The HELiOS Menu in SOLIDWORKS

After activating the HeliosSW Add-in (as described in the chapter Installation and Setup) in SOLIDWORKS, the HELiOS menu item can be found in the Tools menu of SOLIDWORKS:

Icon	Function	Description
	Open + Edit	Opens a document loaded via HELiOS document search for editing purposes. It will be locked against editing for other users in the process.
	Open, read only	Opens a file via the HELiOS search function in read-only mode, i.e. with no editing option.
	Open + Edit (linked (model) drawing	Opens the (model) drawing that is linked to the model for the purpose of editing. If more than one drawing exists, a selection dialogue will be displayed.
	Open, read only (linked (model) drawing	Opens the (model) drawing that is linked to the model in read-only mode, i.e. with no editing option.
	Edit	Reserves the (opened) document for exclusive editing by the logged-on user.
	Save	Saves the document and synchronizes the configured properties with the Server.
	Check-in	Saves the edits of the (opened) document and transfers them to HELiOS.
	Cancel	Cancels the editing of the (opened) document. The last state that was saved in HELiOS will be loaded.
	Info Centre	Opens the HELiOS Info Centre with data and functions for the opened document.
	Document	Shows the document master of the opened document in a HELiOS detail window.
	Article	Shows the article master of the opened document in a HELiOS detail window.
	Document (Drawing view)	Shows the document master of the model in the drawing view in a HELiOS detail window.
	Article (Drawing view)	Shows the article master of the model in the drawing view in a HELiOS detail window.
	Link drawing	Links the drawing document to the article of the part in the drawing view.
	Show active project	Opens the active project if any has been assigned. If this is not the case, select one in the folder search result list and assign it via right-click > Project.
	Select project	Select the desired project from the pull-down menu. It will then be preset in all masks.
	Project-independent	Allows you to edit documents independent from their belonging to any project. When you call the function, the default setting in the search masks will then be project-independent.
	Show active folder	Opens the active folder if any has been assigned.
	Select folder	Opens the folder search. Select a folder in the result list, right-click and choose Activate folder.
	Folder-independent	Allows you to perform folder-independent searches.
	Open via HELiOS	If this option has been activated, the HELiOS file search will always be shown in SOLIDWORKS, also in the general menu via File > Open. If you want to use the SOLIDWORKS default file search again, deactivate this option.
	Options	Opens the Local Session window.

Icon

Function

Description

Open + Edit

Opens a document loaded via HELiOS document search for editing purposes. It will be locked against editing for other users in the process.

Open, read only

Opens a file via the HELiOS search function in read-only mode, i.e. with no editing option.

Open + Edit (linked (model) drawing

Opens the (model) drawing that is linked to the model for the purpose of editing. If more than one drawing exists, a selection dialogue will be displayed.

Open, read only (linked (model) drawing

Opens the (model) drawing that is linked to the model in read-only mode, i.e. with no editing option.

Edit

Reserves the (opened) document for exclusive editing by the logged-on user.

Save

Saves the document and synchronizes the configured properties with the Server.

Check-in

Saves the edits of the (opened) document and transfers them to HELiOS.

Cancel

Cancels the editing of the (opened) document. The last state that was saved in HELiOS will be loaded.

Info Centre

Opens the HELiOS Info Centre with data and functions for the opened document.

Document

Shows the document master of the opened document in a HELiOS detail window.

Article

Shows the article master of the opened document in a HELiOS detail window.

Document (Drawing view)

Shows the document master of the model in the drawing view in a HELiOS detail window.

Article (Drawing view)

Shows the article master of the model in the drawing view in a HELiOS detail window.

Link drawing

Links the drawing document to the article of the part in the drawing view.

Show active project

Opens the active project if any has been assigned. If this is not the case, select one in the folder search result list and assign it via right-click > Project.

Select project

Select the desired project from the pull-down menu. It will then be preset in all masks.

Project-independent

Allows you to edit documents independent from their belonging to any project. When you call the function, the default setting in the search masks will then be project-independent.

Show active folder

Opens the active folder if any has been assigned.

Select folder

Opens the folder search. Select a folder in the result list, right-click and choose Activate folder.

Folder-independent

Allows you to perform folder-independent searches.

Open via HELiOS

If this option has been activated, the HELiOS file search will always be shown in SOLIDWORKS, also in the general menu via File > Open.

If you want to use the SOLIDWORKS default file search again, deactivate this option.

Options

Opens the Local Session window.

If you have opened a HELiOS part in SOLIDWORKS, the additional pull-down menu HELiOS - Part/Assembly/Drawing will be shown on the menu bar.

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