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SOLIDWORKS Manage - Process Management

January 15, 2026

The video explains SOLIDWORKS Manage’s process management capabilities, designed to automate complex workflows beyond basic document approvals. It supports engineering change requests, orders, and notices with features like ad hoc approvers, tasks, and effectivity dates. Processes are stored as records, allowing authorized participants to access related documents and CAD files. Workflows are created using a drag-and-drop designer, with configurable stages, notifications, and automated tasks. Visual progress tracking ensures transparency, while integration across departments—from sales to production—streamlines operations. These tools help enforce standards, reduce errors, and improve efficiency by automating tasks and centralizing process management.