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Video Guides
CAD File Check-in & Check-out
Prevent conflicting CAD edits and keep file changes under control with CAD ROOMS PDM Drive. This video shows how to check out and lock CAD files, edit them locally in your preferred CAD software, track modifications, and contribute changes back to your team.
Key Video Chapters
- 00:16 — Lock CAD Files to Prevent Accidental Overwrites
- 00:34 — See Who Has Checked Out a CAD File
- 01:06 — Contribute CAD File Changes to Your Team
- 01:30 — Work with CAD Files in Your Local Windows Folder
- 01:44 — Get Reminders Before Editing Without Checkout
How to Check CAD Files In and Out
- Check out a file. Open a CAD file in your workspace and click Check Out to lock it for editing.
- See who's editing. Teammates can see who has checked out the file, helping prevent conflicting changes.
- Edit locally. Open and modify the file in your preferred CAD software using PDM Drive.
- Track modifications. CAD ROOMS identifies modified files so you can see which changes need to be shared.
- Contribute your changes. Click Contribute to upload your updates and release the file lock.
For more detailed instructions, see How to Check Files In and Out.
Related Videos
- CAD Version History
- CAD Revision History
- Engineering Change Orders (ECO)
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