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Document Settings

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    The Document Settings dialog box controls the settings in individual files. On various tabs in the dialog box, you can specify the active styles, units of measure, sketch and modeling preferences, bill of materials, and default tolerance.

    You can change settings for the active document. To apply the settings to new documents automatically, change the settings in the templates that you use to create documents.

    NoteThese settings are stored in the document. Any document can display independently from the application settings. Set the document parameters and in the Application Options dialog box, select the option Use document settings.

    Document appearance settings

    Display appearance settings control how a document displays in the graphics window when it is opened. To open all documents with the same display appearance, use Application appearance settings.

    For example, using control at the document level, you can open one dataset as wireframe and another as shaded. You can open documents in different visual styles without having to alter the appearance settings at the application level.

    The document appearance settings are available for New documents. The document appearance settings for migrated documents are seeded from the application options appearance settings. After opening a migrated document, you can adjust the display appearance.

    When you modify the document appearance settings, you can use the document settings for display. To take advantage of these document settings, turn on the application option Use document settings.

    Legacy documents without document appearance settings open with the application options appearance settings. Thereafter, you can specify the document appearance settings to use for the document.

    See also: Application Options settings

    Procedures

    Change the document settings

    1. Click Tools tab Options panel Document Settings.
    2. Click a tab:
      • Units Set units of measurement for a part or assembly file.
      • Sketch Set snap spacing, grid spacing, line weight display options, and other sketch settings for a part or drawing.
      • Modeling Set adaptivity or 3D snap spacing for an active part file. Set the Repair environment default error check. Size the graphics window on file open. The setting only affects the view on file creation and can be set in your template file.
      • Drawing Set the highlighting of invalid dimensions and other annotations in an active drawing file. Specify the Memory Saving Mode.

        Memory Saving Mode instructs Autodesk Inventor to be more conservative with memory both before and during view computation by changing the way components are loaded and unloaded.

        Note This option can increase capacity and increases the time it takes to compute data.
      • Weldment Set the standard for the active weldment assembly.
      • General Set the lighting style and display appearance.
      • Display Appearance settings, General tab Set parameters for edge display, visual style, various shadows, reflection, ground plane, and projection.
    3. Enter the settings.
    4. Click Apply to save the changes.

    Change the document appearance settings

    1. On the ribbon, click Tools tabOptions panel Document Settings.
    2. Click Display Appearance Settings.
    3. Adjust the parameters in the dialog box.
    4. Click the Ground Plane settings command to access the parameters for displaying the ground plane.
    5. Click OK to accept modifications and close the Display Appearance settings dialog box.
    6. Click Apply to cause the appearance modifications to persist in the document.
    7. Click Close.

    Thereafter, any document with document appearance settings opens with those settings.

    Specify the use of document appearance settings

    1. On the ribbon, click Tools tabOptions panel Application Options.
    2. On the Display tab, Appearance section, click Use document settings.

    Thereafter, any document with document appearance settings opens with those settings.

    References

    Document settings

    The document type (.ipt, .iam, .ipn, and .idw) determines the available tabs.

    Access:

    Ribbon:Tools tab Options panel Document Settings

    The following tabs are available:

    Document settings - Standard tab

    Sets the active standard for the current document .

    Access:

    Ribbon: Tools tab Options panel Document Settings. In the dialog box, click the Standard tab.

    Parts and sketches

    Adds the selected style to the default standard associated with the document.

    General

    Active Lighting Style

    Specifies the active lighting style for the current document.

    Display Appearance

    Displays the dialog box where you specify the document display appearance parameters.

    When set to Use document settings, enables the use of document display parameters.

    Physical

    Material

    Specifies the active material for the current document.

    Drawings

    Active Standard

    Specifies the active standard for the current document.

    Adds the selected standard to the default standard associated with the document.

    Assemblies and presentations

    Active Lighting Style

    Specifies the active lighting style for the current document.

