














Save on the products you need with the AEC Collection and discover the toolkit that expands your skill set.
Save on the products you need with the PDM Collection and discover the toolkit that expands your skill set.
PDM Collection includes:
Save on the products you need with the ME Collection and discover the toolkit that expands your skill set.
In this lesson, we look at the different ways in which a drawing can be registered into Upchain. We’ll also explore how drawing codes can be used to map data to a drawing title block.
In this video, we look at the different ways in which a drawing can be registered into Upchain. Since the drawing is often the key document with which many other stakeholders work, it is important to know how to register drawings to Upchain.
Transcript
00:05
In this video, we look at the different ways in which drawing can be registered into Upchain.
00:10
Since the drawing is often the key document that many other people work off of, it is important to know how to get them into Upchain.
00:17
So, let's take a look.
00:21
When can you register a drawing?
00:25
There are several ways in which a drawing can be registered into Upchain.
00:31
At the same time as the model is registered, after an item already contains a registered model.
00:39
And you can also add a number of drawings to each item within an assembly all at once.
00:49
Let's look at the first example.
00:53
If you already have drawings associated with a model,
00:56
that you intend on registering, the drawings can be registered at the same time, as long as the following is true.
01:03
The drawing has the same name as the model.
01:06
For example, part1.ipt and part1.idw would be registered together.
01:15
The drawing is located in the same folder as its associated model on your local computer.
01:21
And lastly, the drawing must reference the model.
01:27
Let's look at an example.
01:31
This model is being referenced by this drawing.
01:36
You can check that the drawing references the model by setting the drawing as the active file in your CAD system, and then refreshing the cBOM view.
01:47
The cBOM view shows that the model is the child of the drawing.
01:52
This means that Upchain knows there is a link between the two.
01:55
This satisfies the third requirement.
01:59
You can also see that the model and the drawing have the exact same name other than the extension.
02:08
This satisfies the first requirement.
02:11
And is how Upchain suspects the two files belong to each other.
02:18
Lastly, the model and the drawing must exist in the same folder on your local computer, so this satisfies the second requirement.
02:30
As long as these criteria are meet, when the model is registered the drawing will also be registered to the same item.
02:38
Let's create an item.
02:42
Right click. Create item.
02:46
Select the location where the item will go.
02:50
Click Select.
02:59
The registration process begins.
03:01
And because all three criteria are met, we expect Upchain to register the model and the drawing at the same time.
03:11
You can see now that the model has been registered to a new item.
03:17
It also has its associated drawing as seen from the icon in the cBOM view,
03:22
and you can check the documents tab to also confirm that both the model and the drawing have been registered to the item.
03:31
You can also see that both the model and the drawing have been renamed together to follow the file renaming rule in this tenant.
03:41
Let's look at the second example.
03:45
If you have just created a drawing for a model that is already registered into Upchain,
03:51
you can register it into the same item as long as the following is true.
03:56
The drawing references the registered CAD model, and the drawing is saved into the same local folder as the registered CAD model.
04:04
For example, the home folder since the model is registered.
04:09
The second option isn't always necessary if you check in directly from the drawing, if the drawing is active.
04:17
The second requirement is only necessary if you check in from the model.
04:26
So, there are two methods to this example, let's explore method number 1 first.
04:34
If you have created a drawing for a registered model,
04:37
then when you click the refresh button in the cBOM view, you'll see that the registered model is the child of the unregistered drawing.
04:49
Because Upchain can already see that the two files are related to each other,
04:53
it doesn't matter if the drawing has the same name, and it doesn't matter where the drawing exists on your computer.
05:05
From here, you can right click the drawing and choose Save or Check in.
05:15
Save if you want to keep working on the drawing.
05:18
Check in if you just want to register it and release the lock.
05:36
You can see that the drawing was registered to the model from the icon.
05:41
And if you check the documents tab, you can see that the drawing has been uploaded there as well.
05:48
This would be the approach we would use to register additional drawings to an item if you wanted to.
05:56
Let's explore the other methods.
05:59
You can also associate a drawing to an item with a CAD file when you check the CAD file back in.
06:06
In this case, it is required that the drawing be saved with the same name as its model,
06:12
and that it be saved into the same location as the model which will be the home folder since it checked out.
06:34
The model is checked out, a drawing has been created for and saved it to the home folder with the same name.
