Open Company Templates

 

 

Links/ Videos:

 

This command allows you to open the project in which company templates are found.

 

Creation Stages / Use:

 

Select File > Templates > Open Company Templates... from the TopSolid button.

 

 

 

A template is a base file. There are no links between the template and the document created from this template. If the template is modified or deleted, documents created from this template will not be impacted.

 

 

  • Company templates can only be accessed when used in TopSolid Client/Server Mode.

  • It is not recommended to add materials, user properties, environments in the "My templates" (or company templates) projects.

In this case, if a template part uses a material saved in "My templates", the created part by using this template will be linked to this material. By exporting this new part as a package, and importing it in another pdm, it will create a duplicated "My templates" project in this other Pdm.

These types of documents have to be created in a library.

 

 

You can also create other types of document templates.

 

To create document templates for a project:

 

  1. Open the project.

  2. Create or drag the documents to be used as templates into the Templates folder.

  3. Check in the project.

 

To create my documents template:

Follow the procedure described in the help section Open My Templates.

 

Using a document template:

 

To use a document template, click the New Document icon .