- Develop Part, Assembly, and Drawing templates specific to a client as soon as you begin a project
- For these client-based templates, be sure to arrange:
- the preferred 'Unit System', including number of decimals or whether to use fractions
- the 'Hide/Show Items' to your preference
- the Drawing 'Title Blocks' to feature the clients name and/or logo
- Leave the Custom Properties of Part, Assembly, and Drawing templates blank
- If not mapped already, ensure the System Options are arranged to include any needed templates in the Default Templates and File Locations > Document Templates settings
- Utilize 'Property Tab Builder' to create 'Custom Property' templates for Part, Assembly, and Drawing files
- separate part templates can be developed for both designed components and for common hardware
- use the 'Task Manager' pane to easily assign and edit the Custom Properties for each file type
- Add commonly used 'Command' icons to the 'Main Toolbar' or the 'View (Heads-Up) Toolbar'
- locate these in positions that minimize mouse travel (i.e.: place a 'close file' icon next to the 'save icon')
- Utilize 'Context Toolbar'
- Utilize 'Mouse Gestures'
- When building assemblies, simply press and hold [Alt] + select entity, then drag to mate model geometry
- Press [Tab] to flip alignment, if needed
Of course, these are just four of the many aspects of SolidWorks that can aid in improving productivity. Easy to implement into a routine if you haven't done so already, these four areas should yield noticeable improvements toward managing multiple clients efficiently and effectively.