Summary Information

You can use the Summary Information dialog box to add more information to a part or assembly document, or to a configuration of the model in the document.

Use this type of custom information in the followings ways:

  • Apply in a Bill of Materials
  • Add associative dimensions in parts that dynamically update in a Bill of Materials
  • Use as advanced selection criteria for managing assembly configurations
  • Integrate with drawing sheet formats and link notes to document properties
  • Add system-defined, configuration-specific mass properties
You can modify the Summary Information dialog box by resizing it or changing column widths, to make information visible that would otherwise be truncated.

The software saves your changes with the active document. Changes you make are specific to the active document and do not affect other documents.

Entering or Displaying Summary Information

To enter or display summary information:

  1. Click File > Properties.
  2. In the dialog box, on the Summary tab, type the appropriate information in the boxes provided for: Author, Keywords, Comments, Title, and Subject.
    The system provides read-only Statistics about the document’s creation date, the date last saved, and the name of the person who saved the document last.
    If you insert a part identification number in the Title box, you can use that number automatically when you create a bill of materials in an assembly drawing that contains that part.