06:42
Now when the model is checked in or saved,
06:47
Upchain detects that there is an associated drawing, and it is brought in during the check in process.
07:02
You can see the drawing has been registered from the icon, and again, checking the documents tab will confirm that the drawing has been registered.
07:15
Let's look at the third example.
07:19
It might be the case that the drawings are saved until the end of the design process.
07:23
You may even contract out the task of creating these drawings to someone else.
07:28
In any case, you may need a method to import each drawing to its associated model in one go,
07:34
rather than doing it one at a time, as in the previous example, you wouldn't want to do this for hundreds and hundreds of items.
07:43
To be able to register a drawing to every item in an assembly, the following must be true.
07:53
All drawings must have the same name as their associated models.
07:58
All drawings must be located in the same folder as the models on your local computer which will be your home folder.
08:06
And lastly, the drawings must reference the registered models.
08:13
Let's see how this works.
08:20
In the home folder, all drawings must be placed there, and have the same name as their associated models.
08:31
Each drawing must also reference their associated models so that Upchain understands the link between the two.
08:44
Within this assembly, all components are checked out, and none of them have a drawing associated with them yet.
09:04
You can see that Upchain is identifying each of the drawings for each component that's being checked in.
09:30
Now that the check in process is finished, you can see that the drawings have been associated to its corresponding model, as indicated by the icon,
09:38
and you could further check the documents tab for each one to confirm that the appropriate drawing has been uploaded.
Video transcript
00:05
In this video, we look at the different ways in which drawing can be registered into Upchain.
00:10
Since the drawing is often the key document that many other people work off of, it is important to know how to get them into Upchain.
00:17
So, let's take a look.
00:21
When can you register a drawing?
00:25
There are several ways in which a drawing can be registered into Upchain.
00:31
At the same time as the model is registered, after an item already contains a registered model.
00:39
And you can also add a number of drawings to each item within an assembly all at once.
00:49
Let's look at the first example.
00:53
If you already have drawings associated with a model,
00:56
that you intend on registering, the drawings can be registered at the same time, as long as the following is true.
01:03
The drawing has the same name as the model.
01:06
For example, part1.ipt and part1.idw would be registered together.
01:15
The drawing is located in the same folder as its associated model on your local computer.
01:21
And lastly, the drawing must reference the model.
01:27
Let's look at an example.
01:31
This model is being referenced by this drawing.
01:36
You can check that the drawing references the model by setting the drawing as the active file in your CAD system, and then refreshing the cBOM view.
01:47
The cBOM view shows that the model is the child of the drawing.
01:52
This means that Upchain knows there is a link between the two.
01:55
This satisfies the third requirement.
01:59
You can also see that the model and the drawing have the exact same name other than the extension.
02:08
This satisfies the first requirement.
02:11
And is how Upchain suspects the two files belong to each other.
02:18
Lastly, the model and the drawing must exist in the same folder on your local computer, so this satisfies the second requirement.
02:30
As long as these criteria are meet, when the model is registered the drawing will also be registered to the same item.
02:38
Let's create an item.
02:42
Right click. Create item.
02:46
Select the location where the item will go.
02:50
Click Select.
02:59
The registration process begins.
03:01
And because all three criteria are met, we expect Upchain to register the model and the drawing at the same time.
03:11
You can see now that the model has been registered to a new item.
03:17
It also has its associated drawing as seen from the icon in the cBOM view,
03:22
and you can check the documents tab to also confirm that both the model and the drawing have been registered to the item.
03:31
You can also see that both the model and the drawing have been renamed together to follow the file renaming rule in this tenant.
03:41
Let's look at the second example.
03:45
If you have just created a drawing for a model that is already registered into Upchain,
03:51
you can register it into the same item as long as the following is true.
03:56
The drawing references the registered CAD model, and the drawing is saved into the same local folder as the registered CAD model.
04:04
For example, the home folder since the model is registered.
04:09
The second option isn't always necessary if you check in directly from the drawing, if the drawing is active.
04:17
The second requirement is only necessary if you check in from the model.
04:26
So, there are two methods to this example, let's explore method number 1 first.
04:34
If you have created a drawing for a registered model,
04:37
then when you click the refresh button in the cBOM view, you'll see that the registered model is the child of the unregistered drawing.