    Adds the selected style to the default standard associated with the document.

    Display Appearance

    Displays the dialog box where you specify the document display appearance parameters.

    When set to Use document settings, enables the use of document display parameters.

    Virtual Components

    Assigns a default material to any newly-created virtual component in the current document.

    Weldments

    Active Lighting Style

    Specifies the active lighting style for the current document.

    Adds the selected style to the default standard associated with the document.

    Display Appearance

    Displays the dialog box where you specify the document display appearance parameters.

    When set to Use document settings, enables the use of document display parameters.

    Virtual Components

    Click the arrow to assign a default material to any newly-created virtual component in the current document.

    Annotation

    Assigns a default style to any newly created annotation in the current document.

    Display Appearance

    Control the appearance of a model when you open it, or when you open a new view of the model. To use document based display appearance settings, set the Application Option for Appearance to Use document Settings.

    AppearanceThese settings apply to model edges whenever they are visible.
    Display hidden edges dashed

    When selected, hidden edges display as dashed lines.

    When cleared, hidden edges display as solid lines.

    Hidden Edge Dimming

    Sets the percent of dimming for hidden edges from a range of 10% to 90%. Enter a value or click the up or down arrow to specify a value.

    Depth Dimming

    When selected, sets a dimming effect to convey the depth of a model.

    Visual style is wireframe and Depth Dimming set to Off.

    Depth Dimming set to On.

    Visual Style is Shaded and Depth Dimming set to Off.

    Depth Dimming set to On.

    Model Edges  
    Use part appearanceModel edge color is derived from the component appearance.
    Use color

    Model edges display using the same color. To display the color picker, click the Color button.

    Display silhouettes

    When selected, displays silhouettes. Clear the check box to suppress the display.

    When the selected visual style has model edges set to visible, silhouette display is based on this setting. Default is off.

    Example

    Silhouettes for active component set to Off.

    Silhouettes for active component set to On.

    Silhouettes for inactive component set to Off.

    Silhouettes for inactive component set to On.

    Initial Display AppearanceSets the model appearance for any new window or view.
     

    Visual Style Specifies the preferred visual style used for component display.

    Projection Sets the view mode to Orthographic or Perspective camera mode.

    Ground ShadowsWhen selected, displays model ground shadows.

    Object Shadows When selected, displays model object shadows.

    Ambient Shadows When selected, displays model ambient shadows.

    Ground Plane When selected, displays the model ground plane.

    Ground Reflections When selected, displays model ground reflections.

    Textures On When selected, displays textures on solid model surfaces.

    Use Ray Tracing for Realistic Visual Style When selected, enables ray tracing when the Realistic visual style is selected.

    In the drop-down list, specify the default ray tracing mode:

    • Interactive
    • Good
    • Best

    Document settings - Sketch tab

    In the Document Settings dialog box, sets the default snap spacing, grid settings, and other sketch settings for the active part, assembly, or drawing file.

    Access:

    Ribbon: Tools tab Options panel Document Settings. In the dialog box, click the Sketch tab.

    The active document type determines the available options.

    Snap Spacing

    Sets the spacing between snap points to help with precision when sketching in the active part or drawing. The settings for the two axes can be different.

    X

    Sets the snap distance for the X axis.

    Y

    Sets the snap distance for the Y axis.

    Grid Display

    Sets the spacing of lines in the grid display for the active part or drawing. The sketch grid is aligned according to the sketch coordinate system.

    Snaps Per Minor

    Sets the distance between minor grid lines relative to the specified snap distance. For example, if you set the X snap distance at 0.0625, and specify two snaps per minor, the minor lines are spaced 0.125 apart.

    Major Every Minor Lines

    Sets the number of minor lines to appear between major lines. Major lines appear heavier in the grid display.

    NoteTo display or hide the grid, select Tools tab Options panel Application Options and on the Sketch tab, change the settings.

    Line Weight Display Options

    Sets the options for line weight display.

