Hello Audrey,
For the first question, I don't see how to set this up in EPDM...
But for the second question, as Cyril.f indicates, it is possible to set the fact of obtaining the latest version of the files of the entire vault, of one or more particular folders (including subfolders ) automatically, i.e. each time connection to the vault.
In the same way, it is possible to empty the local cache of the entire vault, of one or more particular folders automatically, but this time when disconnecting from the vault.
To do this, go to the administration tool, this setting is done at the group or user level.
Personally, I have not set up any automatic local cache "dump".
On the other hand, I find it interesting to set up the obtaining of certain folders automatically for users. With us, when they log in in the morning when they arrive at work, they automatically get the latest version of our component library, our SolidWorks part/assembly/drawing/profile models, our macros, etc.
Indeed, as we regularly make changes to these files, users do not ask themselves the question, so they always use their latest version on a daily basis...
The relevant EPDM help page:
http://help.solidworks.com/2018/french/enterprisepdm/admin/t_setting_caching_behavior.htm
Kind regards.
J.F.B.