04:49
Because Upchain can already see that the two files are related to each other,
04:53
it doesn't matter if the drawing has the same name, and it doesn't matter where the drawing exists on your computer.
05:05
From here, you can right click the drawing and choose Save or Check in.
05:15
Save if you want to keep working on the drawing.
05:18
Check in if you just want to register it and release the lock.
05:36
You can see that the drawing was registered to the model from the icon.
05:41
And if you check the documents tab, you can see that the drawing has been uploaded there as well.
05:48
This would be the approach we would use to register additional drawings to an item if you wanted to.
05:56
Let's explore the other methods.
05:59
You can also associate a drawing to an item with a CAD file when you check the CAD file back in.
06:06
In this case, it is required that the drawing be saved with the same name as its model,
06:12
and that it be saved into the same location as the model which will be the home folder since it checked out.
06:34
The model is checked out, a drawing has been created for and saved it to the home folder with the same name.
06:42
Now when the model is checked in or saved,
06:47
Upchain detects that there is an associated drawing, and it is brought in during the check in process.
07:02
You can see the drawing has been registered from the icon, and again, checking the documents tab will confirm that the drawing has been registered.
07:15
Let's look at the third example.
07:19
It might be the case that the drawings are saved until the end of the design process.
07:23
You may even contract out the task of creating these drawings to someone else.
07:28
In any case, you may need a method to import each drawing to its associated model in one go,
07:34
rather than doing it one at a time, as in the previous example, you wouldn't want to do this for hundreds and hundreds of items.
07:43
To be able to register a drawing to every item in an assembly, the following must be true.
07:53
All drawings must have the same name as their associated models.
07:58
All drawings must be located in the same folder as the models on your local computer which will be your home folder.
08:06
And lastly, the drawings must reference the registered models.
08:13
Let's see how this works.
08:20
In the home folder, all drawings must be placed there, and have the same name as their associated models.
08:31
Each drawing must also reference their associated models so that Upchain understands the link between the two.
08:44
Within this assembly, all components are checked out, and none of them have a drawing associated with them yet.
09:04
You can see that Upchain is identifying each of the drawings for each component that's being checked in.
09:30
Now that the check in process is finished, you can see that the drawings have been associated to its corresponding model, as indicated by the icon,
09:38
and you could further check the documents tab for each one to confirm that the appropriate drawing has been uploaded.
In this video, we’ll show you how you can insert special codes into your drawings that will be converted into their corresponding item attributes, revision information, and additional data when released.
Please note that in order for Upchain to write attributes to the drawing title block, the tenant properties "drawing.create.dwg" and "drawing.create.pdf" must be enabled within your organization's Upchain tenant.
Contact your Upchain Administrator for more information.
Transcript
00:05
In this video, we'll show you how you can insert special codes into your drawings,
00:09
that will be converted into their corresponding item attributes, revision information, or additional data when the item is released.
00:18
So, let's take a look.
00:21
As a CAD user, I'm sure you're familiar with how you can link certain properties from a drawings associated model to the drawing.
00:29
This allows you to link information about the model on the drawing so that the drawing updates as the model updates.
00:41
Upchain also has a list of properties that you can include on the drawing that are updated at the time when the item is released.
00:49
Some of these properties do coincide with existing item attributes, such as the item name and item number.
00:57
But there are many others that are not written to the CAD files, and therefore cannot be linked to the drawing in the usual way.
01:05
This includes the person who approved the release of the item and the date they did so,
01:11
the person who checked the item and when they did so and so on.
01:20
There are also codes that cover the previous three revisions of the item.
01:26
And there are codes that indicates the revision date, the person who made the revision,
01:32
the description of the revision, and what the revision level was,
01:35
including the major and the minor revision.
01:39
These codes allow you to include this additional information on the drawing,
01:43
that Upchain will automatically update during the release of the item and allows other users to find this information just by viewing the drawing.
01:52
But please note that these codes are only converted on the DWG and PDF translations of the drawing and not the drawing itself.
01:59
If you want to take advantage of this functionality,
02:02
then your tenant admin must enable the tenant properties, drawing.create.dwg and drawing.create.pdf.
02:12
To insert these codes, check out the drawing.
02:18
Then you can annotate the drawing and insert the codes that you want to include on your drawing.
02:27
For example, you might want to include information such as the item name and the item number in the drawings title block.
02:36
It is a simple case of just copying the codes from the help article into the note or into the title block on your drawing.
