Frequently, I am asked how to set up custom standards for drawings created in Inventor. The custom standards include text, dimensions, linetypes, etc. – essentially all of the things that make YOUR drawings look like they came from YOUR company. Many of these settings are saved in the template file, but the majority of them are controlled by Inventor’s Styles and Standards. There is more than one way to set this up, but here is what I think is one of the easiest ways to achieve that goal. The purpose of this article is to help clear-up the process of changing the Styles and Standards in Inventor to customize the appearance of your drawings.
First, let me briefly explain how this is set up in Inventor by default. When you start a new project file and use the default settings, Inventor’s design data is controlling how the drawings look. This design data is the central location for your Styles and Standards. The default location for styles and standards is C:\Users\Public\Documents\Autodesk\Inventor 2016\Design Data.
(Keep in mind that you can make changes to these files, but once you do, you cannot undo those changes. My suggestion is that you make a back-up copy of the original versions of these files so you have something you can fall back on if you make changes that you don’t like. In the steps below, I will make my own copies of these design data files.)
This location is also home to the default Templates as well and can be seen in the image below:
These folders live on each user’s machine. Now let’s take a look at a project file and see where this path is controlled:
One method to setting up your custom styles and templates is to copy the default design data folder and templates folder then paste them on a shared location which all users can access from their machines. You can put these copied folders inside the folder where your project file lives.
In this example, I created a folder called “standards” then pasted the design data and templates folder inside:
Next I will go back to the project file settings and change the path for design data and templates to this new location.
You will also need to make sure the style library is read-write. Otherwise you cannot push changes you make to the styles to the design data settings.
Now that the project is pointing to my personal design data and templates folder I can go make the appropriate changes.
You will need to open a drawing from the templates folder and begin making your styles changes. Once you have the drawing open click on the styles and standards editor and begin editing the styles you need changed.
Now that the drawing is set up with the styles you need for your standards, we need to save these changes to the design data through Inventor. Doing so pushes these modifications up to the design data and cannot be undone, which is why we are working off the copy we made previously. You will notice a dialog box expressing this warning once you do it.
Select the save button in the ribbon located to the right of the Styles Editor.
The final step is to save this drawing as a template for all users to access. Select Save Copy as Template from the Applications Menu and choose the location for the file. Preferably, you should save in the new templates folder we copied over previously.
The last think to do is to test the template. When you select new from the quick access toolbar your project file should point to the new templates folder we copied. Select the template file that was just created and test the drawing with annotations or anything you modified to make sure your styles are being used.
I hope this has been helpful!