Editability and Design Intent
Editability After CAD Exchange: Define the Outcome Before You Transfer
Define the edit a CAD handoff must support, who controls it, whether updates are needed, and how the receiving model will be tested.
Taxonomy / Brand
Onshape Brand
Reference notes in the Brand taxonomy for Onshape.
Editability and Design Intent
Choose a CAD Continuity Strategy: Native, Referenced, Converted, or Rebuilt
Choose a CAD handoff strategy based on who owns the next change and whether source updates must continue.
Editability and Design Intent
Validate Editability After Import: Change Tests, Update Tests, and Exit Criteria
Test whether imported CAD supports the required edit, update path, dependencies, and downstream result in the target system.
Ecosystem Routes and Collaborative Exchange
Route Dossiers: How to Make and Read a Defensible CAD Exchange Claim
Use a repeatable route dossier to separate format capability, product support, preservation evidence, and task-specific acceptance.
Product Structure, Identity, and References
Structure as Data: Why an Assembly Is More Than Its Parts
Define what a CAD handoff must retain when valid component shapes alone do not establish a usable assembly.
Ecosystem Routes and Collaborative Exchange
Direct Translators Are Directional: Planning Native and Third-Party CAD Handoffs
Interpret a direct CAD translator as a release-bound, directional path with a limited preservation scope and a testable receiving task.
Product Structure, Identity, and References
Identity, Instances, and Configurations in a Design Handoff
Specify the identities, repeated occurrences, revisions, and configuration context needed to reuse, replace, update, or archive a design.
Product Structure, Identity, and References
Reconciling BOM Views with Model Membership in a Design Handoff
Compare a CAD model with its BOM or report. Check view rules, row scope, hierarchy depth, and quantity meaning before calling a difference transfer loss.
Product Structure, Identity, and References
External References, Dependencies, and Portable Design Packages
Treat a design handoff as a dependency graph and choose deliberately between live references, copied packages, and flattened or bound delivery.
Product Structure, Identity, and References
Reference State and Update Behavior in Design Handoffs
Check whether linked design data is accessible, current, updateable, and suitable for the receiving task.
Product Structure, Identity, and References
Accepting a Product Structure Transfer: Checks for Reuse, Update, and Archive
Build a purpose-specific acceptance record for a transferred product structure, including hierarchy, identities, configurations, placements, and dependencies.
Preservation Strategy and Interoperability Maps
Choose the Right Handoff Expectation: Delivery, Continued Work, Reference, Update, or Round Trip
Set the intended continuity model for a CAD-data exchange before assuming that a successful import supports future work.
Manufacturing, Fabrication, and Quality Handoffs
Sheet-Metal Flat-Pattern Handoffs: Cut Geometry, Bend Indicators, and Recipient Checks
Plan a flat-pattern DXF/DWG delivery by selecting the intended part and distinguishing fabrication geometry, bend indicators, and auxiliary information for the actual recipient.
Ecosystem Routes and Collaborative Exchange
Reference, Package, or Neutral File? Choosing a Collaboration Route
Choose a direct, referenced, packaged, or neutral exchange route according to ownership, updates, dependencies, required information, and receiver capability.
Ecosystem Routes and Collaborative Exchange
Managed CAD Sharing: Project State, Access, Packages, and Sync
Check that a recipient can open the intended managed CAD state with the permissions, versions, and update behavior the task requires.
Ecosystem Routes and Collaborative Exchange
Live Model Review or Coauthoring? Check Edit and Save Authority
Choose a live model-view review or shared authoring session by participant eligibility, annotation and edit rights, owner-save authority, and the durable result.