Copy

Click the button in the ATR CustomTools toolbar or click ATR CustomTools, Copy.

The Copy pane appears on the left side and the ATR CustomTools pane appears on the right side.

The Copy pane is used to set up new Property values for the components processed. The ATR CustomTools pane is used to determine which documents are processed during the Copy operation.

If you perform the Copy command on a document with unsaved changes, you are prompted to save or ignore the changes. You can proceed with the copy operation even if you ignore the changes.

Use the following links to jump directly to the section of the Copy feature side panes you are looking for.

• Copy pane
• ATR CustomTools pane
• Related Topics

Copy Pane Features

• Action
• Configurations
• Scope of the Properties
• Target Project
• Properties

Action

Select the documents to process from the ATR CustomTools pane on the right side of the SOLIDWORKS window.

Save As	Available when the model is open in SOLIDWORKS. Saves the selected documents into the destination folder set in the ATR CustomTools pane, using ATR CustomTools' Property-based file naming rules of the selected Project. Files in the listing that are NOT selected for the operation but refer to files being saved as, will have their references updated to the new copies; similar to what SOLIDWORKS Save As operation does for open documents. Files whose references are updated must not be read-only.
Save As Copy	Copies the selected documents into the destination folder set in the ATR CustomTools pane, using ATR CustomTools' Property-based file naming rules of the selected Project. Updates all references of the copies within the current process; never modifying any of the source documents.
Rename And Move	Renames the selected documents and moves them into the new destination folder set in the ATR CustomTools pane, using ATR CustomTools' Property-based file naming rules of the selected Project. Files in the listing that are NOT selected for the operation but refer to the renamed files, will have their references updated and thus must not be read-only. Rename And Move is not supported for files in SOLIDWORKS PDM.
Write Property Values	Writes the Properties that are set as modified (i.e. the disk icon is pressed) to all documents selected in the ATR CustomTools pane. If modifying a property that is part of a combination, the combination is resolved for each selected file individually. Sequences are shown by their name and generated dynamically for the files during the process.
Zip	Select the Zip action to compress the selected files into a zip file.

Configurations

Document properties	Modified Property values are written into the SOLIDWORKS document level custom properties and all configuration-specific Property values are deleted.
Active Configuration	The changed and/or new Property values are written to the currently active or referenced model configuration.
All configurations	The Properties are written into all existing configurations of the selected document.
Property Specific	Select the Property Specific option as the target configuration to write the assigned property values at the level specified in the Properties settings. You can set up the desired document level to write the property value using the Initial Configuration setting in the Basic Information page of the Property Wizard.
Document properties and active configuration	Write the value assigned to a Property into the document properties and also to all configurations of the SOLIDWORKS model. Property values written to Document properties and active configuration appear in the document's Custom level Summary Information and also in the Configuration Specific level of Summary Information in the configuration active at the moment of saving.
Document properties and all configurations	Write the value assigned to a Property into the document properties and also to all configurations of the SOLIDWORKS model. Property values written to Document properties and all configurations appear in the document's Custom level Summary Information and also in the Configuration Specific level of Summary Information in all configurations at the moment of saving. Please refer to the SOLIDWORKS help for more information about the SOLIDWORKS document's Summary Information levels. TIP: See use case examples about the target configuration options in the Properties pane help.
Include only active/referenced configuration	Select this option to include only the active or currently referenced model configuration in the output file created by an action performed by the Copy feature.

The Include only active/referenced configuration option is available only for the following actions:

• Save As
• Save As Copy

For actions that do not support this option, it is hidden.

Scope of the Properties

By selecting the document type scope, you can also filter the Properties shown in the Copy pane:

Model	Shows Properties with scope Model. Write new values into the Properties with scope Model. Applies to all 3D models.
Drawing	Shows Properties with scope Drawing. Write new values into the Properties with scope Drawing. Applies only to drawings.
Part	Shows Properties with scope Part. Write new values into the Properties with scope Part. Applies only to parts.
Assembly	Shows Properties with scope Assembly. Write new values into the Properties with scope Assembly. Applies only to assemblies.

Target Project

Properties

The rest of the Copy pane shows the Properties defined in the profile. To assign new Property values for the output documents, set new values for the desired Properties using the controls in the Copy pane. Properties left empty are copied from the source documents without any changes.

The icons for ATR CustomTools combination properties are always enabled, allowing the user to choose whether to generate and write the combination values in copy that are used for other purposes than file naming.

For Example: If a combination includes properties for which the user does not assign a new value and the files are stored in an external data source like a PDM system, the properties are read from the source files. Using the icon, the user can choose whether to generate and write the new combination value.

