Managing Templates

You can create, edit, download, change the maturity, and delete a template in the Template Management widget.

Required access roles: Leaderor Administrator

This task shows you how to:

Before you begin:

From the MySession action bar, click Manage Template. The Template Management widget opens where you can manage all the templates accessible to you and create more templates.

You can create a template in Design with Inventor by choosing the appropriate template type in Template Management. The available template types are:

  • Drawing
  • Product
  • Part

Create a Template

You can create a template to use it to create other Inventor® objects.

  1. In the Template Management widget, click .
    The Create Template dialog box opens.
  2. In the Create Template dialog box, enter the following information.

    Field Name Description
    Title Enter a title for the template.
    Description Describe the template.
    Target 3DEXPERIENCE Type Select a target 3DEXPERIENCE type.
    • Drawing- Drawing
    • Part or Product- Physical Product
    File The file path of the template after you select it from Browse.

  3. Do one of the following:

    • Select Create As Released to save the template to the 3DEXPERIENCE in the Released maturity state.
    • Select Create As Private to save the template to the 3DEXPERIENCE in the Private maturity state.

    The template is created.

Edit Template

You can update a template file or edit its metadata.

Before you begin: You can edit only the templates that are in Private maturity state.
  1. In the Template Management widget, select the required template and click .
    The Edit Template dialog box opens.
  2. In the Edit Template dialog box, enter the following information:

    Field Name Description
    Title Enter a title for the template.
    Description Describe the template.
    Target 3DEXPERIENCE Type Select a target 3DEXPERIENCE type.
    • Drawing- Drawing
    • Part or Product- Physical Product
    File The file path of the template after you select it from Browse.

  3. Click Save.
    The template is updated in the 3DEXPERIENCE platform.

Download Template

You can download a template locally.

In the Template Management widget, select the required template and click .
The template file is downloaded and opened in Design with Inventor.

In the Template Management widget, click to refresh the list of templates saved in the 3DEXPERIENCE platform.