Open CAD files in read-only mode
When you use the Open option from the Project BOM to load CAD from Upchain to your CAD system, the CAD files are downloaded to your local home folder and opened in read-only mode. You cannot edit the CAD file until you use the CAD plugin to Check out from Upchain the item associated with the CAD file.
To open a file from Upchain and view it in your CAD system in read-only mode:
From the My Workspace or My Projects section, click the project you want to work in.
The project name and number appears at the top of the plugin to set the context for the rest of the plugin.
Navigate to the BOM View and select ProjectBOM to ensure you receive the latest file version uploaded to Upchain.
Navigate to the item you want to open. Right-click it and select Open.
The Download window opens.
(Optional) Choose which file version of the parent assembly you want to download, if desired. This defaults to the latest version.
(Optional) Select the appropriate Load Filter.
In the left column, all model files are selected by default. In the second next column over, decide if you want to download the associated drawings (if they exist).
Tip: Right-click the drawing column heading to select all, select none, or select by item status.Note: The Download window displays a box next to every item regardless of whether it has a drawing. If you select a box beside an item that does not have a corresponding drawing, then no drawing is downloaded.Click Download to begin the download process.
When the files finish downloading to your local home folder, click Open model (or Open drawing if you selected the parent level drawing).
The CAD model is downloaded to your home folder and opens in your CAD software in read-only mode.
redownload.files.to.home.folder. When enabled, an Overwrite option is added to the right-click context menus in the CAD Plugin. Select the Overwrite option to open the Download files window and overwrite the modified file in the home folder, as long as the file is not checked out. In effect, this enables you to revert any changes you may have made to the file. In any case, it is generally beneficial to use the Project BOM to open CAD files. Speak to your Tenant Administrator to find out how this property is set for your company.