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Summary: This video demonstrates how to create a tag for a released project.  To begin, open the design and navigate to the three radial dots in the history link and choose Create Tag.   This allows users to create a tag or note to review a design.  The tag is denoted in purple, and can also be renamed if needed.  Tags can also be removed if desired.   Transcript: 00:00:00:00 - 00:00:37:03 In this video, I'll show you how you can create a tag...

Summary: This video discusses how to check if a user has permissions to download a file from a project.  It begins by opening the share button to verify who the file is shared with, as well as the advanced settings for adding recipients.   Permissions can be updated by selecting the update button in the dialogue box.  Finally, the video concludes by showing the steps for users to download a schematic file from the project, as well as the entire...

Summary:   This video demonstrates how to create a library from a project and add it to Altium 365.  To begin, open a project and navigate to make (an) integrated library within the design menu.  A library is automatically created.   Next, select the library using the plus library button in the file library importer.  Within the file, multiple lib file types are supported and categorized for import.  Validate the file, click the button and read...

Summary:  This video demonstrates how to copy parameters from an existing project to a project template.  To begin, open a project and navigate to the project options and parameters tab.   Select the parameters needed and choose copy.  Open the explorer panel and edit the project template parameters.  Paste the items and select yes to move the project parameters.  Lastly, save the project to Altium 365, and then go back in to verify the project...

Summary: In Altium 365, the component library is an essential place to store your electronic design data.  The library is organized in several ways.  The first way is through component types, or dynamic labels, wherein a component type is assigned to that component.  The second organizational method is via folders in the Explorer.  The Explorer is used to setup and organize items and set sharing rights.   The video then moves into Altium...

Summary:  This video demonstrates the process to place a generic component into a schematic, especially if the manufacturer part number is unknown.  Users can insert this placeholder component within the components panel by selecting their chosen component type from those available and selecting place.  The component is placed in the schematic in red, denoting that it is a generic component, and can be replaced by selecting and deleting it, and...

Summary:  This video demonstrates how to create a project template.  It begins by opening a project file with a schematic, PCB, and BOM Document, and saving it as a template with a name and description.  Next, save the file to the Altium 365 server to put it into version control before viewing the project in the web browser, where each of the documents are available.     Similarly, a project template can also be created from the Explorer Panel...

Summary:  This video demonstrates the design review process.  To begin, select the design review link or navigate to the radial dots in the upper right corner.  Type in a description for the review, and notice the time stamp, date, and review author/initiator.   A customer checklist can also be added through the admin settings, or a template can be chosen.  Items can then be removed from the checklist by selecting the trash icon, and the...

Summary: This video demonstrates the process to create a managed BOM and choose an alternate part in that BOM.  To begin, open the Managed BOM Creation Dialog Box and select the variant, name, and folder location.   Then, create the BOM, open the link, and view the BOM information.  Any items with concerns will display in red, and should be replaced.  Lastly, replace the red items by right clicking and adding an alternative part based on the...