Page Comparison

CAD admins have the ability to create and save templates that are available for use by their entire location. These are also referred to as Franchise or Dealer templates.

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• Consider folder/library organization

  • Can set up ahead of time, they will not show until a template is saved into it

  • Most common is to have based on room type

    • Can also save the same template in multiple folders

  • Remember to delete old or replicated template files

• Consider template naming conventions

  • Concise but clear

  • Alphabetical

• Do not have to create in every width, mounting type or part orientation

  • Too many options means more time finding templates

  • Templates can be quickly edited once placed (width, number of shelves, size of drawers, etc)

  • If component template is Wall Mount, can be placed as Floor Mount if cursor is towards the floor (red line in thumbnail indicates FM)

• Can “lock” component depth

  • Helpful for certain template times (garage components, media or office)

  • Depth is represented by red number in thumbnail for component templates

• Can “lock” bottom treatments, backing, and more

  • Great for leveler legs, bottom caps, etc.

  • Helpful for certain template times (garage components, media or office)
    

Create a Shared Component Template 

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• Add empty comp. Adjust the component width, height, etc. as desired. Add parts.

• Right click on Comp > Save As Template.

  • If prompted, select “Standard Template” > OK.

• Click into a library subfolder > Save.

  • If wanting to create a new library, select “New Folder” and name it while still in the “templates” main folder.

  • If not saved into a subfolder, the template will NOT show in CAD.

• Type in a “File Name” for the template. This is how it will appear when hovering over the thumbnail.

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• Go to main menu > Upload Template>Franchise.

• Select/fill in fields:

  • Category: Desired CAD library folder. Can type in a new folder here (do not save into .design).

    • This is the folder it gets saved into in OneDrive and where it would be selected in CAD.

  • Template: File path to user template to upload; File name will be template name.

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	File Name: How it will appear in folder. Make specific, can include room type, overall width, depth, main characteristic, version number, etc. Ex. Closet 14D 90W Hutch
	Display Name: What it shows when placing/scrolling in design. Can be similar to File Name or provide more detail such as part types, special features (lighting, moldings, drilling, etc). Ex. 14”D Closet Base Hutch w/ WM DH and LH
	Style:Leave blank
	Height/Width: Range in which the template will show up (width can be slightly smaller than min so they can always autofit or adjust individual components).
	Application: Use if wanting to add a new folder to place into (type new folder name, select “Add”).
	Available/Selected: Click on available template library folders they will show up in. Click “->” arrow to move to Selected(or vice versa). Templates can be placed in multiple library folders. Will also give option for user-created folders if wanting to replicate to dealer.

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