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Create a Template w/Company Standards

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11991

Mechanical
Dec 28, 2004
57
Can someone please steer me to a discussion on designing your Company's Drawing Template?
I need a Tutorial or Directions.
TIA
11991
 
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SW Help files > Index > templates
SW Help files > Index > sheet formats

Simplest way is to open one of the SW default templates & modify it to suit your companys standards.




[cheers]
Helpful SW websites FAQ559-520
How to get answers to your SW questions FAQ559-1091
 
Do not put Notes, Logo’s or anything that may change. A test is to replace your template with your standard, if you lose something it should not be put on the template.
We came from Acad world and followed Xref style of doing things. We have changed our company name and logo 3 times since starting SolidWorks 98.


Bradley
 
I agree with not putting notes or anything that can change on the drawing. Fields that change depending on the type of part could be added and filled manually or with links to properties (which can be filled out under File>Properties or some custom editor geared specifically to your drawings).

Leaving the company logo and name off? I'm not so sure about that. Sure, logos and names can change, but normally updating of already existing drawings is not a requirement unless the drawing is up for some other change.

Statements covering tolerances, propriety, type of project, company name and address, sheet # of #, sheet size and file name are common. (link to SW's standard properties for these last three, and they will automatically fill in the correct info)

Empty or linked fields that are common are material, finish (and/or finish # if working with a lot of machined metal parts), Revision, title, drawn by. Create custom properties on the template and link these annotation notes to these properties (also on the template)

Don't forget the revision block in the upper right corner. USe SW's Revision table to create this on the template. Modify to suit your company's needs.

Don't bother with any approval fields if your company has a paperless system. They'll never be used.

These are just some thoughts. I'm sure a lot of people here have plenty of history in this area. :)
 
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