Document Menu

The Document menu contains the following commands:

• Rename a document - Provide a new name for the document.
• Move to - Select a folder to which to move the currently open document.

  Keep in mind that when moving a document from one root folder to another, the ownership of that document is transferred to the owner of the folder into which it is moved. The Share permissions also change to be inherited from the new root folder.

• Document details - Enter a description for the document; this description displays on the Documents page, in the Detail panel. If you have access to Release management and have Onshape's workflow enabled, this box also includes a Not revision managed checkbox to indicate that this document and its objects not be included in any Release management workflow. You can also assign a category for the document here.
• Restore deleted workspaces - Restore any workspaces that were deleted from the document. See Versioning and Branching for details.
• Copy workspace - Create another document with a copy of this workspace in it. The original and the copy are not linked in any way. The copy is opened automatically to the same tab that you were on in the original document. You can select the folder into which you want to copy the workspace.
• Copy version - When you are viewing a specific version of a document, this command appears in the menu. Create another document with a copy of the currently open version in it. The original and the copy are not linked in any way and no release metadata is included in the copy (except for Part numbers, if they exist in the source version).
• Update workspace - Update your workspace to the latest version.
• Workspace / Version properties - When you are viewing a specific workspace or version of a document, the appropriate version of this command appears in the menu. View and/or edit the available properties (including a list of tabs, parts within the tabs, descriptions, part numbers, revision numbers, states, and more). If Release management is enabled, and automatic part number generation is also enabled, there will be an icon to automatically generate a part number for each part.
• Workspace units - Set the default units for the open workspace. Default units set for a workspace affect all Part Studios and Assemblies in that workspace, all values displayed in sketch dimensions and all other numerical fields (for example, in all feature dialogs). You can set default units for all documents (and workspaces within a document) created through your account in your user profile. Note that the default unit setting has no effect on imported files.
• Print - Print the graphics area of the active tab.
• Close document - Close the document.