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Getting Started in Layout
Document Setup & Customization

1.3_Document Setup-Customization

0:00 Now that we have a handle on changing global settings in Preferences…let’s now look at how to change and customize the size, look, and specific settings of just our new document.

0:11 You can find the document settings under ‘File/Document Setup.’

0:16 The first option is for ‘Auto Text’, which we’ll skip over for now as it’ll make more sense later once we introduce working with text in the next course.

0:25 The next option is for controlling grids.

0:28 Grids in LayOut function like guides in other programs, and provide a snapping reference to help keep objects and linework organized and aligned.

0:36 Regardless of the template you’re working with…Here is where you can turn the grids on or off.

0:39 Regardless of the template you’re working with…Here is where you can turn the grids on or off.

0:41 You can also change the appearance of the grid lines themselves by switching to points only or changing colors of either the major or minor grids.

0:50 Let’s change the grid spacing and color now. Make sure that your grid is showing and enter either 1”, or 25.4mm, and see how our grid looks.

1:02 And at the bottom we have a few other options like whether we want our grid lines to print or move them always show on top of our drawing content.

1:11 Let’s jump back into our page for a second and look at how the grid works by drawing a few lines and noticing how they snap to corner and mid-points.

1:20 You can also toggle whether you want to snap to the grid or not.

1:23 If you go up to ‘Arrange’ you can see that you can toggle ‘Grid Snap’ off or on.

1:29 If you go up to ‘Arrange’ you can see that you can toggle ‘Grid Snap’ off or on.

1:29 There’s also a toolbar icon and keyboard shortcut you can set as well.

1:36 Next down is ‘groups’ settings…which function like they do in SketchUp, in that when editing a group, you can control whether to fade or hide everything else in the drawing

1:46 We’ll just leave as default for now.

1:48 After that, is paper settings which allows you to modify your document’s paper size at any point after creating a new document.

1:56 In addition to size, is paper color, which can show up just on screen or be printed as well.

2:02 We also have the ability to show and adjust margins.

2:05 By default, the margins are the same color as the grid but you can change if you’d like more contrast between the two.

2:12 For this example, let’s change the margins to a magenta color, so it’s obvious what is margin and what is grid.

2:20 Next, let’s take a quick look at ‘References’.

2:23 References show paths to any external files that have been added to our LayOut document.

2:27 It’s blank of course now because we just started…but we’ll come back and check it out after inserting some content in later lessons.

2:36 Lastly, are the settings for controlling our drawing units.

2:39 For this lesson, we’re going to be using ‘Fractional’ units.

2:42 Feel free to keep decimal if you’d like – just note that with fractional we’ll be adding 'inches' and 'feet' to our measurements and dimensions later when drawing and annotating.

2:51 It’s important to remember that after modifying all of these settings, like units, grids, margins, etc…that they apply only to this document...

2:60 So next time you create a new drawing, it will have reverted back to the default settings.

3:04 If you find that you like the custom document settings that you’ve made and want to use them each time you create a new drawing, you can go to ‘File/Save as a Template.’

3:12 Then give your template a name and then hit ‘Save.’

3:15 Then the next time you create a new drawing, you can browse the ‘My Templates’ dropdown and find your newly saved document settings.

3:23 If you want set your new custom template as the default every time, then just check ‘Always use selected template’ and that’s it.