Best Of

Hi @john_rousseau

They are not specifying a format, though I know they usually take STEP. My intention, however, is not to just send them a file, like in the old days. I want to share the process and all the thought that has gone into it, as well. So, ideally, I want them to look at my onshape model/drawing, maybe while I have (one of) them on the phone, and I'd like them to be able to discuss it internally after the call, with their staff, while I am not necessarily present to host the meeting (and get on with my job instead).

I have navigated around the first point by sharing my screen in a video conference, but there is more to collaboration than that, right? With less sensible projects, I just sent the head of department a sharing link, so he could summon his staff at any appropriate time and show the current state of the design on their meeting room screen. That has worked out pretty well, with clients and suppliers alike. I would be totally fine if I could do the same, only on a slightly higher security level, like when a shared link was linked to say an individual password or something.

That 'notify me button' has proven to be super useful in the past (when I used a server based file storage system, which I thought was now obsolete), because there is no use in trying to call people before they have actually viewed the info required for a techy talk.

So, if that link sharing dialog looked something like in my above picture, the workflow could be to assign a password for the project, pass it to the person responsible (via a seperate channel), and then go on like before, only they were put in control who could access the information on their end.

Thanks for the info @martin_kopplow. I'm pretty sure we have an IR on file for password-protecting the anonymous link. I don't remember seeing one for the access notification.

Can you open an IR so we can track the need please?

I have my own pretty short custom materials list that have only the materials I use most frequently and also have the names and material numbers that match the standards used in this part of the world. It is not exctly what you proposed, but already goes a long way.