SOLIDWORKS TECH TIP: Easy Template Storage

I have a template for everything. Problem is, every time I go to upgrade, I’ve got a long list of folders to point SOLIDWORKS to in Tools > Options > System Options > File Locations > Document Templates. I learned an awesome trick I want to share with you that makes this super easy.

First and foremost, store your templates away from your installation. Anything you customize should be saved outside of the default folders – and this location should be backed up regularly (I had to say it).

Keep all templates under a single top level folder, then categorize them by adding a sub-folder.

For example, my top level folder is called Templates 2015. Inside that folder, I have sub-folder for each of the classes I teach: Advanced Part, Assembly Modeling, and so on.

In Tools > Options > System Options > File Locations > Document Templates, I point only at the Templates 2015 folder.

The sub-folders will organize your templates and become the names of the tabs you’ll see in SOLIDWORKS under the File > New Advanced Dialog:

Stay organized and thanks for reading!

For more training and tutorials on the many 3D CAD Modeling solutions in the SOLIDWORKS family of products and add-ons, please feel free to look through our Webcast Archive, register for an upcoming webcast or event, or look into our 3DU SOLIDWORKS Training and Certification courses.

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