Management
Focuses on file versioning and basic release.
Enables Structured Change Control through seamless Engineering Change Order (ECO) workflows.
Compliance & Traceability
Basic collaboration and version control.
Provides detailed Audit Logs to track every action for accountability and compliance.

What's the difference between Team and Business plans?

The difference lies primarily in features required for advanced governance and compliance:
Feature Area
Team Plan (1–5 Users)
Business Plan (5+ Users)
Target Size
Small teams (1–5 users)
Growing organizations (5+ users)
Core Functions
Collaboration, Version Control, and File Release.
Includes all core functions plus ECO workflows, Audit Logs, and advanced compliance tools.
Change Management
Focuses on file versioning and basic release.
Enables Structured Change Control through seamless Engineering Change Order (ECO) workflows.
Compliance & Traceability
Basic collaboration and version control.
Provides detailed Audit Logs to track every action for accountability and compliance.

Does CAD ROOMS offer an Enterprise plan?

Yes, CAD ROOMS offers an Enterprise Plan.
This plan is built for large-scale engineering environments and includes specific features necessary for complex organizations, such as:
  • Custom integrations.
  • Enhanced security.
  • Dedicated enterprise support.
  • The platform also offers custom or region-specific hosting options to match strict compliance, IT, or performance requirements

Do I need to install any software or plugins?

For reviewing and collaborating, no plugins, installs, or special software are required. You can instantly open and review complex CAD files in the browser.
  • Browser-Based Review: CAD ROOMS includes Unlimited CAD Viewers. Users can take accurate dimensions/measurements directly inside the browser viewer without needing a CAD license.
  • File Syncing by Desktop App: While viewing is browser-based, the platform supports File Syncing between the cloud and local devices to ensure teams always work with the most current design version.

Can I use CAD ROOMS on mobile/tablet?

Yes — you can use CAD ROOMS on mobile and tablet through the web app.
  • Access anywhere: Just log in from your mobile or tablet browser to view projects, open shared files, and stay updated while you're away from your desk.
  • What works best on mobile/tablet: Reviewing files, checking revisions, viewing CAD models, and following project activity. CAD ROOMS is designed to be cross-device accessible.
  • Good to know: For heavy CAD upload/sync workflows, you'll generally want a desktop environment (and the Desktop App Windows where available), but reviewing and collaboration are fully supported in-browser on mobile/tablet.

Is CAD ROOMS a CAD design tool like SolidWorks or Onshape?

No, CAD ROOMS is not a CAD design tool. It's a cloud-based PDM/PLM (Product Data Management/Product Lifecycle Management) platform designed to help engineering teams manage their CAD files and collaborate effectively.

What CAD ROOMS does:

  • Provides secure storage for CAD data
  • Tracks changes with version control
  • Manages product lifecycle processes (revisions, releases, ECOs)
  • Supports collaboration through check-in/check-out functionality to prevent conflicts
  • Offers CAD Diffing to review design changes between versions
  • Maintains history logs with time travel capabilities

How it works:

  • You continue designing in your preferred CAD software (SolidWorks, AutoCAD, Rhino, etc.)
  • You use CAD ROOMS to manage, store, and collaborate on those files
  • The platform supports over 35 CAD and design file types

Supported file formats include:

  • 3D formats (STEP, IGES, STL)
  • 2D drawings (DWG, DXF)
  • Various native CAD files

Benefits for multi-CAD environments:

  • Centralizes files from different CAD systems in one platform
  • Provides multi-CAD compatibility for diverse file formats
  • Facilitates smooth collaboration regardless of which CAD tools team members use

Why should I use CAD ROOMS instead of Dropbox or Google Drive?

CAD ROOMS is a Cloud-based PDM (Product Data Management) and PLM (Product Lifecycle Management) platform, which provides engineering-specific tools that generic cloud storage solutions lack. Using CAD ROOMS eliminates the chaos and friction associated with scattered files and legacy systems.
CAD ROOMS provides the specific structure, control, and traceability engineers need, preventing costly mistakes that occur when the wrong data slips into production.
Key advantages over generic file sharing:
Feature
CAD ROOMS (PDM/PLM)
Generic Cloud Storage (Dropbox/Google Drive)
Data Integrity
Acts as a single source of truth. Ensures everyone works with the most current design version.
Leads to scattered files and forces teams to second-guess which file is current.
Version Control
Version Control allows creation of versions, restoration of former progress, and maintains a complete record for audits and traceability.
Often results in lost versions.
Concurrent Work
Features Check-in / Check-out to see who is working on what, actively preventing work conflicts across your team.
Does not offer engineering-specific check-out, potentially causing conflicts.
Change Management
Manages formal ECO workflows (Engineering Change Orders), BOMs, and lifecycle approvals with Structured Change Control and full traceability.
Offers no structured change management or approval workflows for engineering data.
Design Review
Offers Advanced CAD Diffing to visually compare changes across versions, highlighting exactly what changed.
Does not natively compare complex CAD geometry.
Access & Security
Uses role-based permissions and Secure Access Control to define who can view, comment, edit, or approve.
Offers generic sharing permissions, not specific engineering roles (e.g., Approver).
Using CAD ROOMS is like moving from a general-purpose filing cabinet (Dropbox/Google Drive) to a specialized, automated vault (CAD ROOMS) that not only holds your blueprints but also manages the approval process, tracks every edit, and clearly flags the differences between Version 1.0 and 1.1, ensuring that the right design always makes it to the factory floor

What is the main benefit of using CAD ROOMS over legacy systems?

CAD ROOMS provides a single source of truth for product data, which helps in eliminating file duplication, version conflicts, and communication gaps. It is designed to eliminate friction and bottlenecks across PDM and PLM workflows
The main benefit is lightweight, cloud-native collaboration with real engineering traceability—without the overhead of legacy PDM/PLM.
Concretely, CAD ROOMS gives teams:
  • A single source of truth in the cloud: no more emailing files, duplicate "final_v7" folders, or guessing which revision is official.
  • Fast, frictionless workflows: check-in/out, contributions, revision history, manual or ECO releases—built to keep iteration speed high instead of slowing engineers down with admin-heavy processes.
  • Clear visibility of changes: built-in revision history, Time Travel, and CAD Diffing so reviewers can see what changed and why in minutes.
  • Tool-agnostic collaboration: 35+ CAD formats viewable and comparable in-browser, so teams and suppliers don't need the same native CAD stack to review.
  • Modern access control: controlled sharing with external users, plus roles/permissions that are simple to manage.
So versus legacy systems, the win is: you keep enterprise-grade control and traceability, but with a much faster, simpler user experience that teams actually use day-to-day.

What are the system requirements for CAD ROOMS?

CAD ROOMS runs in the browser for viewing and managing projects, and (optionally) through the Desktop App for local sync and check-in/out.

Browser / Desktop App

To use CAD ROOMS smoothly (especially 3D viewing and CAD Diffing), we recommend:
  • Supported browsers (latest versions)
    • Google Chrome
    • Microsoft Edge
    • Mozilla Firefox
    • Safari (macOS)
  • Desktop App
    • Currently supported on Windows only.
    • Minimum 8GB RAM, 256GB SSD, and a stable internet connection.