The HELiOS Menu in SOLIDWORKS

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

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

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.

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

With the batch import you can import a large number of files from a directory to HELiOS with a few clicks via a selection dialogue.

(You can only call the function in the HELiOS menu if no HELiOS document is active).

This function can be used to import "associated" drawings that were not included in the previous batch import due to the naming convention.

(You can only call the function in the HELiOS menu if no HELiOS document is active).

With the Batch update function you can update a multiple selection of HELiOS documents "in one go" using the combined search.

(You can only call the function in the HELiOS menu if no HELiOS document is active).

With this function you can update existing HELiOS documents by re-importing the corresponding files from the file system, e.g. if a change to HELiOS documents by external tools (e.g. updating to newer CAD versions) is followed by a subsequent update of the documents in HELiOS, or if subsequent corrections to original files are to be imported during a data transfer.

(You can only call this function in the HELiOS menu if no HELiOS document is active).

With this function you can select, via the Combined search function of HELiOS, a HELiOS document of a part or assembly, which can then be placed in the active model drawing. The document can then be placed in the model drawing several times until you complete the placement in SOLIDWORKS.

A HELiOS document that was previously selected using the context menu function Preselect document can now be placed in the active model drawing. The document can then be placed in the drawing area several times until you complete the placement in SOLIDWORKS. Note that this only applies to HELiOS individual parts and assemblies; other file types cannot be placed.

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

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

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

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

Applies the edits with all changes to the assembly and its sub-parts (instead of just the superordinate part).

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

Cancels the editing for the entire assembly of the open document.

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

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

Opens an extended dialogue window for transferring the CAD structure to the HELiOS database.

Opens an extended dialogue window for deriving the model structure (of the active HELiOS assembly).

Makes a change to the active part with proof that allows the change to be traced. The article and document receive a new revision index. Then the new version of the part is saved and the old one in the product structure of the active assembly is replaced by one with the new revision index.

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

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

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.

Opens the project data input mask, enabling you to add new (sub-)projects.

Opens the active folder if any has been assigned.

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

Allows you to perform folder-independent searches.

Opens the folder data input mask, enabling you to add new (sub-)folders.

Allows you to log on as a different user while the interfaced CAD application is running, e.g. in order to work with different permissions without having to close the program.

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.

This button allows you to hide or show the Workspace docking window.

Opens the Local Session window.