You can create Insight XT-managed documents by selecting from the Create portion of the Solid Edge startup screen, or choosing New from the Application menu.
When you create a new document, you either use the default template for that environment, or you must select the environment-specific template you want from the New dialog box.
English and metric templates are delivered with Solid Edge for each environment:
Part
Assembly
Draft
Sheet Metal
Solid Edge provides templates supporting standards, such as ISO, DIN, JIS, ESKD, and Chinese.
Regardless of the method you use to create a document, a document template is used as a starting point. A template is a document that provides default settings for text, formats, geometry, dimensions, units of measurement, and styles that are used to produce a new document.
You can edit the property set of the standard templates to include default values for some of the properties as well as the additional custom properties you need to manage your documents. For example, to make it easier to create drawings that conform to your company's standards, you should consider defining a custom Draft document template where the dimensioning and annotation standards for your company have been defined.
Document templates are delivered with Solid Edge in the \Solid Edge ST5\Template folder and they can be imported into the Insight XT-managed environment using the Insight XT→Import Solid Edge Templates program.
When you create a new document, it is given a temporary file name. The file name format includes the Item ID, a separator, the Revision, and an extension that corresponds to the environment you are in. For example, when you create a new part document using the default template, the format is 101_A.par where 101 is the Item ID, the underscore is the separator, A is the Revision, and .par is the file name extension.
Note:
The default file name format is controlled by the Document Name Formula defined in the Solid Edge Options→Helpers dialog box.
Any changes you make to the document are temporarily stored in memory. You have to save the document to preserve the changes to your document. The first time you save the document, you can define a permanent document name as well as other document properties using the New Document dialog box.