Creating a Document

You can create a new CATIA V5 document, using one of the templates made available by your Integration Administrator. Save the new document to 3DEXPERIENCE Platform to create and associate an 3DEXPERIENCE Platform object with the new document.

Before you begin: Ensure that the required templates are available. A user with the Integration Administrator role can create, add or remove templates. For example, CATProcess Template. For more information, see Defining the Start Design Templates section of X-CAD Design Management Administration Guide.

While working with templates:

  • You cannot create a template in the Embedded Integration mode.
  • Default templates from 3DEXPERIENCE R2015x are not installed now. Before using 3DEXPERIENCE, you should create some templates and then use it.

  1. In the CATIA toolbar, select 3DEXPERIENCE Platform > New.

    OR

    In the 3DEXPERIENCE platform toolbar, click .

    The New dialog box appears.
  2. Enter these details.

    Field NameDescription
    CATIA V5 TemplatesSelect a template. Available templates are grouped by template types.

    • Select only one template in the CATIA V5 Templates area.
    • The CATIA V5 Templates tree lists all the template types mapped by the Integration Administrator in the global configuration object.

    NameType a name. You can also select the Autoname check box and select a series from the Autoname list.
    Note: If you select the Autoname check box, the Name field is not available.
    TypeSelect a document type from the list.
    Note: This option is available only when you select a template in the CATIA V5 Templates area. Only 3DEXPERIENCE Platform types which are available for the selected template are listed. By default, only one type is available for each type of template, but this may differ depending on the types set up by the Administrator.

  3. Click OK.

A document is created based on the selected template.

Attributes are not synchronized from 3DEXPERIENCE Platform to CATIA when you create a document. No default templates will be installed by Connector for CATIA V5. However, template types which are specific to its integration will be installed and corresponding GCO entries will be retained.