A Draftsman document can use document and sheet templates:
To create a new Draftsman document template in your connected Workspace:
Select the Draftsman Document command from the menu of the Add button or the context menu of the template grid.
Define the content of the sheet template. The template supports multi-page documents, data for the main document attributes (tables and lists, drawing types, etc.), page settings and elements created by Draftsman that do not depend on the PCB's design content. A sheet template can be used to define the graphic format of a new or existing drawing document and is also saved as part of a document template.
A multi-page Draftsman document might typically contain assembly drawings, drill tables and drawings, layer stack and BOM tables, and fabrication drawings. When saved as a Document Template, the data from the current PCB is retained to define a drawing content 'shell'.
Save the template to the connected Workspace by selecting the File » Save to Server command from the main menus. The Edit Revision dialog will appear, in which you can define the Name and Description of the Draftsman Document Template Item being created in the Workspace and add release notes as required.
When subsequently used as a template for a new Draftsman document, the project's current PCB data is loaded into the shell in place of the template PCB data, therefore, recreating the document format and its type of content.
To create a new Draftsman sheet template in your connected Workspace:
Select the Draftsman Sheet command from the menu of the Add button or the context menu of the template grid.
Define the content of the sheet template. The templates can contain the graphics information for a page, including sheet sizes, parameters, and zones and border settings. Objects created with the editor's graphics tools (such as lines, rectangles, circles, and text) are also included – for example, a constructed title block and content.
Save the template to the connected Workspace by selecting the File » Save to Server command from the main menus. The Edit Revision dialog will appear, in which you can define the Name and Description of the Draftsman Sheet Template Item being created in the Workspace and add release notes as required.
A Draftsman sheet template can be applied to a Draftsman document page: learn more.
If you have an existing Draftsman document/sheet template (
*.DwsDot), you also have the ability to save this template directly to the Workspace. The process is as follows:
Choose the File » Save to Server command from the main menus.
The Choose Planned Item Revision dialog will appear. Use this to choose the target Draftsman Document/Sheet Template Item into the next revision (or an established revision in the
Planned state) of which the sheet will be saved, then click OK.
At any stage, you can come back to a Draftsman document/sheet template in the Workspace and edit it. From the Templates tab of the Data Management – Templates page of the Preferences dialog, right-click on the template entry and choose the Edit command from the context menu. The temporary Draftsman editor will open, with the template contained in the revision opened for editing. Make changes as required, then save the document into the next revision of the Draftsman document/sheet template.
A local Draftsman sheet/document template can also be created by saving the Draftsman document (
*.PCBDwf) that is currently open in the editor as one of the template types.
When the required Draftsman document is the active document, select the File » Save Copy As or File » Save As command from the main menus. In the Save dialog that appears, browse to the local templates folder for your installation of Altium Designer (defined in the Local Templates folder field at the bottom of the Data Management – Templates page of the Preferences dialog;
C:\Users\Public\Documents\Altium\AD<Version> for the default installation), enter the desired name of the template and select
Altium Draftsman Sheet Templates (*.DwsDot) or
Altium Draftsman Document Templates (*.DwfDot) from the Save as type drop-down.
Local Draftsman templates will be listed on the Templates tab of the Data Management – Templates page of the Preferences dialog, in the Local region of the grid (visible only if the Template visibility option is set to
Server & Local on this page).