How Do I Add a Template to SolidWorks?

Adding a template to SolidWorks is a simple and effective way to streamline your design process. Templates allow you to have a pre-defined set of settings, styles, and dimensions that can be easily applied to new designs. In this tutorial, we will walk you through the steps to add a template to SolidWorks.

Step 1: Accessing the Template Options

To begin, open SolidWorks and navigate to the “File” menu at the top left corner of the screen. Click on “New” from the drop-down menu, and then select “Part” or “Assembly” depending on your needs.

Step 2: Choosing a Default Template

After selecting the desired type of file, you will see the New Document dialog box. Here, you have the option to choose either the default templates or any custom templates that you may have created previously. To select a default template, click on the “Use default templates” radio button.

Tip:

  • Bold Text: Use bold text for important tips or key points.
  • Underlined Text: Use underlined text for emphasis or highlighting.

If you wish to create a custom template, click on the “Advanced” button at the bottom right corner of the New Document dialog box.

Step 3: Creating a Custom Template

If you clicked on the “Advanced” button in step 2, you will now see the Document Properties dialog box. Here, you can customize various settings such as units, dimension styles, annotations, and more. Make any desired changes according to your preferences.

Note:

  • Bold Text: Use bold text for important notes or warnings.

Once you have customized the settings, click on the “Save As” button located at the bottom of the dialog box.

Step 4: Saving the Template

In the Save As dialog box, navigate to the desired location where you want to save your template. Enter a name for your template in the “File name” field and make sure to select the appropriate file type from the drop-down menu.

For SolidWorks part templates, choose “.prtdot”. For assembly templates, choose “.asmdot”. Once done, click on the “Save” button.

Note:

  • Underlined Text: Use underlined text for specific file types or menu options.

Congratulations! You have successfully added a template to SolidWorks. Now, every time you create a new part or assembly file, you can simply select your custom template from the New Document dialog box or use your default template settings.

In Conclusion

Templates are an excellent way to save time and ensure consistency in your SolidWorks designs. By following these simple steps, you can easily add a template to SolidWorks and enhance your workflow. Remember to experiment with different settings and styles to create templates that best suit your needs.