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Creating Part, Assembly & Drawing SolidWorks Templates to Drive Standardization and Efficiency

In today’s world of short lead times, extensive project queues, and multi-user environments it can be difficult to keep up with all the small detail items we as Engineers need to make sure are included in our designs and drawings.  It’s often these details that fully define our designs and missing these can lead to confusion when we pass our designs on to Operations.  Templates for SOLIDWORKS Parts, Assemblies, and Drawings can help us organize some of these detail items to drive organizational standards and ensure we have the information we need.

To learn more about tips outlined below, join Jake for the upcoming Templates webinar on Wednesday, August 7 at Noon est.

SOLIDWORKS has functionality for creating files that have standards built into them.  By setting up proper nomenclature, measurement units, view orientations, and even color schemes, we can ensure that there is consistency among both designs and users.  We can also set up custom property fields in our files to let designers know which fields the organization requires and leverage that information into our drawings to reduce the need for redundant data entry.

Properly setting up your templates can be a big time saver when it comes to inputting data, enter the data once and push it through.  When designs from multi-user environments are opened, the templates used allow the designer to know what fields there are and how the part was initially set up – even when they aren’t the ones that made it!  Downstream stakeholders such as manufacturing and assembly also benefit from information that is consistent and always knowing where to look.

While templates may seem like a small thing to set up in your organization, thinking them through and putting in the right information can have big impacts through the entire engineering and manufacturing process.

To learn more about tips outlined below, join Jake for the upcoming Templates webinar on Wednesday, August 7 at Noon est.

“In the webinar I will be opening up a part, setting up a few things like those custom properties and measurement units, and then saving that as a template.  I’ll show you  how to have SW point to the template to start new parts, and then demonstrate how that information can automatically populate title blocks on the drawing.  You will walk away with a deeper understanding of how to make a template and use it.”
Jake Davis, Application Engineer
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2 Responses to Creating Part, Assembly & Drawing SolidWorks Templates to Drive Standardization and Efficiency

  1. Philip Huerta says:

    Hi Jake,
    Has this webinar been recorded by any chance. I had a last minute conflict at work and was not able to watch it.
    Thank You,
    Philip Huerta

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