{"id":48146,"date":"2025-03-19T00:17:20","date_gmt":"2025-03-18T23:17:20","guid":{"rendered":"https:\/\/ohmycad.com\/1-create-and-share-templates\/"},"modified":"2025-06-25T11:26:32","modified_gmt":"2025-06-25T09:26:32","slug":"1-create-and-share-templates","status":"publish","type":"post","link":"https:\/\/ohmycad.com\/en\/1-create-and-share-templates\/","title":{"rendered":"1. Create and share templates"},"content":{"rendered":"<div>\n<div data-testid=\"conversation-turn-5\">\n<div>\n<div data-message-author-role=\"assistant\" data-message-id=\"9f159441-178b-4f85-8aea-1b65a572bde8\">\n<div>\n<h3>Introduction<\/h3>\n<p>Templates can be used to retrieve properties useful to the design office, workshop or purchasing department, and to add elements such as a logo to your drawings.<\/p>\n<p>This allows you to gain in quality and efficiency. This article explains how to create them. <\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<h3>Step 1: Create your part templates<\/h3>\n<p>To retrieve properties from your drawing template, you must first declare them in Part and Assembly templates. Let&#8217;s create these templates: <\/p>\n<p>1. Create a new part: <strong>File<\/strong> &gt; <strong>New<\/strong><img decoding=\"async\" class=\"image hs-image-align-none\" height=\"20\" style=\"width: 20px; height: auto;\" src=\"https:\/\/help.solidworks.com\/2024\/english\/SolidWorks\/sldworks\/gwz1490020198065.image\" width=\"20\" loading=\"lazy\"><\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"75\" style=\"width: 366px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Nov-13-2023-08-37-33-5767-AM.png\" width=\"366\" loading=\"lazy\"><\/p>\n<p>2. Double-click on <strong>Part.<\/strong><\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"349\" style=\"width: 444px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Nov-13-2023-08-37-56-4963-AM.png\" width=\"444\" loading=\"lazy\"><\/p>\n<p>3. Click on <strong>File <\/strong>&gt; <strong>Properties <\/strong>, then add the desired properties to the template and click on <strong>OK.<\/strong><\/p>\n<p>Here are some examples of interesting properties when working with SOLIDWORKS :<\/p>\n<p>&#8211; Material<\/p>\n<p>&#8211; Mass<\/p>\n<p>&#8211; Review<\/p>\n<p>&#8211; Author<\/p>\n<p>&#8211; Supplier, project number&#8230;<\/p>\n<div class=\"hs-callout-type-note\" data-hs-callout-type=\"note\">\n<p>A property can come from SOLIDWORKS or 3DExperience, or can be entered manually.<\/p>\n<\/div>\n<p><img decoding=\"async\" class=\"hs-image-align-none\" height=\"639\" style=\"width: 675px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Nov-21-2023-10-23-05-5134-AM.png\" width=\"675\" loading=\"lazy\"><\/p>\n<p>4. You can modify document parameters such as unit information, line styles and fonts&#8230;<\/p>\n<p>To do this, click on <strong>Tools<\/strong>&gt;<strong>Options<\/strong><img decoding=\"async\" class=\"hs-image-align-none\" height=\"20\" style=\"width: 20px; height: auto;\" src=\"https:\/\/help.solidworks.com\/2024\/english\/SolidWorks\/sldworks\/lgh1470851264466.image\" width=\"20\" loading=\"lazy\"><strong> &gt; Document properties<\/strong><\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-none\" height=\"779\" style=\"width: 684px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Nov-13-2023-08-38-21-8353-AM.png\" width=\"684\" loading=\"lazy\"><\/p>\n<p>5. Bonus: you can also add sketches, notes or functions to your template. They will reappear for each file created with it. <\/p>\n<p>&nbsp;<\/p>\n<p>6. To save the template, click on <strong>File<\/strong> &gt; <strong>Save as template<\/strong>&#8230;<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"250\" style=\"width: 258px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Nov-13-2023-09-02-53-0665-AM.png\" width=\"258\" loading=\"lazy\"><\/p>\n<p>7. Enter a title and description, then select one of these options.<\/p>\n<ul>\n<li><strong>Create in distributed state<\/strong> (your collaborators will automatically have access to the template and no more modifications will be possible).