Collaboration & Sharing

Collaboration & Sharing

Collaboration & Sharing

What collaboration features does CAD ROOMS offer?

CAD ROOMS provides a suite of tools for real-time engineering teamwork:
  • Annotations & Comments: Add context directly to 3D geometry.
  • Guest Access: Share securely with external partners.

How do I share a file with someone outside my team?

You can share a file directly with an external email:
  1. Open the file in CAD Viewer.
  1. Click the Share icon.
  1. Enter their email address and confirm.
External recipients are automatically added as Guests. They don't consume seats and only see the specific files shared with them.

Can I control what Guests can see or do?

Yes. Guests have restricted access by default:
  • They can only view the specific files shared with them.
  • They cannot browse other projects or workspace content.
  • They cannot edit or delete files.
  • They can use viewer tools (measure, explode) and see annotations.

How do I stop sharing a file?

You can revoke access anytime:
  1. Open the file in the CAD Viewer.
  1. Click the Share icon (top-right).
  1. Find the recipient in the list and click Remove.
Once removed, that person immediately loses access to the file.

Can I add comments or annotations to CAD files?

Yes. In the CAD Viewer, use the Annotations tool to add comments pinned to specific parts of the 3D model.
  • Click Annotations (left toolbar) → "+".
  • Click on the model to place the pin.
  • Type your comment and save.
Annotations are saved in the project history for everyone to see.

How do I mention someone in a comment?

To notify a specific team member, type @ followed by their name (e.g., "@Alex") in your comment or annotation. They will receive a notification directing them to that specific view.

Can I see who's currently viewing or working on a file?

Yes.
  • Who's Working: The Check-out status (lock icon) clearly shows if a teammate is currently editing a file to prevent conflicts.
  • Who's Viewing: Real-time presence indicators show the avatars of team members currently viewing the file.

How do I track changes made by team members?

Use the Version History and Contribution Log:
  • The Log (right panel) shows a timeline of every contribution, including who made it, when, and their description of changes.
  • Revision History (right-click file → Revisions) shows a detailed list of all saved versions for that specific file.

Can I export or download files shared with me?

It depends on your role:
  • Workspace Members: Can download the original source files (if they have permission).
  • Guests: Can typically download a STEP file (neutral format) of the shared model for downstream use, but cannot access the full original source history unless granted specific permissions.

Do Guests consume a seat in my plan?

No. Guests are free and unlimited.
They do not count toward your paid seat total. You only pay for full Workspace Members (Admins/Editors).