SOLIDWORKS Templates 101: Assemblies

In Part Two of this Four-Part Webinar Series, Eric is covering Assemblies. Here he will demonstrate how to create SOLIDWORKS Assemblies Templates, set Assemblies Options, as well as define and manage MetaData.

About This On-Demand Webinar

SOLIDWORKS Templates is an essential aspect of the SOLIDWORKS family and below we will preface some of the information presented above by giving you a more in-depth look at the uses and benefits of SOLIDWORKS Templates. 

In Part One of this series, we took a closer look at the Pre-Template setup, an overview of the default options with SOLIDWORKS as well the various tools options. Following up on these items is Part Two of this Four-Part Webinar string with Assemblies Templates. Here Eric is back to expand on the creation of SolidWorks Assemblies Templates, the options within Assemblies and how to define and manage MetaData. 

As in the first webinar, Eric begins by covering the basics and driving home that with the Templates software consistency in location, name and units is key. Consistency is a part of the process of using SOLIDWORKS Templates. 

From here, the default options are once again reviewed for selecting your settings when you open Templates for the first time. Tools options are the next topic, and Eric begins to show you how to create a consistent location and reference that is so important to Templates. In the example, he goes through to explain this, and we learn that you can have multiple tabs for multiple customers or multiple projects, maybe a tab for sheet metal and one for PCB Plastics. You can have as many tabs as you need to categorize your paths. Here he also touches on the “Help” window and how to access it in the most beneficial manner for you. 

Now we move into the specifics with Assembly. First, we open any blank SOLIDWORKS Assembly, then you will see those default options mentioned above that you can turn on or off and set to help assist the best process for you. Two things that are important to cover under the Options settings are “System Options” and “Document Properties.” This is where we see the key in creating a consistent foundation for your document so the template properties on the specific document you or others have open are in the same format.

Document properties information comes full swing in the next section where Eric covers “Custom Property File.” Here he lays out the properties from a drop-down list. This list you control defines the type of properties people have access to.  Lastly, he shows exactly how to save your work out as an Assemblies Template. 

All in all, some features are very similar to working in Parts Templates, the difference lies in the customization of the MetaData. To learn even more, look forward to the rest of the webinar series: Drawing Templates (*.drwdot) in SOLIDWORKS or go back to the beginning with the first webinar, Part Templates (*.prtdpt).

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