<\/li>\n<li><strong>Create as a private model<\/strong> (only you can view and modify the model = draft status)<br \/>\n<h4>&nbsp;<\/h4>\n<\/li>\n<\/ul>\n<h4><strong>Your part model is created.<\/strong><\/h4>\n<p>Click on <strong>Options<\/strong>&gt;<strong>Default templates<\/strong> then activate the option<strong>&#8220;Ask user to select a document template<\/strong>&#8220;.<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"490\" style=\"width: 564px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/undefined-Nov-20-2023-11-03-21-3575-PM.png\" width=\"564\" loading=\"lazy\"><\/p>\n<p>When you create a new document, SOLIDWORKS will ask you which template to use:<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"291\" style=\"width: 403px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Sep-05-2023-04-25-37-0815-PM.png\" width=\"403\" loading=\"lazy\"><\/p>\n<h4>&nbsp;<\/h4>\n<h4>&nbsp;<\/h4>\n<hr>\n<p><\/p>\n<div class=\"hs-callout-type-note\" data-hs-callout-type=\"note\">\n<p><strong>Tip<\/strong>: To save the template locally (which does not automatically share it with your colleagues) :<\/p>\n<p>1. Click on <strong>File<\/strong> &gt;<strong> Save as new<\/strong><\/p>\n<p><img decoding=\"async\" alt=\"REGISTER LOCALLY IN .dot\" class=\"hs-image-align-center\" height=\"253\" style=\"width: 413px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/ENREGISTRER%20EN%20LOCAL%20EN%20.dot.png\" width=\"413\" loading=\"lazy\"><\/p>\n<p>2. Select part model type :&nbsp;<\/p>\n<ul>\n<li><strong>Part model (*.prtdot)<\/strong><\/li>\n<\/ul>\n<p>3. Choose a file name for our model<\/p>\n<p>4. Select a folder in which to save the file.<\/p>\n<p>5. Click on<strong>Save<\/strong>.<\/p>\n<\/div>\n<hr>\n<p><\/p>\n<h3><strong>Step 2: repeat to create the Assembly model<\/strong><\/h3>\n<p>Once you&#8217;ve defined your part model, you&#8217;ll probably need to repeat the above steps with an assembly.<\/p>\n<p>&nbsp;<\/p>\n<hr>\n<h3>Step 3: layout template<\/h3>\n<p>Now that our templates contain all the properties we&#8217;re interested in, let&#8217;s see how to customize the background so that it fills in automatically.<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"343\" style=\"width: 485px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Nov-16-2023-09-24-09-3438-AM.png\" width=\"485\" loading=\"lazy\"><\/p>\n<div><strong><em><br \/><\/em><\/strong><\/p>\n<p>1. First, create a <strong>part <\/strong>from the model you created in step 1.<\/p>\n<p>2. Create a drawing from this part by clicking on <strong>New<\/strong>&gt;<strong>Create a drawing from the part.<\/strong><img decoding=\"async\" class=\"hs-image-align-center\" height=\"116\" style=\"width: 393px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Nov-21-2023-02-45-44-6492-PM.png\" width=\"393\" loading=\"lazy\"><\/p>\n<p>3. Editing the background<\/p>\n<p>Right-click on Sheet 1, then click on<strong>&#8220;Modify background<\/strong>&#8221; to adjust the layout of the lines and various attributes in our title block.<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"434\" style=\"width: 317px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Sep-05-2023-03-35-46-5265-PM.png\" width=\"317\" loading=\"lazy\"><\/p>\n<div class=\"hs-callout-type-note\" data-hs-callout-type=\"note\">\n<p>For more information on how to edit your floor plan, see our dedicated article.<\/p>\n<\/div>\n<p>4. Add your properties to your title block<\/p>\n<p>First, click on Annotation, then on the location where you want the property to appear.<img decoding=\"async\" class=\"hs-image-align-none\" height=\"995\" style=\"width: 683px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Nov-16-2023-04-34-54-0169-PM.png\" width=\"683\" loading=\"lazy\"><\/p>\n<p>In the left-hand menu, click on the<strong>&#8220;link to a property&#8221; <\/strong> icon<strong> <img decoding=\"async\" class=\"hs-image-align-none\" height=\"33\" style=\"width: 32px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Nov-16-2023-04-36-17-2645-PM.png\" width=\"32\" loading=\"lazy\"> <\/strong><\/p>\n<p>Check<strong>&#8220;Model found here<\/strong>&#8221; then select<strong>&#8220;Drawing view specified in sheet properties<\/strong>&#8221; from the drop-down menu.