    Display Line Weights

    Enables the display of unique line weights in model sketches. Clear the check box to show lines without weight differences. This setting does not affect line weights in printed model sketches. To set the actual line weights in print, use the Sketch Properties toolbar.

    • Display True Line Weights When selected, shows line weights on screen as they would appear on paper. For example, regardless of zoom magnification, a line 0.5 inch thick is the same as the height of 0.5-inch text.
    • Display Line Weights by Range (millimeter) When selected, shows line weights according to values you enter. Values range from smallest (left) to largest (right).

    3D Sketch

    Specifies default settings for 3D sketches in the active part.

    Auto-Bend Radius

    Sets the default radius for corner bends automatically placed on 3D lines as you sketch them.

    NoteTo activate or suppress Auto-Bend Radius, select Tools tab Options panel Application Options and on the Sketch tab, change the setting.

    Document Settings - Modeling tab

    Specifies adaptivity, inclusion or exclusion of document history, 3D snap spacing for the active part, and setting for tapped holes.

    Access:

    Ribbon: Tools tab Options panel Document Settings. In the dialog box, click the Modeling tab .

    The active document type determines the available options.

    Adaptively used in assembly

    Available only when the active part is adaptive. Removes the indicator that a part is used adaptively in an assembly. Clear the check box to remove the adaptive indicator.

    NoteNormally you change the adaptivity status only if the assembly no longer uses the part. If you remove the indicator from a part that is still used adaptively in an assembly, the part becomes a rigid body.

    Compact Model History

    Select to purge rollback document history when you save the file. Clear the check box to regenerate the document history to re-enable fast editing performance. Select Manage tab Update panel Rebuild All.

    NoteSelect this option only when disk space is limited.

    Advanced Feature Validation

    Sets the algorithm for computing part features.

    Select the option to use a comprehensive compute algorithm. It is slower but can produce more accurate feature results in rare cases. Cancel the option to use an optimized feature compute algorithm which significantly improves the performance of Shell, Draft, Thicken, and Offset features.

    Note
    • To avoid unexpected topological changes, Autodesk Inventor does not allow a mixture of the two algorithms in one part.
    • The Advanced Feature Validation option is not available for legacy parts computed by the comprehensive algorithm.

    Maintain Enhanced Graphics Detail

    When enabled, graphics information is saved with the file on disk. This detail is used in the graphics display if the Application Options settings is set to Smoother in Application Options.

    Sectioning (Part environment only)

    Participate in Assembly and Drawing Sections

    When checked, the component context menu in the drawing has the Section option checked, and the component participates in sections of Assembly models. When cleared, the component context menu in the drawing has the None option checked, and the component does not participate in sections of Assembly models.

    Tapped Hole Diameter

    Controls the model feature size of tapped holes according to the Major, Minor, Pitch, or Tap Drill diameter of the specified thread.

    NoteWe recommend that you use the default value for this option. Drawing Manager thread representations are generated correctly only when Tapped Hole Diameter is set to Minor.

    Apply to legacy tapped holes

    Updates the setting of existing legacy holes. When you select this option and click OK, all tapped hole features in the document assume the Tapped Hole Diameter setting. Available only if any legacy tapped holes exist in the drawing.

    3D Snap Spacing

    Sets the spacing between snap points to help with precision when 3D sketching in the active part. Controls snap precision when using Move Feature to drag a feature.

    User Coordinate System

    Click Settings... to open the UCS Settings dialog box , where you can set the UCS naming prefix, define the default plane, and select the visibility of UCS and its features.

    Initial View Extents

    Sets the initial visible area when creating a model from a template. Configure this setting in your template files to affect new files. You can set the initial height and width of the graphics window.

    The units for the Initial View Extents follow the setting on the Units tab for the template.

    This setting affects only the view on file creation; therefore, configure this setting in your template files.

    NoteWhen opening an existing assembly, the initial view is controlled by the active design view. When opening an existing part, the initial view is controlled by the size of the part.

