I'm the company admin. How do I set company templates for our drawings?

andres_dandler

Hi,

I have created templates for my company.  Now I want to set them as the standard templates for all users in the company.  How do I do that?

I've found Help instructions for creating, editing, importing templates.  But not for setting your templates as the default for all users.

Thanks,

Andres

billy2

I think OS scans your documents and makes all DWT's available to company users. At least it's working for me.

-I have a company defined
-When creating a drawing ' My Onshape' only contains these DWT's I've created. No need to switch to custom templates.

I didn't have to share. Maybe because  I have a company setup, everyone in the company sees these templates.

I have one document that contains all the drawing templates. Templates were imported from SW using DWG and then manipulated inside OS. All properties were updated in OS. It wasn't that hard to do. I still have a lot of work to do here but getting the basic stuff working was fairly easy.

I have the templates in a 'drawing' folder under another folder called 'library'. The folder 'library' is shared globally to everyone.

I did have an issue with showing trailing zero's. One of the templates didn't have this selected and the precision was off for these drawings. I don't use this particular template so I wasn't aware of this issue, someone showed me the issue. We fixed it in his document, then I changed the template. The next instance of a document using this template was correct. It's easy to manage. Much better than SW.

I do have all templates in one document so all templates have the same version. I need to see if revisions can be applied to drawing templates so I can control each template individually. If not, I'll move each dwt to thier own documents and control with versions. We only have 2 templates: 'A' & 'B'. It's not that hard to manage.

I found setting up templates easy,

bradley_sauln

To just clarify and add to what both @billy2 and @john_mcclary said. You can create a company standard/template document or folder and add your drawing templates and maybe even material library info. Then just make sure to share this document with the entire company, under the share settings you will see a company tab. As an admin, you see all company data. Regular members must be explicitly shared into company data they did not create either individually, through a team, or company share or else they won't see it.

I would recommend sharing as View, Comment, and Link ONLY so that the company users can use the template but not mess it up.

Then, everything @john_mcclary and @billy2 said is absolutely correct. The first time a user creates a drawing, they will have to look for the template (so name it for easy discoverability!) and then it will stay at the top of their list.

john_mcclary

It's based on user history.

So you will need to share your template document(s) and then the user will need to browse to the template manually (at least once)
after that, the last border they used will be "default", and any additional borders they use will begin to populate their template history like quick access.

I just created a shared folder and anything I want everyone to have I just dump in there. here you can see where I keep my borders

billy2

I think OS scans your documents and makes all DWT's available to company users. At least it's working for me.

-I have a company defined
-When creating a drawing ' My Onshape' only contains these DWT's I've created. No need to switch to custom templates.

I didn't have to share. Maybe because  I have a company setup, everyone in the company sees these templates.

I have one document that contains all the drawing templates. Templates were imported from SW using DWG and then manipulated inside OS. All properties were updated in OS. It wasn't that hard to do. I still have a lot of work to do here but getting the basic stuff working was fairly easy.

I have the templates in a 'drawing' folder under another folder called 'library'. The folder 'library' is shared globally to everyone.

I did have an issue with showing trailing zero's. One of the templates didn't have this selected and the precision was off for these drawings. I don't use this particular template so I wasn't aware of this issue, someone showed me the issue. We fixed it in his document, then I changed the template. The next instance of a document using this template was correct. It's easy to manage. Much better than SW.

I do have all templates in one document so all templates have the same version. I need to see if revisions can be applied to drawing templates so I can control each template individually. If not, I'll move each dwt to thier own documents and control with versions. We only have 2 templates: 'A' & 'B'. It's not that hard to manage.

I found setting up templates easy,

bradley_sauln

To just clarify and add to what both @billy2 and @john_mcclary said. You can create a company standard/template document or folder and add your drawing templates and maybe even material library info. Then just make sure to share this document with the entire company, under the share settings you will see a company tab. As an admin, you see all company data. Regular members must be explicitly shared into company data they did not create either individually, through a team, or company share or else they won't see it.

I would recommend sharing as View, Comment, and Link ONLY so that the company users can use the template but not mess it up.

Then, everything @john_mcclary and @billy2 said is absolutely correct. The first time a user creates a drawing, they will have to look for the template (so name it for easy discoverability!) and then it will stay at the top of their list.

billy2

I have a global share setup for the folder 'library'. That's why I didn't have to share it. Come to think of it. We don't share much because the folders do most of that for us. 

andres_dandler

Thank you all!  Very helpful.