How to Import Files into the CAD Viewer

How to Import Files into the CAD Viewer

CAD Collaboration

How to Import Files into the CAD Viewer


Overview

Use Import Files to temporarily add another supported 3D file from the same project to the CAD Viewer. You can position the imported model and visually assess a proposed change without modifying the original CAD files.
For example, you can import a STEP file for a replacement bracket, position it within the current model, and review its approximate fit.
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Note: Import Mode into the Viewer is a temporary and does NOT edit. Moving or removing an imported model does not modify the original project files or CAD data.

What Import Files Does

Import Files allows you to:
  • Preview a replacement or alternative component in the current model
  • Reposition the imported model in the CAD Viewer
  • Visually assess approximate fit, placement, and spatial relationships
  • Compare design options without editing the source CAD files
Importing a file does not replace an existing project file, modify geometry, or update the source CAD files.

Before You Begin

  • Open any CAD file in a given Project Drive in the CAD Viewer.
    • In the Desktop App, right click any CAD file in the Cloud Drive of a given project and select ‘View’ to open in the CAD Viewer.
    • In the Browser, simply click the given CAD file or assembly to view in the CAD Viewer.

Import a File

  1. Open the part or assembly you want to review in the CAD Viewer.
  2. Click Import Files from the top-right import icon inside the Viewer.
  3. Import Files button in the CAD ROOMS Viewer used to add an existing project file for temporary visual review
  4. You have the option of uploading a new part or to search a part across your Workspace:
  5. Project file search in the CAD ROOMS Viewer for selecting a supported 3D file to import
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    Whilst the CAD file might be of a specific format, you can import files of any CAD format we support.
     
  6. On loading the file into the Viewer, right click to ‘Select Handles’ to orient the part to the location or position you seek for your review.
  7. notion image
    When loading is complete, the imported model appears in the CAD Viewer and CAD ROOMS automatically enters Import Mode.
    Imported 3D model displayed in Import Mode for positioning and visual fit review

Work with the Imported Model in Import Mode

In Import Mode, you can reposition the imported model and visually assess its position relative to the model already open in the CAD Viewer. You can:
  • Review a component’s position within an assembly
  • Compare the imported model with the current model
  • Assess approximate fit and spatial relationships
  • Use the imported model as a visual reference before making changes in native CAD software
Import Mode is intended for visual review only. It does not modify geometry or permanently update the assembly.

Remove the Imported Model or Exit Import Mode

When you finish reviewing the imported model:
  • Remove the model from Import Mode if you no longer need it in the current CAD Viewer session.
  • Exit Import Mode to return to the standard viewing experience.
Removing an imported model or exiting Import Mode does not delete the source file from the project.

When to Use Import Files

Use Import Files when you need to:
  • Compare an alternative component with the current model
  • Review approximate placement or spatial relationships
  • Use another project file as a temporary visual reference

Import Files vs. Upload or Replace

Action
Purpose
Import Files
Temporarily add another model to the CAD Viewer for visual review
Upload
Add a new file to the project
Replace
Upload a new version of an existing project file
Use Import Files for temporary visual evaluation. Use Upload or Replace when you intend to change the files managed in the project.

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