Effectively controlling CAD files and engineering data requires clear, repeatable approval processes. In this 2-Minute Tech Tip on Approving Documents with Route Management, we cover how the 3DEXPERIENCE Route Management app can be used to define and execute document approval workflows that support consistency, and collaboration, particularly for those who don’t already have SOLIDWORKS PDM in place.
Route Management allows administrators to build structured approval routes that reflect real-world review processes. These routes control who reviews a document, the order of approvals, and what actions are required at each step. Once defined, the same routes can be reused across projects, helping teams follow the same standards every time a document is released or revised.
Initiating a route to request review and approval from a coworker
As a user, applying a route is straightforward. A document can be submitted to an approval route directly from the platform, automatically notifying the next reviewer. Each participant can review the file, add comments, and either approve or reject it. All actions are tracked, creating a clear audit trail that shows when reviews occurred and who signed off.
This approach offers several practical benefits:
- Ensures documents are reviewed before release
- Reduces reliance on email or informal approvals
- Improves visibility into approval status
- Supports compliance with internal data management standards
By using Route Management, organizations can move away from manual approval tracking and toward a controlled, transparent workflow that scales as teams grow. To explore related workflows and apps such as Share and Markup or Collaborative Lifecycle, be sure to check out our full-length course on 3DEXPERIENCE Data Management.