    Naming prefixing

    Controls the default naming scheme prefix for new solid or surface bodies. Use to specify a meaningful name for each new body at the time of creation. The default prefixes are Solid for solid bodies and Srf for surface bodies.

    Make Components Dialog Box

    Click Options to open the Make Components Options dialog box. The Make Component settings shown in the options dialog box are specific to the active project. You can establish different settings for each of your projects.

    Repair Environment

    When selected, automatically checks the model for quality after a manual repair operation, such as a boundary patch. This option degrades performance when you select it on complex models.

    Interactive Contact (Assembly environment only)

    When selected, analyzes for contact between components. When selected, degrades performance. The default is not selected. You can use the Surface Complexity option with the Contact Set Only, or All Components options to limit the components considered for contact and collision. Then you can scale down the input to the contact solver.

    Contact Set Only

    Limits participation in contact analysis to selected components.

    If preferred, right-click in the assembly to specify the selected components as a contact set.

    All Components

    Analyzes all components in the assembly for contact.

    Contact Solver Off

    Turns off solver analysis.

    Surface Complexity

    Ignores complex surfaces that are within close proximity to each other. When selected, provides better performance at the cost of slightly less accurate contact and collision detection.

    All Surfaces

    Considers all surfaces. This option is the most accurate, but can be slow for some models.

    General Surfaces

    Takes into account most surfaces; ignores some fillets (blends). This option eliminates a few of the most problematic cases in terms of performance. It is a reasonable compromise between performance and accuracy.

    Simple Surfaces

    Ignores non-analytic surfaces. Yields the best performance, but misses any contact between nurbs surfaces.

    Document Settings - Default tolerances tab

    Sets default linear and angular precision levels and tolerances for part dimensions.

    Access:

    Ribbon: Tools tab Options panel Document Settings, and then click the Default Tolerance tab in the dialog box.

    Use Standard Tolerancing Values

    Select check box to use the precision and tolerance values set on this tab when creating dimensions.

    Export Standard Tolerance Values

    Select check box to:

    • Copy the tolerances to the iProperties Custom tab.
    • Reuse the custom properties in drawings.

    Linear and Angular dimensions

    Click in a row to add a precision level and corresponding tolerance range for upper and lower values. Add a row for each unique combination of precision level and tolerance range.

    Precision

    Click the down arrow under Precision and select the number of decimal places.

    Tolerance

    Under Tolerance, enter the upper and lower range for the precision level.

    Document settings - Drawing tab

    Sets options in the active drawing file or template. To make the settings the defaults for all new drawings, set the options in the templates you use to create drawings.

    Access:

    Ribbon: Tools tab Options panel Document Settings. In the dialog box, click the Drawing tab.

    Defer Updates

    When selected, suppresses automatic update for the active drawing. Clear the check box to update the drawing automatically when the model changes.

    Note
    • When selected, many commands are disabled on the Place Views tab. Hole Note, Bend Note, Balloon, Part List, and Hole Table are not available on the Annotate tab.
    • If you set Defer Updates in a template, you cannot place views in the drawings created from it.

    Cross Hatch Clipping

    Select to have the hatch break about drawing annotations.

    Notes:

    • To enable clipping around user-defined symbols, select the Symbol Clipping option for individual symbol instances.
    • The cross hatch clipping is not supported for datum targets and in isometric views.

    Automated Centerlines

    Opens the Centerline Settings dialog box so you can set the defaults for automated centerlines to a drawing view. For more information, see Automated Centerlines Settings.

    Invalid Annotations

    If the component they are attached to is deleted, promoted, demoted, or replaced, annotations can become invalid .

    Highlight marks invalid dimensions and other annotations that lose their attachment in the active drawing file. Clear the check box to turn off highlighting.

    Preserve Orphaned Annotations retains annotations that have become detached from geometry. Clear the check box to remove orphaned annotations.

