Create and Edit Title Block Templates

Title block templates contain defined areas in the title block to capture attribute values.

Title block templates are useful when you have to conduct multiple extraction sessions as it saves members time and effort having to manually add attributes, define capture areas, and input values during each session. Our Optical Character Recognition (OCR) system will use the template to automatically read and populate attribute values from the predefined areas.

Project administrators can create title block templates at any time. For example, if a project mainly uses drawings with the same title block layout and paper size, they could create a template at the start of the project to save time for members.

Members can select the templates in the first step of the extraction process for drawings which match the same title block layout and the same paper size defined in the template.

• Create Custom Attributes in the Project
• Access Title Block Templates Settings
• Create Title Block Templates
• Edit or Delete Title Block Templates
  • Edit
  • Delete

Create Custom Attributes in the Project

As you'll be adding custom attributes from the project to the template, you need to check that all the custom attributes you need are available.

1. Click Settings in the Files tool.
2. Click Attributes.
3. Review the custom attributes.
4. If you need more attributes, click Create attribute.
5. Follow the relevant steps in the Folder-Level File Attributes

Project administrators can new attributes to existing templates later if required.

Access Title Block Templates Settings

Only project administrators can access title block settings:

1. Click Settings in the Files tool.

2. Click Title block templates

   

   This opens the Title block templates tab.

   

Create Title Block Templates

1. Click Create template.

2. Select a PDF file from your project files to use as a template.

3. Click Select.

   The PDF drawing opens in the viewer.

   

4. Enter the relevant template information in the New title block template panel:

   • Name: Enter a name for the template.

   • Description: Enter a description of the template if desired.

   • Paper size: The system attempts to autodetect the correct paper size for the PDF. If this is incorrect, click the drop-down and select the correct option.

     Note: When you select and use the template, the drawings you want to extract have to match this selected paper size to extract correctly.

   • Attributes: Click the Add attributes drop-down and add any custom attributes you want to include in the template. Sheet number and Sheet title are included by default and any added attributes will display underneath.

   You are now ready to draw areas on the title block which correspond to those attributes and their values.

5. Click the attribute that you want to capture.

6. Hover your cursor over the relevant area in the title block.

   Tip: Zoom in on the title block to draw a precise capture area.

7. Draw an area large enough to capture the attribute in the title block for pages which will use this template.

   

8. If necessary, click:

   • English (or whatever language is selected): If the selected language is incorrect, select the correct language so the system can read the attribute correctly.
   • Left-right (or whichever text direction is selected): If the selected text direction is incorrect, select the correct text direction so the system can read the attribute correctly.
   • Delete to delete the capture area.

9. Click Save.

   The created template displays in the Title block templates tab, and is also ready to select in the Select Title Block Template step of the extraction process.

Edit or Delete Title Block Templates

Click the More menu next to the title block template that you want to edit or delete.

Edit

You may want to edit the information, attributes, and capture areas you added during the template creation process. For example, you may want to add more attributes and capture areas which members are having to add manually during the extraction process.

Delete

Click Delete to permanently delete the title block template.