What is the easy way to create a Sheet Set Template?

[marocho58BB4]

Hello,

What is the easy way to create a Sheet Set Template? I have already a Template drawing file and would like to incorporate Sheet Set into it 

[pendean]

Here is an video tutorial that may help while you wait https://www.youtube.com/watch?v=h63bM_QMsEY

[VincentSheehan]

Sheet Sets are saved in a separate file (*.dst). Do you have a template project folder structure created? We keep a blank Sheet Set file in an SSM folder in the same folder as the sheet files.

..\DWG\Sheet\SSM\

[marocho58BB4]

Is there a way to keep the tabs in sheet set? I created a template CAD file and created a sheet set template.

but when I open my template drawing and create a new sheet set using the template I created, all the tabs are gone in the sheet set template.

[VincentSheehan]

Are using Sheet Set Manager to create the new sheet from a template? If so, it will create the one named tab when creating the sheet.

I create the sheet from the template then import it into Sheet Set Manager.

[marocho58BB4]

What method did you use to import to sheet set. I am trying to simplified this task for another CAD user to use.

basically have everything set up as soon as they use the template drawing.

[pkolarik]

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@VincentSheehan wrote:

You are using Sheet Set Manager to create the new sheet from a template? If so, it will create the one named tab when creating the sheet.

I create the sheet from the template then import it into Sheet Set Manager.

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I've always created any new sheets from within the Sheet Set Manager. The SS can be pointed at the template you want to use for all new sheets, and our default SSM setup is pointed at our default drawing template. I have a second, and third, SSM setup saved on our network for when we need to use a different template to set up drawings.

[VincentSheehan]

Sorry, I missed typed. I was asking if you were using SSM to create the new sheets. I understand SSM. We have so many different sheets with different client borders, viewports and so on. We would have a ton of templates. Multiple SSMs should work.

[marocho58BB4]

Am in the same situation. Multiple client with deferent borders and sheets.(tabs)

Just trying to find a way to simplify it. Easy step by step instruction. 

[marocho58BB4]

This is the template I made for sheet set. I need this format to be use when creating a new drawing

[pkolarik]

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@marocho58BB4 wrote:

Am in the same situation. Multiple client with deferent borders and sheets.(tabs)

Just trying to find a way to simplify it. Easy step by step instruction. 

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For the most part, we use our own titleblocks on our projects. However, we have a handful of clients who want their own titleblock used for work for them. In those cases what I've done is one of the two following things: (I try to keep it simple whenever possible.. too many different options can lead to errors, etc)

1. create a custom titleblock that mimics that client's titleblock, but utilizes the Sheet Set fields we use in our typical Sheet Set. This has worked for about half of our client titleblocks. It's dependent, however, on the client's titleblock having more or less the same information needed on the titleblock. If it's vastly different, then option 2 is the way I've gone.
2. Create a custom titleblock that mimics that client's titleblock, and create a custom SSM file specifically for use with that client and with that titleblock.

What this has resulted in over the years is 2 or 3 of our company-standard titleblocks and 2 company-standard SSM files....along with roughly maybe a dozen client-specific titleblocks and around 3 or 4 client-specific SSM's