Quick update on notifications. We are using the Send Mail in Actions to capture the workflow Translons / States, and posting on our Google Group. File name, revision, Who summited the file ETC are captured in the Google group and file history. These notifications are for drawings only, not parts and...

We are a small group and in our Workflow we have three drawing checks for our approval processes. A question came up if a search could capture who the recipient is for transitions. We are using a pick list (not groups) to send notification (e-mail) that the files are waiting that require work (rejec...

I would like to force a new serial number to files that are brought in (drag and drop using windows) to a PDM folder. I setup the serial number so this works from SolidWorks using save as. But when I drop files into a PDM folder and check it in the existing file name is preserved. I can check the fi...

edit: TL,DR: yes, it will apply those settings exactly to all users currently in that group. If I were to add one command to that menu from here and click apply, that will update the menu for all users in the group to only have that one command. image.png That would get a rise out of some of our us...

The settings under Groups\All Users, does that apply to all the groups? Or could they be different for each Group?
Simple question hopefully a simple answer. I'm new to administrating PDM but have been using it since 2016. I am waiting to get training "patience my young Padawan".

We store all templates in PDM. The folder is set to cache on login so the user has the latest version. Even if the user loses connection, they should be able to operate in PDM offline mode since the files are cached. @bnemec Not sure what's happening in your case, we've been operating this way for ...