Open My Templates

 

 

Links/ Videos:

 

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

 

Creation Stages / Use:

 

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

 

 

 

  • My Templates is available with TopSolid Local. When using TopSolid in client/server mode, only the user that created these templates will be able to see them, no matter the PC, as long as it is the same user.

  • 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.

 

 

  • A user template is not shared and is only available to this user.

  • 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. Store the project into the vault.

 

To create company document templates:

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

 

Using a document template:

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