Tutorials

Below are a list of specific tutorials that provide step by step instructions for setting up Flatter Files. Additional tutorials will be added regularly.


Viewer Access


Getting Started - Viewer Access

This tutorial shows how to view content on Flatter Files using the web application in any modern browser.


Create Share


Create External Share from CSV File

This tutorial shows how to create an external share using a list of items defined in a CSV file.


Uploading Content from a PDM System


Onshape Tutorial

This tutorial shows you how to automatically upload revisions created in Onshape.

SOLIDWORKS PDM Professional (EPDM) Tutorial

This tutorial shows you a specific method for setting up Flatter Files to upload content from your SOLIDWORKS PDM Professional Vault.

SOLIDWORKS PDM Standard Tutorial

This tutorial shows you a specific method for setting up Flatter Files to upload content from your SOLIDWORKS PDM Standard Vault.

Autodesk Vault Tutorial

This tutorial shows you a specific method for setting up Flatter Files to upload content from Autodesk Vault.

SOLIDWORKS Workgroup PDM Tutorial

This tutorial shows you a specific method for setting up Flatter Files to upload content from your SOLIDWORKS Workgroup PDM Vault.


Uploading Content without a PDM System


Automatic Content Upload without PDM Tutorial

This tutorial shows you how to automatically upload files that are not located within a PDM system using a revision property to trigger the uploads.


Configuration Tutorials


Detail tutorial on how to link a custom property from your files to a Flatter Files property.

Detailed tutorial on how to customize external sharing.


Single Sign On Tutorials


Office 365 Single Sign On Tutorial

This tutorial shows you how to use your Office 365 account for Flatter Files authentication.

G Suite Single Sign On Tutorial

This tutorial shows you how to use your G Suite (formerly Google Apps for Business) account for Flatter Files authentication.

This tutorial describes how to create a company specific link to simplify the login experience for your viewers.


Email Tutorials


Office 365 Email Tutorial

This tutorial shows you how to use your Office 365 account to send your Flatter Files notification emails.