Getting Started

Recommended Workflows In SOLIDWORKS

January 15, 2026

Explores a simple but reliable workflow for managing SOLIDWORKS files when working without a PDM system. The video walks through starting new parts or assemblies by first defining custom properties and saving the file before any modelling begins, ensuring metadata, file numbers and locations are correct from the outset. It then shows how revisions can be tracked manually by updating custom properties and using Pack and Go to create versioned snapshots while keeping the active file clean and current. The approach provides a structured, repeatable method that helps maintain consistency, reduce errors and preserve clear file relationships throughout a project.