What is ʼPack and Goʼ (and why is it essential for moving files) in SolidWorks?

ByCADbrief Staff

Short Answer

Pack and Go in SolidWorks is the standard way to move an assembly, drawing, and all referenced files together without breaking links. It copies the full file set and lets you rename or flatten to one folder. It does not fix already-missing references before packaging.

What You Need to Know Before

Warning: If your assembly already contains suppressed, lightweight, or missing referenced components, Pack and Go can still produce an incomplete transfer. A very common failure is sending only the top-level assembly while external references, Toolbox parts, decals, or drawings are excluded by option settings.

How to Use Pack and Go

  • Command: Pack and Go

  • Shortcut: No default keyboard shortcut

  • Quick Steps:

    1. Open the top-level assembly or drawing, then go to File > Pack and Go.
    2. In the Pack and Go dialog, review the file list and choose the destination, such as Save to Folder or Save to Zip File.
    3. Turn on needed options like Include drawings or Include suppressed components, then click Save.

Variables & Settings

  • Key Setting: Include drawings

  • Expert Setting: This option adds associated solidworks drawing files to the package, which is essential when transferring a full production set. Also review Flatten to single folder carefully, because it simplifies delivery but can create duplicate-name conflicts if different folders contain files with the same name.

Why it Fails

  • Cause 1 (Geometry): The assembly references parts that are already missing, suppressed, lightweight, or externally referenced from another location, so the package is incomplete.
  • Cause 2 (layers/Locks): Destination folders may be read-only, in PDM-controlled states, or blocked by permissions, preventing files from being copied or renamed.
  • Cause 3 (Command/Logic): Options such as Include drawings, Include Toolbox components, or renamed save settings were not selected, so critical referenced files are left out.

Quick Fix & Best Practice

  • Quick Fix: Before running Pack and Go, open the assembly and use File > Find References to confirm all linked files resolve correctly, then rerun Pack and Go with the correct include options.
  • Manager’s Verdict: Use Pack and Go whenever you send SolidWorks files outside your local vault, team folder, or client network. Avoid manual copy-paste for assemblies, because broken references are far more likely.

FAQ

Does Pack and Go keep assembly references intact?
Yes, it preserves references when all dependent files are included.

Can Pack and Go create a ZIP file?
Yes, you can package the files directly to a ZIP.

Should I use Pack and Go for a single part file?
Usually no, unless that part also uses linked drawings, appearances, or external references.

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