    Feature-based Annotation Capture Color specifies a unique color for invalid feature- based annotations. Using the specified color, you can identify annotations that must be deleted and replaced.

    The remaining invalid annotations can be selected. Right-click and select Reconnect Annotation to attempt reconnection to valid anchor points.

    Memory Saving Mode

    When selected, Autodesk Inventor is more conservative with memory before and during view computation, at the expense of performance. It conserves memory by changing the way components are loaded and unloaded. Select Use Application Options to use default setting on the Drawing tab of the Application Options dialog box, or Always, or Never.

    NoteDrawing view creation and modification operations cannot be undone/reverted while the Memory Saving Mode option is enabled. As a result, the Undo/Redo commands in the application are disabled.
    Shaded Views

    Use Bitmap Sets frequency for using bitmaps on shaded views to Always or Offline Only. Enable Always to increase capacity and improve performance.

    Bitmap Resolution Sets the image quality for shaded views. Effects file size, graphics appearance, and print quality. Click the arrow, and select from the list

    NoteSelection of higher resolution can influence performance. If you work with large or complex models of shaded views, we recommend setting Always in the Use Bitmap drop-down menu with a low Bitmap Resolution. This setting reduces memory consumption.

    Dimension Updates

    Dimension Text Alignment controls text position for angular and linear dimensions when geometry is updated.

    View Position maintains text position on the sheet.

    Sheet Position and Maintain Centered retains centered dimension placement while all other dimensions maintain their positions on the sheet.

    Percentage of Dimension Line attempts to maintain all dimension text positions relative to the dimension line.

    Properties in Drawing

    Additional Custom Model iProperty Source specifies a file that contains custom iProperties and adds names of custom properties to Custom Property - Model list. Properties can be then used in the drawing or template.

    Click the arrow to select a file from the list, or click Browse to find and select a file.

    Copy Model iProperty Settings opens the Copy Model iProperty Settings dialog box. Click the command to select model iProperties to copy into the drawing.

    NoteCopied model iProperties can be used in parts lists, title blocks, and other annotations that access model or drawing iProperties.

    Document Settings - Sheet tab

    Sets the default labels for sheets and sets the colors for elements on sheets in a drawing or template.

    Access:

    Ribbon: Tools tab Options panel Document Settings, and then click the Sheet tab in the dialog box.

    Default Sheet Label

    Sets the default label assigned to new sheets in the drawing browser. Labels on new sheets bear incremental numbers (for example, Sheet1, Sheet 2, Sheet3). Click in the box and enter the label.

    Colors

    Sets the display colors for elements of the sheet. Click a color to open the Color dialog box, and select the color for the associated element.

    Sheet

    Sets the background color for the sheet. The color of views, symbols, and other elements does not change, so set a background color that provides good contrast.

    Sheet Outline

    Sets the outline color for the sheet.

    Highlight

    Sets the color of highlighted elements (when the cursor passes over them).

    Selection

    Sets the color of selected elements.

    Document Settings - Bill of Materials tab

    Specifies bill of materials (BOM) settings for the selected component.

    Access:

    Ribbon: Tools tab Options panel Document Settings. In the dialog box, click the Bill of Materials tab.

    The active document type determines the available options.

    Default BOM Structure

    Sets the default BOM structure for the component.

    NoteYou can override the structure to be Reference on any component instance leveling an assembly.

    Unit Quantity

    Displays the Unit Quantity. Unit Quantity is composed of two properties: base quantity and base unit.

    Base Quantity

    Sets the base quantity for the component. Select a parameter to use as the base quantity, and click OK. To edit or add a parameter, click Edit Parameter next to the Base Quantity option. The Base Quantity option is read only for assembly documents.

    NoteIf the parameter that the base quantity is assigned to is deleted, then the base quantity is reset to Each.

    Base Unit

    Select a base Unit from the list, and click OK. The Base Unit option is read only for assembly documents.