Seamless Design Workflow: Migrating SOLIDWORKS Templates to 3DEXPERIENCE

Seamless Design Workflow: Migrating SOLIDWORKS Templates to 3DEXPERIENCE
  • Oct 10,2023


In the world of 3D design, SOLIDWORKS has long been a stalwart for creating innovative designs. Now, with the integration of the 3DEXPERIENCE platform, there's an opportunity to elevate your design process even further. In this guide, we'll explore how to migrate your trusted SOLIDWORKS templates to the 3DEXPERIENCE environment, ensuring a smooth transition and improved collaborative capabilities.

Saving SOLIDWORKS Templates to 3DEXPERIENCE: A Step-by-Step Guide

Step 1: Prepare Your Template

  1. Start with a New Part, Assembly, or Drawing in SOLIDWORKS.
  2. Customize your template settings through Tools > Options > Document Properties. Incorporate reference geometry, notes, and custom properties to fit your needs.
  3. Save your template through File > Save As...
  4. Choose the appropriate template type (Part Template, Assembly Template, or Drawing Template) and save it locally.

Step 2: Transition to 3DEXPERIENCE
Open the template file in SOLIDWORKS.
Transition to 3DEXPERIENCE

Take note of the Collaborative Space mentioned at the top of the MySession Window. This is where your template will be stored on the cloud, accessible only by the collaborative space members.

Step 3: Saving the Template to 3DEXPERIENCE.

Saving the Template to 3DEXPERIENCE 

Right-click the template file's name in the 3DEXPERIENCE MySession Window.

Choose "Save with Options" to initiate the "Create Template" window.

Select either "Create as Released" or "Create as Private." The former makes the template available to all collaborative space members, while the latter restricts visibility to the file owner.

Upon successful save, the template file resides on the cloud and can be shared within the 3DEXPERIENCE Platform.

Using Templates on 3DEXPERIENCE

Step 1: Accessing Templates

Accessing Templates

Connect to your 3DEXPERIENCE Platform and launch SOLIDWORKS.

Go to File > New. Toggle to "Advanced" view to see multiple tabs of templates.

Choose the desired template from the 3DEXPERIENCE tab and click OK.

Step 2: Benefit from Cloud Efficiency

Notice that a dedicated 3DEXPERIENCE tab has been created. These templates are automatically downloaded from the cloud as SOLIDWORKS launches.

Behind the scenes, while SOLIDWORKS connects to the 3DEXPERIENCE Platform, a local copy of template files is saved to a specific reference location.

Conclusion: Embrace Seamless Design Collaboration

Migrating your SOLIDWORKS templates to the 3DEXPERIENCE platform opens doors to enhanced collaboration and streamlined workflows. By following these steps, you'll seamlessly transition your templates to the cloud, making them accessible to your team. This integration empowers you to continue designing with the familiarity of SOLIDWORKS while leveraging the power of the 3DEXPERIENCE environment.

Author: Ashutoshsingh Rajput, Design Expert – 3DEXPERIENCE