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How to create a custom draft template

March 21st, 2011 by John Pearson

Open one of the default draft templates which match your standards. For example, if you are using the ANSI standard, start with the ‘ansi draft’ template.

Note: All the Solid Edge delivered templates can be found by going to the Application menu, and click New. This launches the New dialog. Select the More tab for the complete list of delivered templates.

Note: The rest of this document will use the ansi draft.dft file to illustrate how to customize the draft file.

Once the draft file has been opened, go to the View tab > Sheet Views and turn on the Background sheets.

This displays all of the background sheets, that have been defined in the existing template, as tabs at the bottom of the window.

Background Sheet

The background sheet is used for graphics that you want to display on more than one drawing, such as a border, title block, logo, or raster background picture (watermark). A background sheet can be displayed and printed along with any working sheet it is attached to.

Working Sheet

The working sheet is where drawing views of 3D models are created and placed. It is also where you place 2D model views of geometry located on the 2D Model sheet.

Note: When placing your model into the draft file, the background sheets are turned off. They appear behind the working sheet, when set up too, in the Sheet setup.

Note: Any geometry, text, or image, which appears on the background sheet, cannot be deleted or modified from the working sheet.

Edit existing background sheets

To edit an existing sheet, click on the appropriate background sheet tab, to activate it.

Note: All background sheets have the BACKGROUND watermark, to let you know that you are working in a background sheet.

You can now delete any unwanted geometry, text, or images. You can edit any text. You can add any new geometry, text, or images. You can also insert Property Text callouts, which can be useful for automatically populating information of a part during initial placement of the draft views.

To add geometry, simply use the sketching tools found under the Sketching tab. You can insert images or logos onto the background sheet by using the Insert Image command, found in the Sketching >Insert group. You can place text using the Text block command or the previously mentioned Callout command.

You can add a title block by dragging and dropping a .dft, .dwg, or .dxf file onto the background sheet or placing it using the Place Block command.

Creating new background sheets

To add new background sheets, RMB click over an existing sheet tab (with the background sheets tuned on), and select Insert.

On the new background sheet, RMB click and select Sheet Setup…

In the Sheet Setup dialog you can select the sheet size and assign the sheet name.

Once the new background sheet is set up, create or input all your necessary boundaries, titles blocks, logos, images, and notes.

Set up your working sheet

Once your background sheet is set up to your liking, turn off the background sheets.

Either create or edit an existing working sheet. Run the Sheet Setup command on the working sheet.

Set up and name you working sheet. Make sure your size matches that of your newly created background sheet.

On the Background tab, toggle on the Show background option, and select the desired background sheet, and click OK.

Saving your template

On the Application menu, click Save As.

In the Save In box, specify the folder you want to save the new template to.

Note: You need to save your template in a folder only used for your custom templates. This folder should be selected for your User Templates under the File Locations tab in the Solid Edge options.

In the File Name box, type a unique name for the new template.

Note: Once saved you can edit your start-up screen to include the new template. This can be done by clicking on the Edit Create Options link on the start-up screen.

Still Need Help?

Designfusion offers template creation services. For more information please contact us at 1-888-567-3933, or contact your Account Manager.

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