Export Settings

Choose how exported PDFs and inspection plans are named and what they show.

Opening Settings

Click Settings (gear) at the top of the sidebar. Settings has four tabs:

Balloons: balloon look and numbering. See Customizing Balloons.
Dimensions: how values are extracted and converted. See Basic & Reference Dimensions and Units.
PDF and Excel: export options, below.

You can drag the Settings window out of the way while you work.

File name: name downloaded PDFs after the Part Name, the Part Number, or both, taken from the title block.
Connector lines: draws a line from each balloon to its dimension.
Highlight boxes: draws a box around each feature.
Timestamp: prints the date and time on the PDF.

The preview shows how these look before you export.

File name: name exported plans after the Part Name, the Part Number, or both.
Split by groups: puts each dimension group on its own sheet of a custom template.
Separate by view: adds a row with the view name above each view’s dimensions.

GD&T frames: show feature control frames as an Image, or as Text such as ⌖ | 0.05 | A | B | C.
Character Classes: show character classes as an Image or as Text.
Multi-line callouts: for a balloon with several rows (1.1, 1.2, 1.3), Distinct gives each row its own serial number; Merged shares one merged serial number cell.

The preview shows how rows will look in the exported plan.