Have you ever wanted to change the location of a SOLIDWORKS PDM File Card? Making this change is as simple as saving it into the new folder location and then deleting the old copy of the card from the Administration tool.
In the steps below, we’ll move a SOLIDWORKS PDM File Card named ‘Test Card‘ from its existing location (Folder A) to a new location (Folder B).
1. Open the Administration tool
- Select SOLIDWORKS PDM > Administration from the Windows Start menu.
When the SOLIDWORKS PDM Administration dialog box opens, expand or double-click the vault you want to manage and log into it.
2. Expand the list to show the card being moved
- Expand Vault > Cards > File Cards
Step 2- Starting Location
3. Right-click the SOLIDWORKS PDM File Card and select Open
Step 3- Open card
4. Once the ‘Card Editor’ window opens, perform a Save As
Step 4- Save As
5. From the ‘Save Card’ dialogue box
- Navigate to the intended folder location (Folder B). You can either give the file card a new name or simply re-use the original name. Select Save and then close the Card Editor window.
Step 5- Set a new location
6. Delete the old SOLIDWORKS PDM File Card
In the image below, both the old and new file cards can be seen with their respective locations shown to the right. Generally, it is a good idea to delete the old file card at this stage. This helps to keep the vault settings environment from becoming cluttered.
- Right-click the old file card and select Delete. Select Yes to confirm the deletion when prompted.
Step 6- Delete old card
The old card and folder location have now been replaced with the new card/location.
New Location
With this process complete, the associated file type(s) will now show the file card when saving in the new folder and any of its subfolders.
To learn more SOLIDWORKS PDM tips, join one of our expert-led webinars.
