3D PDF Template Editor Options

File

New Creates a new template.
Open Opens a saved template.
Save Saves the template to the same name and location.
Save As Saves the template to a new name and location.
Delete Theme Deletes the template.

Clipboard

Undo Reverses the last action.
Cut Deletes selected elements.
Copy Copies selected elements to the clipboard.
Paste Pastes elements from the clipboard on the current template tab.

Format

Format Painter Copies a text style to another text element.
Align

Aligns two or more template elements by:

Top , Bottom , Left , Right , Center , or Middle .
Group

Groups and ungroups elements on a template page.

Group and Ungroup

Order Sets the order of elements from front to back. Select an option:
  • Bring to Front. Moves element to the first position.
  • Bring Forward. Moves element to the front by one position.
  • Send Backward. Moves element to the back by one position.
  • Send to Back. Moves element to the last position.

Insert

Rectangle Inserts a rectangle.
Text
Inserts a text placeholder. Set options:
  • Template text field. Places a text box on the template. Specify text when creating the template to display on every document.
  • Text field. Places a text box on the template. You can specify text when publishing the 3D PDF in the SOLIDWORKS software. Set the font family, size, color, and type text in the text box.
  • Custom property field. Places a text box on the template. You can choose a custom property value to display when publishing the 3D PDF in the SOLIDWORKS software. Select Configuration Specific to select and insert configuration-specific properties.
  • PDF form field. Places a text box with a text fill-in area on the template. You can enter text in the published 3D PDF document.
BOM Table Inserts a BOM placeholder in an assembly document. When you publish to 3D PDF, the BOM from the assembly appears in the BOM placeholder.
Hole Table Inserts a hole table placeholder in a part document. When you publish to 3D PDF, the hole table from the part appears in the hole table placeholder.
Generic Table Inserts an existing SOLIDWORKS table into a template.
Background Sets a background image for the template.
Image
Inserts an image on the template. The image can be moved and resized in the template editor. Set options:
  • Change Image to select a different image.
  • Reset to Original Size to restore the image size.
  • Lock Aspect Ratio to maintain the ratio of width to height.
  • Delete to remove the image.
Imported Notes Inserts annotation notes from the part or assembly document into their own field within the published 3D PDF.
Independent Viewport Inserts an independent viewport that users control in the final PDF by right-clicking and selecting from the context menu or using mouse-controlled zooming and orientation.
Projected Viewport Inserts a viewport that can be assigned to back, top, bottom, right, or left of the primary viewport.

Layout

Snap Snaps the selected entity to other template entities.
Fit to Window Zooms the page to fit in the entire window.
Page Setup Sets the template size and orientation.
Lock Locks elements on a template page so that they cannot be moved or resized.
Help Displays the SOLIDWORKS help.