To create a drafting template in SolidWorks, it is necessary to create the template of the part or assembly where the properties that will be linked to the drafting notes will be created.. Open a new assembly normally, go to tools> options> document properties> units> and in unit system define which will be used.
Now in the SolidWorks pull-down menus and select arquivo> properties > in the summary information window choose the customize tab., the name you type in it will be the same name that will appear later in the draft link creation> and aba "Guy" always choose
In option text > and aba valor/ expressão in text type what you want to appear in the detail note ex: If you typed in the name of the Designer or Painting, in valor/expressão in text type So-and-so or yes 2nd such norm, or if in name you typed weight, in the right corner of the line to an arrow pointing down clicking on it opens up some default software options, choose pasta, will appear on the sw line -... this binds - whether directly with the assembly or part and changing the materials or components changes- if also these values that are seen in the next tab, the calculated value that corresponds exactly to what comes out in the breakdown .
Once this is done, go to Arquivo> save as>part template or assembly template > to save.
open new design>Opções> Propriedades documento>Choose unit system , type and size of arrows, right zero behavior, source of notes...OK
right click on sheet > properties> choose the dihedral (first angle)> choose the leaf scale> OK.
Right click on the sheet > edit sheet format>delete the lines and the existing notes and design your sheet format.
The format design will start at the margin and for that the dimensions of the sheet>to find- las > right click on the sheet > Propriedades > enable custom sheet size > These width and height values will be used as parameters for the next step...
Sketch a rectangle on your blank sheet. > select the lower left point > in the properties window on the left > in parameters > define x = 0 and y = 0 > add a fixed relationship > OK. Select the upper right point of the rectangle and in the properties window define x and y with the values obtained in the previous step and add a fixed relationship.
Create an offset of the obtained rectangle with inward direction thus creating the sheet margin> draw the format of your caption dimension and hide the dimensions.
Select the note in the annotation toolbar and enter notes wherever there will be text and type only in utterances .
For the links to be made, there must be a file made in the part or assembly template created in the previous step, so model, enter some properties, save and insert in your sheet, remembering that to see your file on the sheet it is necessary to exit the sheet editing. Once this is done, go back to editing the sheet.
Select the empty note in front of the subtitle Scale statement and in the properties window on the left select bind property
There are two distinct bonding options:
current document : Links with references to the drillthrough sheet as a dimension, sheet format ...
Model in view specified in sheet properties: Links the properties of the part represented on the sheet, and in this option you will find in addition to the standard software options (SW – filename) the ones that were added in the piece(weight). Choose and an OK.
Do this with all said notes.> exit the edit sheet option > delete all views (if not deleted they will appear every time you open a new drawing.) Arquivo> save as> detail template> to save.
Soon! Now you have created a template with the caption linked to the document properties!
Source: https://boadicadosolidworks.blogspot.com/