> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.sibe.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Start here: the Sibe onboarding series

You can go from an empty account to a checked-in assembly with approved revisions by working through twelve short videos, in order, in a single afternoon.

Ken Maren, Chief Solutions Architect at Sibe, walks every step. Each video has a written article to go with it, so you can watch it once and come back to the steps later.

**Three ways through the series.** Click any step below to open its written guide. Use the **Related articles** list on the left of this page to jump straight to any of them. Or watch the [full onboarding playlist on YouTube](https://www.youtube.com/playlist?list=PLX1pqA79Dp_c) end to end.

## The series

**Set up**

- **[01 · Create your Sibe account](https://help.sibe.io/en-us/article/create-your-sibe-account-1vwoz6w/)**: sign up, answer the setup survey, land in your workspace · 1:53
- **[02 · Install the add-in for SOLIDWORKS® 3D CAD](https://help.sibe.io/en-us/article/install-the-sibe-add-in-for-solidworks-2y7xov/)**: the Windows install, plus the two steps that prevent most problems · 1:36
- **[03 · Complete the Setup Guide](https://help.sibe.io/en-us/article/complete-the-setup-guide-your-first-cad-import-174ffor/)**: sign in from SolidWorks, cache a folder, check in your first files · 4:05

**Configure**

- **[04 · Workspace settings: metadata, sync and references](https://help.sibe.io/en-us/article/workspace-settings-metadata-sync-and-references-108jmyh/)**: what carries over from SolidWorks, and who sees what · 5:46
- **[05 · Seats, roles and folder permissions](https://help.sibe.io/en-us/article/seats-roles-and-folder-permissions-xjwnkj/)**: who can open what, and how folder access overrides it · 6:15
- **[Set up billing and choose your plan](https://help.sibe.io/en-us/article/set-up-billing-and-choose-your-plan-fxuai3/)**: pick Core or Scale, pay, and open up seats for your team

**Work day to day**

- **[06 · Upload CAD files: web upload vs local import](https://help.sibe.io/en-us/article/upload-cad-files-web-upload-vs-local-import-jzu7b4/)**: which one to use, and when · 6:12
- **[07 · Versions, references and where-used](https://help.sibe.io/en-us/article/versions-references-and-where-used-m1oen/)**: read a file's history without opening SolidWorks · 6:38
- **[12 · The Sibe add-in for SolidWorks, in depth](https://help.sibe.io/en-us/article/the-sibe-add-in-for-solidworks-in-depth-1tjrt15/)**: every button in the add-in panel · 9:59

**Collaborate**

- **[08 · View SolidWorks models in any browser](https://help.sibe.io/en-us/article/view-solidworks-models-in-any-browser-t4a9jv/)**: rotate, section and measure, no CAD seat · 3:16
- **[09 · Markup and comment on 3D models](https://help.sibe.io/en-us/article/markup-and-comment-on-3d-models-18cvdxs/)**: pin feedback to the face it is about · 5:17
- **[10 · Share models: links, QR codes and embeds](https://help.sibe.io/en-us/article/share-models-links-qr-codes-and-embeds-h3157j/)**: send a model to anyone · 3:53

**Control revisions**

- **[11 · Releases: revisions and approvals](https://help.sibe.io/en-us/article/releases-revisions-and-approvals-1c5g06v/)**: release an assembly in one pass · 4:17

## Where to start

- **New workspace, you are the Owner.** Begin at [01 Create your Sibe account](https://help.sibe.io/en-us/article/create-your-sibe-account-1vwoz6w/) and work down in order through 06. Add [billing](https://help.sibe.io/en-us/article/set-up-billing-and-choose-your-plan-fxuai3/) once you are ready to invite the team, because the Free plan carries no seats.
- **Someone invited you.** Start at [02 Install the add-in](https://help.sibe.io/en-us/article/install-the-sibe-add-in-for-solidworks-2y7xov/), then [12 The add-in in depth](https://help.sibe.io/en-us/article/the-sibe-add-in-for-solidworks-in-depth-1tjrt15/). Your Owner has already handled 01, 04 and 05.
- **You only review, you don't model.** Read [08 View models in any browser](https://help.sibe.io/en-us/article/view-solidworks-models-in-any-browser-t4a9jv/), [09 Markup and comment](https://help.sibe.io/en-us/article/markup-and-comment-on-3d-models-18cvdxs/) and [10 Share models](https://help.sibe.io/en-us/article/share-models-links-qr-codes-and-embeds-h3157j/). You need nothing installed and no CAD seat.

## What you get

You check files in and out directly in SolidWorks, and Sibe tracks every version. Assembly references keep pointing where they should. You share any model through a free public link or QR code, and reviewers open it in a browser with no Sibe account needed. Underneath it is a collaboration-first CAD Document Management platform with a native add-in for SolidWorks. No servers, no VPNs, no admin hassles.

## Rather have someone walk you through it?

[Book a free 20-minute demo](https://www.sibe.io/demo) and we will set your team up live, against your own assemblies.

> Still stuck? Start a chat from the bottom-right of any Sibe page, or email [support@sibe.io](mailto:support@sibe.io).
>
> SOLIDWORKS is a registered trademark of Dassault Systèmes SolidWorks Corporation. Sibe is an independent product and is not affiliated with or endorsed by Dassault Systèmes.