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CAD and Drawings

You can add line items from a PDF drawing or a CAD file, including several CAD files at once. Once CAD is linked to a line item, checks can run against its material, and you can download the CAD and production handover files from the quote.

How do I quote from a PDF drawing?​

  1. In Item List, choose Add New Item, then Upload PDF Drawing.
  2. Choose either the Upload New Drawing or Use Existing Drawing tab to select the desired PDF. Tangible analyses the document and reads in part details such as part number, material and dimensions.
  3. You will then be asked to Review Drawing Details, where you can review and adjust the data which has been retrieved from the drawing.
  4. Check fields highlighted in orange first, as Tangible is less sure about them, and any warnings under Issues and advice. With several drawings, a dot on a drawing's tab shows it still has fields to review.
  5. Type over anything that is wrong, for example Part Number, Material, Units, Length, Width, Depth, Holes, Complexity or Tolerances. Use Add dimension to add a missing dimension, or remove one that is wrong. Units, Length, Width and Depth must be filled in before you can confirm.
  6. Once you are happy, click 'Confirm dimensions'.
  7. Tangible will then suggest appropriate process Blueprints for the manufacturing of the part. Choose one and select Add drawing with blueprint.
  8. If none of the suggestions fit, you can still pick a different blueprint, or click Skip to add a single item without a blueprint.
  9. Check the material, pricing model, quantity, markup and tax code on the new line items, then choose Add to Quote.

See also: How do I change an item's quantity, material or price?

How do I quote from a CAD file?​

  1. In Item List, choose Add New Item, then Upload CAD.
  2. Under Upload, choose Upload New CAD to add a file, or Use Existing CAD to pick one already in Storage. Wait for it to finish processing.
  3. Under Select Template, choose a blueprint if one fits, then choose Next. To build the line items straight from the parts and assemblies in the file instead, choose Skip.
  4. Under Link File, choose Link on each item, select the matching parts or assemblies in the CAD Objects tree and choose Save.
  5. Assign materials and pricing models to the line items, then choose Add to Quote. Pricing models use the CAD measurements, such as volume and surface area, to calculate cost and often quantity.

See also: How do I run CAD checks while quoting?

How do I quote several CAD files at once?​

  1. In Item List, choose Add New Item, then Bulk Upload CAD.
  2. Under Upload, choose Upload New CAD and select all the files for the request, or choose Use Existing CAD to pick files already in Storage. Wait for them to process.
  3. Under Select Template, choose the blueprint to use. It is applied to every file you uploaded.
  4. Review the items in the item tree editor and fix anything that does not fit, such as materials, quantities or the structure for a particular part.
  5. Add everything to the quote once the line items are right.

See also: How do I change several line items at once?

  1. In Item List, open the item's menu (…).
  2. Choose Link CAD, or Relink CAD if the item already has CAD.
  3. Select the CAD part to link and save. Items with linked CAD also offer Download CAD in the same menu.

To remove a linked CAD file or drawing while editing line items, use Unlink CAD or Unlink drawing PDF in the item's detail view.

See also: How do I run CAD checks while quoting?

How do I run CAD checks while quoting?​

  1. Make sure the material has DFM Checks switched on (see How do I add or edit a material?).
  2. Link the CAD file to a quote line item and choose that material.
  3. The checks run automatically once the CAD is processed.

See also: How do I add or edit a material?

How do I download CAD and production handover files?​

  1. Open the quote's actions menu.
  2. Choose Download All CAD, Download All Blocking Up or Download CSV for a CSV of the quote line items.

Blocking-up files are only available when the blocking-up CAD check has run.

See also: How do I run CAD checks while quoting?