Drawings2CM AutoCad Plugin User Guide

OVERVIEW

The FYB Drawings2CM AutoCAD plugin provides users with a convenient way to view, edit and create new Drawing documents from within AutoCAD 2023.

USING THE PLUGIN

1. Open AutoCAD 2023
2. Open an existing Drawing or create a new file
   
3. Locate and click the Drawings2CM Plugin ribbon button
   
4. The Login Page will open

LOGIN PAGE

To log in, enter your Windows credentials that are configured for the current Content Manager connection. The plugin will first use your cached Windows credentials. If there are none, the login page below will be displayed

NAME	DESCRIPTION
DOMAIN	Your domain
USERNAME	Your windows username
PASSWORD	Your windows password
Login	Logs in to the Drawings2CM Autocad plugin
Cancel	Closes the Drawings2CM Plugin window
	Opens the user manual in D360
	Opens the Drawings2CM Plugin's config page
	Closes the Drawings2CM Plugin window

HOME PAGE

After logging in, the Home page is displayed.

OPEN DRAWING

To open a Drawing currently stored in Content Manager:

1. Click on the Open Drawing button
   

2. Records can either be searched by their: Title, Record Number, Drawings Number or URI

3. Enter a search query and click on the Search button
   

4a. If there is a single result, it will appear in the Selected Record field. Click on the Open button

4b. If there are multiple results, select one of the results and click on the Open button

5. The selected Drawing will open in a new tab in AutoCAD
   

6. Once changes have been made, click on the Check In button. This will close the file and check in the Drawing as a new revision on the Record
   
   

SAVE NEW DRAWING

Drawings can be saved as a new Record in Content Manager by using the Save New Drawing button

1. Click on the Save New Drawing button
   

2. Fill in the mandatory fields (marked with an asterisk *)
   
   For Content Manager object fields (such as record and location fields) click the browse button to select the correct value.
   
   If there is only one value to choose from, the CM Object field will be automatically populated with the value.

3. Click Save
   

4. A popup message will be shown when the Drawing is saved as a new Record in Content Manager
   

UPDATE EXISTING DRAWING

Drawings can be saved as new revisions of an existing Record in Content Manager.

1. Click on the Update Existing Drawing button
   

2. Records can either be searched by their: Title, Record Number, Drawings Number or URI

3. Enter a search query and click on the Search button
   

4a. If there is a single result, it will appear in the Selected Record field. Click on the Update button

4b. If there are multiple results, select one of the results and click on the Update button

5. Once the selected Record is updated, a success message is shown