How to Add a Right-Click Command to SOLIDWORKS PDM with a PDMShell Vault Script
Step by step: create a PDMShell vault script that appears in the SOLIDWORKS PDM right-click menu, checks out a file, updates properties and checks it in.
Tips, automation ideas and news for SOLIDWORKS users and CAD administrators.
Step by step: create a PDMShell vault script that appears in the SOLIDWORKS PDM right-click menu, checks out a file, updates properties and checks it in.

Rename files in SOLIDWORKS PDM in bulk from a spreadsheet, with placeholders such as revision and date in the new names.
Update SOLIDWORKS PDM references in bulk: one PDMShell script checks out a folder tree, repairs references, writes a CSV report and checks files back in.

Stop files landing in the wrong SOLIDWORKS PDM folder. A PDMShell vault script checks the part number with regex and moves the file to its range folder.
Use PDMShell AI to create a SOLIDWORKS PDM folder structure automatically: describe the folders in plain English and it runs the mkdir commands for you.

Learn how to connect Claude to SOLIDWORKS with an MCP server: how it works, how to configure Claude Desktop, what works today and where the limits are.