Drawings2CM AutoCad Plugin User Guide

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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
    2022-08-18_16-53-34.png
  3. Locate and click the Drawings2CM Plugin ribbon button
    2022-08-18_16-54-59.png
  4. The Login Page will open

LOGIN PAGE

To log-in, enter your windows credentials that are configured for the current Content Manager connection.
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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
2022-08-18_17-01-10.png Opens the user manual in D360
2022-08-18_17-01-18.png Opens the Drawings2CM Plugin's config page
2022-08-18_17-01-30.png Closes the Drawings2CM Plugin window

HOME PAGE

After logging in, the Home page is displayed.
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NAME DESCRIPTION
Open Drawing Open a Drawing from Content Manager
Save New Drawing Save the currently opened Drawing as a new Record in Content Manager
Update Existing Drawing Save the currently opened Drawing as a new Revision on an existing Record in Content Manager

OPEN DRAWING

To open a Drawing currently stored in Content Manager:

  1. Click on the Open Drawing button
    2022-08-18_17-11-54.png

  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
    2022-08-18_17-17-03.png

4a. If there is a single result, it will appear in the Selected Record field. Click on the Open button
2022-08-18_17-19-52.png
4b. If there are multiple results, select one of the results and click on the Open button
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  1. The selected Drawing will open in a new tab in AutoCAD
    2022-08-18_17-22-52.png

  2. Once changes have been made, click onthe Check In button. This will close the file and check in the Drawing as a new revision on the Record
    2022-08-18_17-24-14.png
    2022-08-18_17-24-43.png

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
    2022-08-18_17-07-16.png

  2. Search for and select a Container to store the new Record in. Containers can be searched for by their: Title, Record Number, Drawings Number or URI
    2022-08-19_13-45-09.png

  3. Fill in the mandatory fields and click on the Save button
    2022-08-19_13-48-49.png

  4. A popup message will be shown when the Drawing is saved as a new Record in Content Manager
    2022-08-19_13-50-07.png

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
    2022-08-18_17-07-16.png

  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
    2022-08-18_17-17-03.png

4a. If there is a single result, it will appear in the Selected Record field. Click on the Update button
2022-08-19_13-56-45.png

4b. If there are multiple results, select one of the results and click on the Update button
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  1. Once the selected Record is updated, a success message is shown
    2022-08-19_14-00-24.png