02:48
You can also configure the font that's used and the size that's used for the text.
02:56
And Upchain will follow that when it's inserting the values for those codes during the item release.
03:05
Be careful that the full code does not spill onto a second line.
03:10
As up chain will not be able to understand that, and therefore, it would not be able to insert the value for that code onto the drawing.
03:17
So, this may take a little bit of testing to figure out what works best.
03:28
So, include the information that you want.
03:36
You can also include a revision table to capture the previous three revisions of the item,
03:42
and it's created in the same way just by copying and pasting the correct code into the correct box on the revision table.
03:52
Now check-in your drawing to commit those changes into up chain and create those DWG and PDF translations.
04:06
Again, you won't see the codes change on the drawing itself or even the translations at this point.
04:12
They are only converted once the item is released.
04:15
So, to demonstrate what that looks like, the item has now been released.
04:21
And in the web application, you can go to the item's documents tab,
04:25
view its translations, in particular, we'll look at the translation, the PDF translation.
04:35
And you can see the codes have been updated if we zoom in.
Video transcript
00:05
In this video, we'll show you how you can insert special codes into your drawings,
00:09
that will be converted into their corresponding item attributes, revision information, or additional data when the item is released.
00:18
So, let's take a look.
00:21
As a CAD user, I'm sure you're familiar with how you can link certain properties from a drawings associated model to the drawing.
00:29
This allows you to link information about the model on the drawing so that the drawing updates as the model updates.
00:41
Upchain also has a list of properties that you can include on the drawing that are updated at the time when the item is released.
00:49
Some of these properties do coincide with existing item attributes, such as the item name and item number.
00:57
But there are many others that are not written to the CAD files, and therefore cannot be linked to the drawing in the usual way.
01:05
This includes the person who approved the release of the item and the date they did so,
01:11
the person who checked the item and when they did so and so on.
01:20
There are also codes that cover the previous three revisions of the item.
01:26
And there are codes that indicates the revision date, the person who made the revision,
01:32
the description of the revision, and what the revision level was,
01:35
including the major and the minor revision.
01:39
These codes allow you to include this additional information on the drawing,
01:43
that Upchain will automatically update during the release of the item and allows other users to find this information just by viewing the drawing.
01:52
But please note that these codes are only converted on the DWG and PDF translations of the drawing and not the drawing itself.
01:59
If you want to take advantage of this functionality,
02:02
then your tenant admin must enable the tenant properties, drawing.create.dwg and drawing.create.pdf.
02:12
To insert these codes, check out the drawing.
02:18
Then you can annotate the drawing and insert the codes that you want to include on your drawing.
02:27
For example, you might want to include information such as the item name and the item number in the drawings title block.
02:36
It is a simple case of just copying the codes from the help article into the note or into the title block on your drawing.
02:48
You can also configure the font that's used and the size that's used for the text.
02:56
And Upchain will follow that when it's inserting the values for those codes during the item release.
03:05
Be careful that the full code does not spill onto a second line.
03:10
As up chain will not be able to understand that, and therefore, it would not be able to insert the value for that code onto the drawing.
03:17
So, this may take a little bit of testing to figure out what works best.
03:28
So, include the information that you want.
03:36
You can also include a revision table to capture the previous three revisions of the item,
03:42
and it's created in the same way just by copying and pasting the correct code into the correct box on the revision table.
03:52
Now check-in your drawing to commit those changes into up chain and create those DWG and PDF translations.
04:06
Again, you won't see the codes change on the drawing itself or even the translations at this point.
04:12
They are only converted once the item is released.
04:15
So, to demonstrate what that looks like, the item has now been released.
04:21
And in the web application, you can go to the item's documents tab,
04:25
view its translations, in particular, we'll look at the translation, the PDF translation.
04:35
And you can see the codes have been updated if we zoom in.
How to buy
Privacy | Do not sell or share my personal information | Cookie preferences | Report noncompliance | Terms of use | Legal | © 2025 Autodesk Inc. All rights reserved
Sign in to start learning
Sign in for unlimited free access to all learning content.Save your progress
Take assessments
Receive personalized recommendations
May we collect and use your data?
Learn more about the Third Party Services we use and our Privacy Statement.May we collect and use your data to tailor your experience?
Explore the benefits of a customized experience by managing your privacy settings for this site or visit our Privacy Statement to learn more about your options.