By default, every new project you start is based on a template. A template determines what settings new projects will have, such as the unit of measure, and building location settings. You can even include building elements in a template, or a complete set of worksheets with custom title blocks. Templates are a great time saver, eliminating repetitive tasks every time you start a new project.
You can create a template out of any drawing by simply saving it in your Templates directory. To use the template in new drawings you need to select the template in your Startup options.
Creating a Template
- Unless you have already created the drawing you want to use as a template, start a new project (File > New) and base it off of one of the existing templates to start.
- Specify the settings you want to save with the template, such as;
- Your typical building location settings. (Settings>Building Locations)
- Your typical settings. (Settings>Document Settings)
- Unit of Measure
- Element Mark Settings
- Datum Lines
- Your dimension standards.
- You can insert a border and title block (in Worksheet View) and fill in the text portions to save time. Note that any elements in your drawing will be saved as well, so unless you want these elements to appear in new projects, you should delete the elements from your drawing.
- Select File > Save As.
- In the Save As dialog, navigate to the program’s Templates folder. By default, this is found in the following location:
- In the File name edit box, type a name for the template.
- Click the Options
- You can designate a specific picture (either the last open view or a picture you can upload) and type a description for the template so you remember which template it is if you are making multiple templates. Click OK.
- Click Save.
Now when you start a new project, the template will be in your list of available templates.