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Is there an official Onshape introduction Video aimed towards non-cad view only users?
john_mcclary
Member, Developers Posts: 4,015 PRO
Every time we want to share a model with publications. It is going to customers that don't have Onshape and don't understand the basics of how to navigate a publication.
I couldn't find a specific video geared towards that type of user. So, we end up having to export/import/export into SolidWorks then eDrawings, then use email or FTPs. Just to get them in their comfort zone.
It would be nice if there were a short video that can be sent out with every email, that just gave the navigation, toolbar usage, and exporting basics of a publication. Just the non-cad user information, not so much about version management, permissions, and inserting tabs, etc.
I looked in Onshape help and YouTube for a bit. But most of those videos are geared towards the CAD user that is creating the publication.
Has anyone found a video like this? Or can there be an official one made by Onshape?
Thank you
Best Answers
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Kevin_Cowles
Member, Onshape Employees Posts: 52 
I completely agree that there is a content gap here. Something I've had my eye on for a bit, but can help push on the Onshape side.
In the past, I've sent this Tech Tip, which shows 10 sets of actions a view only user can take:
About half of these topics are relevant to your use case, so sometimes I'll hard-link to the View-only toolbar portion: https://cad.onshape.com/help/Content/Light_user.htm#Using3
Similarly, this course is geared heavily towards navigating as a Viewer, but not explicitly publications:
Again, this is close to what you're looking for, but not explicit for publications. That layer seems to be the piece we're missing!
Definitely appreciate the feedback and I think its a great area of improvement.
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Kevin_Cowles
Member, Onshape Employees Posts: 52
@john_mcclary I have it in my backlog for my next assigned tech tip! But the Video that Evan made (dropped 2 days ago) is quite excellent as well (thank you @EvanReese)
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Answers
Best I could find is this:
Twitter: @BryanLAGdesign
That's one of the videos I found, but it is more about how we would use a publication, not the non-cad savvy customer that was raised on eDrawings.
It talks about what a publication is and how to create and share one. All the things irrelevant to the customer / end user.
I'm looking for something short and sweet so they can see how to do cross sections, view the BOM, Rotate, hide/show, change configs, export, switch tabs. Etc.
I completely agree that there is a content gap here. Something I've had my eye on for a bit, but can help push on the Onshape side.
In the past, I've sent this Tech Tip, which shows 10 sets of actions a view only user can take: https://www.onshape.com/en/resource-center/tech-tips/10-ways-cad-viewer-productive
About half of these topics are relevant to your use case, so sometimes I'll hard-link to the View-only toolbar portion: https://cad.onshape.com/help/Content/Light_user.htm#Using3
Similarly, this course is geared heavily towards navigating as a Viewer, but not explicitly publications: https://learn.onshape.com/courses/onshape-enterprise-for-light-users
Again, this is close to what you're looking for, but not explicit for publications. That layer seems to be the piece we're missing!
Definitely appreciate the feedback and I think its a great area of improvement.
Thanks Kevin,
It seemed like there wasn't any video like I was asking for.
I suppose in the end I would like to push this into an improvement request now.
It seems tacky to force our customers to dig through 3 different places like that and have them take a learning center course, just because we use a different software than they are used to. There is a lot of extra information they would have to dig through and I'm sure it will be a 2LDR situation, followed by "Can't I just get an eDrawing?"
I don't want the customer to feel like they need to learn something complicated. Having a simple short video that walks through the basics from a customer's viewpoint seems to be the best.
I used to have one on the old channel but it was taken down. I need to remake it. There's enough new UI anyway. It's on my list!
The Onsherpa | Reach peak Onshape productivity
www.theonsherpa.com
@john_mcclary I have it in my backlog for my next assigned tech tip! But the Video that Evan made (dropped 2 days ago) is quite excellent as well (thank you @EvanReese)
Oh right! meant to post that here. Thanks @Kevin_Cowles
The Onsherpa | Reach peak Onshape productivity
www.theonsherpa.com
Good video, thanks!
Awesome! sent it to some customers immediately!
Perfect. That's what it's for!
The Onsherpa | Reach peak Onshape productivity
www.theonsherpa.com