Customizing the Custom Properties Tab

The Custom Properties tab is a customizable interface. In companies with multiple SOLIDWORKS users, typically one person, such as the lead user or administrator, creates the customized tabs for everyone to use. The administrator customizes the tab by using the Property Tab Builder, which is a stand-alone utility. You can access this from the SOLIDWORKS Resources tab on the Task Pane, the Custom Properties tab, or the Microsoft® Start menu. The administrator creates different versions of the tab for parts, assemblies, and drawings.

If the administrator makes the changes to the template while you have SOLIDWORKS open, click in the Custom Properties tab and press F5 to refresh the screen.

To customize the Custom Properties tab:

In SOLIDWORKS, if a template does not yet exist for the type of document that is active, on the Custom Properties tab, the administrator clicks Create now to access the Property Tab Builder.
On the Custom Properties tab, when you hover over the fields, the software informs you if the property is applicable to specific configuration or custom configurations.