ATR CustomTools Pane Features

The following controls are located in the ATR CustomTools pane, which appears on the right side of the SOLIDWORKS window when the Copy command is performed.

• Insert
• Advanced
• Destination paths
• View Mode of the document list
• Documents to process list
• Search from the documents list

Select a part in the document list to highlight it in the model and in the SOLIDWORKS Design Tree view.

Insert

The Insert options are located in the ATR CustomTools pane.

Selected Model	Inserts the structure of the selected model into the list of documents to be processed. The existing document structure is replaced by the selected model's structure when you click the Selected Model button. TIP: Suppressed models are also retrieved into the document list and can be processed as well as unsuppressed models.
Assembly	Select the desired assembly and insert it with its structure into the list of documents to be processed.
Folder	Insert the desired folder into the list of documents to be processed.
Files	Insert the desired files into the list of documents to be processed.

If a file has more than one instance in an assembly and the instances are from UNC (Uniform Naming Convention) or from the mapped network paths, those instances are considered as one file because a file cannot have more than one instance in the document structure shown in Copy.

Advanced

The Advanced options are located in the ATR CustomTools pane.

Find and Replace in Filename	Opens the Replace dialog box to find and replace user-defined strings in filenames. NOTE: New filenames must be generated before using this command. If not, a prompt to generate new filenames is shown.
Import copied files to custom tools database	Select this option to import the copied documents into the ATR CustomTools database after copying.
Exclude design library files	Excludes files located in Design library folders from the copy process. Files in the design library folder cannot be processed with the Copy feature if this option is selected. Design library folders are defined in the SOLIDWORKS options. See the SOLIDWORKS help for more information about design library folders.
Update drawings	Updates all the drawings related to the selected models.

Destination

Save folder	Determines the destination path for the copied model documents.
Drawings save folder	Determines the destination path for the copied drawing documents. Click to set up the destination path for output models, drawings, and zip files using the following pre-defined settings: Project save folder Retrieves the destination path from the project's settings where the selected documents are assigned during the copy operation. Use the Project box in the Copy pane to determine the project for the copied files. To keep output files in the same project as the source files, do not change the selection in the Project box. Original root assembly path Retrieves the path where the source files are located. Browse Opens a folder browser to select the desired destination path.
Zip name	Determines the name for the output zip file where the selected documents are added during the copy operation. (Available only if the selected action is Zip) After zipping, the destination folder of the output file opens automatically in Windows Explorer.
Keep the folder structure under the main assembly folder	The original folder structure is kept in the copied structure as in the source documents.

View Mode

Nested	Show the documents to be processed as a structure-based hierarchical list.
Flat	Show the documents to be processed as a simple one level list where all documents are on the same level without any hierarchy.

Documents to Process

Generate Filenames

Generates new filenames for the documents shown in the documents to be processed list. Filenames for the documents are generated based on the file naming rules defined in the ATR CustomTools Projects options related to the project selected in the box located in the Copy pane.

The documents to be processed by the Copy feature are shown in the list below the copying options in the ATR CustomTools pane. The structure of the selected component appears automatically in the list when you perform the Copy command. (itself and all of its related documents)

To see the desired Property values of the documents in the document structure, select the Display in Copy option for those properties in the Additional Options page in Property Wizard.

Double-click a document to customize its output destination path and filename.

Right-Click Menu

Check all	Select all documents in the list.
Uncheck all	Clear selection of the documents.
Expand all	Expand the structure of all documents in the list.
Collapse all	Collapse all document structures in the list.
Check search results	Select all documents found by the document search.
Uncheck search results	Clear selection of documents found by the document search.
Check children	Select children of the selected document.
Uncheck children	Clear child document selection of the selected document.
Expand children	Expand the document structure of the selected document.
Collapse children	Collapse the document structure of the selected document.
Check folder	Select all documents in the same folder as the selected file.
Uncheck folder	Clear selection of all documents in the same folder as the selected file.

Search Documents

The ATR CustomTools Copy feature has a similar document search feature as used in Print/Convert and Export features.

Search string	Type the keyword to search for in the documents to be processed list.
Search	Executes the search. Items found are highlighted in the document list.
	Locates and highlights the next matching row in the document list.
	Locates and highlights the previous matching row in the document list.

• Find and Replace in Filenames
• Customizing the Output Path and Filename of the Selected Document
• Properties Pane
• Property Functions
• Additional Property Options
• Manage Your Projects Using the Project Options
• Resolving Errors Occurred with the Copy Feature
• See the Common Tips Related to the Copy Feature