Cloud includes "Title Block" functionality that lets you add a dedicated block next to drawings. In the title block, you can add company, drawing, and customer details as specific fields. Adding title blocks to drawings helps you identify them easily.
You can create two types of title blocks:
Global: A "Global" title block is available for use by all Cloud users if the user who created it shares it. You can create a "Global" title block under "Settings > Drawing > Title Blocks."
Quote-Specific: A "Quote-Specific" title block is one that you create under a drawing in a quote. This title block is available only for drawings in the quote.
Once created, you can choose a specific title block (global or quote-specific) for a drawing and download the drawing PDF with the block.
Title Blocks interface
You can access the interface to create title blocks in three places:
#1 Under Settings
Go to "Settings > Drawing > Title Blocks." This is the interface to create and manage global title blocks.
The options to create a new title block and edit an existing one are available in the top-right corner.
All title blocks you have created are listed in the left pane, with the block name, creator, and last modified date.
Once you create a new title block, you see its Edit view, the Title Block Editor. You can see the following in Title Block Editor.
The options to configure the title block appear in a pane on the left.
The toolbar for adding fields to the title block appears at the bottom.
The fields appear next to the drawing layout.
The left pane contains options to configure the fields added to a title block.
The options to duplicate, download, and delete the title block are available in the top-right corner.
#2 In Drawing Manager
When in Drawing Manager, you can access the Title Blocks interface. To access it, click the "Title Blocks" icon at the top.
Cloud displays a modal with all shared global title blocks and quote-specific blocks. You can create new blocks and edit existing ones.
Check out this article for more details.
#3 In a drawing
You can access the Title Blocks interface to create and edit title blocks within a drawing.
Check out this article for more details.
Create a title block
You can create as many title blocks as you need. Once created, you can apply any of them to a drawing.
The steps to create a global or quote-specific title block are identical. This article describes the steps to create a global title block.
To create a title block:
1/ Go to "Settings > Drawing > Title Blocks" in the left navigation menu.
Cloud displays a sample title block and the title blocks you've created in the left pane.
2/ Click "New" in the top-right corner.
You can see "Title Block Editor," the interface for creating and editing title blocks.
3/ In the "Title Block Name" text box, add a name for the title block.
Configure the title block
4/ Configure the title block in the left pane.
Formatting
a/ Set up the formatting options in the Formatting section.
Formatting options let you define the drawing's final print layout when you apply the title block.
The following are the formatting options for a title block.
Option | Description |
Paper size | Select from a variety of ISO, ANSI, and ARCH paper sizes for printing the drawing |
Orientation | Select the orientation of the drawing's print layout: Portrait or Landscape. |
Placement | Select where you want to place the title block: on the right or at the bottom. |
Select different paper sizes, orientation, and placement options to preview the drawing with the title block applied.
Grid
b/ Set up the grid options in the Grid section.
Grid options let you set the title block's overall size and the number of cells. A "Cell" is the smallest unit of a title block where you can place a data field, such as an image or text.
The following are the grid options for a title block.
Option | Description |
Width | The width of the title block in millimeters (mm) |
Height | The height of the title block in millimeters (mm) |
Rows | The number of rows in the title block grid |
Columns | The number of columns in the title block grid |
For example, with 5 rows and 6 columns, you have 30 cells to place data fields in the title block.
Zones
c/ Set up the zone options in the Zones section.
Zone options let you divide the drawing (including the title block) into distinct, smaller areas horizontally and vertically. With zones added to a drawing, reviewers can refer to specific areas for feedback and those that need the designer's attention.
The following are the zone options for a title block.
Option | Description |
None | Selecting this does not show zone markers on the drawing |
Horizontal | The number of horizontal markers and the convention: Letters (ABC...) or Numbers (123...). |
Vertical | The number of vertical markers and the convention: Letters (ABC...) or Numbers (123...). |
For example, with 6 horizontal markers and 7 vertical markers, the diagram's print layout has 42 zones.
Add data fields to the title block
6/ Add the required fields to the title block.
A "Field" is a distinct chunk of data you add to the title block.
To add a field, click the field in the toolbar at the bottom of the canvas.
You can add 5 different types of fields: Image, Text, Company, Drawing, and Client.
Image
Use the Image field to add a logo or image to the title block.
If you select "Logo," Cloud automatically adds the logo set for your company.
If you select "Image," you can upload an image.
In the left pane, you can choose whether to show the uploaded image or rotate it 90 degrees.
Text
Add plain text via the Text field. Once added, you can specify the following in the left pane:
Field format
Add text such as a title in the "Text" field.
Set the text size in the "Size" dropdown.
Set the text color from the "Color" field.
Left-align, Center-align, or Right-align the text using the "Align" options.
Show text as-is or rotate it by 90 degrees.
Label format
Add a label for the text in the "Label" field. The label is always shown in uppercase.
Set the label's size, color, and alignment.
Company
You can add the Company field to show the company details. Cloud fetches the company details from the "Settings > Account > Company Profile page. Once added, you can specify the following:
Company details
Select the company details such as the name, email, and license number you want to show in the title block. Cloud displays the tags of the details in the field. When you apply the title block to a drawing, Cloud shows the relevant company details.
Field format
Set the text size in the "Size" dropdown.
Set the text color from the "Color" field.
Left-align, Center-align, or Right-align the text using the "Align" options.
Show text as-is or rotate it by 90 degrees.
Label format
Add a label for the text in the "Label" field. The label is always shown in uppercase.
Set the label's size, color, and alignment.
Drawing
You can add the Drawing field to show drawing details when you apply the title block to a drawing. Once added, you can specify the following:
Drawing details
Select the drawing details you want to show in the title block, such as the name, number, and revision number. Cloud displays the tags of the details in the field. When you apply the title block to a drawing, Cloud shows the relevant drawing details.
Field format
Set the text size in the "Size" dropdown.
Set the text color from the "Color" field.
Left-align, Center-align, or Right-align the text using the "Align" options.
Show text as-is or rotate it by 90 degrees.
Label format
Add a label for the text in the "Label" field. The label is always shown in uppercase.
Set the label size, color, and alignment.
Account
You can add the Account field to show the account details associated with the quote when you apply the title block to a drawing in a quote. Once added, you can specify the following:
Account details
Select the account details you want to show in the title block, such as the name, email, and company. Cloud displays the tags of the account details in the field. When you apply the title block to a drawing, Cloud shows the relevant account details.
Field format
Set the text size in the "Size" dropdown.
Set the text color from the "Color" field.
Left-align, Center-align, or Right-align the text using the "Align" options.
Show text as-is or rotate it by 90 degrees.
Label format
Add a label for the text in the "Label" field. The label is always shown in uppercase.
Set the label size, color, and alignment.
8/ Click the "Back arrow" in the top-left corner.
You can see the title block in the left pane.
Share the title block
After you create a global title block, you can share it with other Cloud users so they can use it in the drawings in their opportunities.
Check out this article for more details.
Edit a title block
You can update the fields, move the fields in the block, or resize a field or the block itself.
Check out this article for more details.
Apply a title block
You can apply a title block to a drawing by clicking the "Title Block" icon on the drawing toolbar. After you apply it, you can download the drawing PDF with the title block.
Check out this article for more details.