<\/p>\n<p>In the<strong>&#8220;Property name&#8221;<\/strong> drop-down menu, select the property of interest, for example mass :  <img decoding=\"async\" class=\"hs-image-align-center\" height=\"489\" style=\"width: 486px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Nov-16-2023-04-44-51-4165-PM.png\" width=\"486\" loading=\"lazy\"><\/p>\n<p>The value displayed is noted in<strong>&#8220;Evaluated value<\/strong>&#8220;. Click on <strong>OK<\/strong>. &nbsp;<\/p>\n<h4><strong>Your property is added to the background map.&nbsp;<\/strong><\/h4>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"195\" style=\"width: 158px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Nov-16-2023-04-46-54-6676-PM.png\" width=\"158\" loading=\"lazy\"><\/p>\n<div class=\"hs-callout-type-note\" data-hs-callout-type=\"note\">\n<p><strong>Change projection standard.<\/strong><\/p>\n<p>Once you have entered your properties and annotations, you can change the view projection standard in SOLIDWORKS. See this article: <a href=\"https:\/\/hub.xdinnovation.eu\/knowledge\/normes-mise-en-plan\" rel=\"noopener\">How to change the projection standard. <\/a> <\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<p>5. Save drawing template<\/p>\n<p>Once we&#8217;ve created our title block, let&#8217;s see how to save it.<\/p>\n<p>Click on <strong>File&gt;<\/strong><strong>Save as template.<\/strong><\/p>\n<p>You have two options:<\/p>\n<ul>\n<li><strong>Create in distributed state<\/strong> (your collaborators will automatically have access to the template and no more modifications will be possible).<\/li>\n<li><strong>Create as a private model<\/strong> (only you can view and modify the model = draft status)<\/li>\n<\/ul>\n<p><img decoding=\"async\" alt=\"spread your templates\" class=\"hs-image-align-center\" height=\"274\" style=\"width: 487px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/propager%20ses%20template.gif\" width=\"487\" loading=\"lazy\"><\/p>\n<h4><strong>Your layout template is saved and available to all your collaborators.<\/strong><\/h4>\n<p>You&#8217;ll find it in the same place as your parts and assembly templates.<\/p>\n<p>&nbsp;<\/p>\n<h3>Can&#8217;t your colleagues see the models you&#8217;ve created?<\/h3>\n<p>Click on <strong>Options<\/strong>&gt;<strong>Default templates<\/strong> then activate the option<strong>&#8220;Ask user to select a document template<\/strong>&#8220;.<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"490\" style=\"width: 564px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/undefined-Nov-20-2023-11-03-21-3575-PM.png\" width=\"564\" loading=\"lazy\"><\/p>\n<p>When you create a new document, SOLIDWORKS will ask you which template to use (&#8220;advanced&#8221; templates):<\/p>\n<p><img decoding=\"async\" class=\"hs-image-align-center\" height=\"291\" style=\"width: 403px; height: auto;\" src=\"https:\/\/8764694.fs1.hubspotusercontent-na1.net\/hubfs\/8764694\/image-png-Sep-05-2023-04-25-37-0815-PM.png\" width=\"403\" loading=\"lazy\"><\/p>\n<p>&nbsp;<\/p>\n<h3>Bonus&nbsp;<\/h3>\n<p>Would you like to have access to your properties on the 3DEXPERIENCE platform? It&#8217;s explained in this article: <a href=\"https:\/\/hub.xdinnovation.eu\/knowledge\/cartouche-de-plans\" rel=\"noopener\">Attribute mapping<\/a> <\/p>\n<h3>Need help?<\/h3>\n<div class=\"hs-callout-type-note\" data-hs-callout-type=\"note\">\n<p>Need some help? We&#8217;d love to! Send us an e-mail to <strong>support@xdinnovation.eu<\/strong>  <\/p>\n<\/div>\n<p>&nbsp;<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Templates can be used to retrieve properties useful to  &#8230;<\/p>\n","protected":false},"author":283,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","footnotes":""},"categories":[573,476],"tags":[],"class_list":["post-48146","post","type-post","status-publish","format-standard","hentry","category-layout","category-solidworks-3dexperience-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.4 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>1. 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