Solidworks

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ACCESS CLOUD SERVICES FOR SOLIDWORKS®: A STEP-BY-STEP GUIDE

Unlock the full potential of Cloud Services for SOLIDWORKS®. Follow these steps to seamlessly Share and Markup, Store and Revise, and more!

Access Your 3DEXPERIENCE® Platform

If you have already activated your 3DEXPERIENCE® platform environment, access it here. Next, proceed to the “Your First Steps as a 3DEXPERIENCE Platform Administrator” section below.

Activate Your 3DEXPERIENCE Platform

Before accessing the 3DEXPERIENCE platform, ensure your platform is activated. Follow these steps:

Check Your Inbox

Look for email with subject: "Action Required: Your 3DEXPERIENCE platform is ready."

Click on “ACCESS your 3DEXPERIENCE platform.”
Note: You must be the platform Administrator and the first user, as this action will consume a user license.

Sign-Up/Login

Create a new login if needed.

Accept The Customer License And Online Service Agreement (CLOSA)

Confirm that you are the Administrator for your platform. Click to accept the CLOSA.

Start As Platform Administrator

Invite new users, assign roles, and install your apps.

Your First Steps as a 3DEXPERIENCE Platform Administrator

Learn how to assign roles, invite other users, and familiarize yourself with the platform management dashboard and tools.

Install the 3DEXPERIENCE Connector for SOLIDWORKS

To connect SOLIDWORKS to the 3DEXPERIENCE platform, you will need to install the Design with SOLIDWORKS app, which is part of the Collaborative Designer for SOLIDWORKS role.

Ready to Elevate Your Skills? Watch Our Tutorial Videos Below!

Start Today with Share & Markup or Store & Revise. For Advanced Needs, Seamlessly Upgrade to Manage & Control. Access a Full Suite of Tools to Manage Your Data, Handle Change Actions, Project Tasks, and More!

Setup Required for Share and Markup

This short video explains the simple setup tasks you need to complete before you can share your designs in SOLIDWORKS.

How to Use Share and Markup

In this step-by-step guide you will learn how to share your SOLIDWORKS designs, and how anyone can view and markup the design in 3D using just a web browser.

Take Share and Markup Further

Learn how to manage access to your SOLIDWORKS designs and securely share them inside or outside of your company.

Share and Markup is Just the Start

Check out more learning content with the resource links below. Explore the following section to understand how to store your designs on the 3DEXPERIENCE platform and take advantage of CAD-aware collaboration and revision tools.

Store and Revise

Storing your designs on the 3DEXPERIENCE platform enables you to access your designs from anywhere, collaborate with other designers, and take advantage of best-in-class SOLIDWORKS integration and productivity tools to manage your design revisions.

If you haven’t yet activated your platform, go back to the “Access Cloud Services” section and follow the simple steps.

Configure Your Platform Storage

Set up your secure cloud storage solution and understand the platform management dashboard in this quick start guide.

Store Your Designs on the Cloud

Learn how to save, find, and open your designs using the 3DEXPERIENCE platform, all without leaving SOLIDWORKS. You will also learn how to improve your productivity by accessing your designs directly from the web.

Revise Your Designs

Learn how to capture your SOLIDWORKS design history with out-of-the-box revision management, right from your SOLIDWORKS user interface.

Productivity Tools

Now that your designs are stored on the platform, learn how to unlock more productivity than ever before. Navigate your designs with Product Explorer, review and interrogate with 3DMarkup, and streamline task assignments with Collaborative Tasks.

Take Your Designs to the Next Level

Want to do more? The 3DEXPERIENCE platform is a scalable solution; you can seamlessly add more capabilities to meet your data management needs when the time is right.

Manage and Control

Do you require a more robust solution to Manage and Control your data? Do you want to ensure all stakeholders can work together to initiate changes, with formal approvals? Cloud Services for SOLIDWORKS can be tailored to meet the needs of your organization. Check out the video below or contact your Reseller Partner to see what is possible.

If you haven’t yet activated your platform, go back to the “Access Cloud Services” section and follow the simple steps.

Introduction to Manage and Control

In this video we will introduce some of the next steps you can take, some of the resources available to you, and how a tailored solution can be configured to meet your unique needs.

Want to Learn More?

The most valuable resource available to you is your Reseller Partner. Let them help you to understand the possibilities of the 3DEXPERIENCE platform and work with you to plan a path to your success.