Onshape 創建了 CAD 業界中新的文件概念。與其建立檔案並在其中操作，Onshape 提供的是文件，讓您不僅可於其中建立、匯入與組織您的 CAD 資料，並同時支援與您 CAD 專案有關的資料與資訊。

To be more specific, Onshape documents can contain parts, assemblies, drawings, imported data, images, and more. These types of data are stored in their own tabs within a document. For example, Part Studio tabs are where you do modeling like creating parts. Assembly tabs hold subassemblies and assemblies, Drawing tabs contain drawings, and so on. Onshape doesn't dictate what can and cannot be in a document. You can put many parts and assemblies in a document or just one part or just one modular subassembly if you wish. You can also use parts or assemblies from one document in another document. This latter strategy is referring to as linking documents. For more information, see Linking Documents.

使用 Onshape 文件的某些獨特面向：

  • You can sketch, build, and assemble parts (solid bodies) in the same document - All of your work is able to be done in a single document with complete parametric history.
  • You can keep all project-related information in one document - Onshape documents can contain any kind of data: sketches and multiple parts (solid bodies) organized in one or many Part Studios, subassemblies and assemblies organized into one or many Assemblies, drawings, and any other type of information or file you want to import (including CAD data from another system). All of these elements are shown in separate tabs in an Onshape document.
  • You can collaborate with many users in one document - There's no need to copy documents and send them to coworkers or suppliers: share your document with as many other users as needed and collaborate in the same document at the same time.

當一個使用者將文件與多個使用者共享時，所有的使用者都可以同時檢視 (與編輯，取決於權限) 相同的文件 (甚至是相同的零件)。

文件擁有者也可以指派每個使用者對特定文件的權限，並在任何時候撤銷這些權限。取決於不同的帳戶類型，會在建立文件時決定擁有權：

  • 在 Enterprise 帳戶中，文件是一律自動由 Enterprise 帳戶所擁有。
  • 在 Professional Company 帳戶中，文件是一律自動由 Company 帳戶所擁有的。
  • 對於單一使用者的其他帳戶，每個使用者會擁有自己建立的文件。
  • 屬於多個 Professional 層級帳戶的使用者可於建立文件時選擇擁有者的 Company 帳戶。

為什麼擁有權是重要的？根據預設，文件擁有者對文件有各種的權限，包括將文件擁有權轉移給另一個使用者。在 Professional Company 或 Enterprise 帳戶中的文件建立者對文件有除了轉移擁有權之外的所有其他權限。

You have the option to keep all of your project data in one Onshape document. By default, documents contain a Part Studio and an Assembly (you may create as many as you like of both in one document). These are the tabs located at the bottom of the browser window when a document is open. When you open a document, the last tab you accessed before closing the document is opened (made active) by default.

Click a document's name on the Documents page to open it.

Sketch and create parts in Part Studios, and assemble those parts in Assemblies. Note that you are able to create many parts in one Part Studio and Assemblies may contain subassemblies as well. In addition to these types of data, you may also import other files into Onshape which will appear each in their own tab, some examples are:

  • PDF
  • CAD 檔案
  • 圖片
  • 工程圖

您也可以：

  • 複製一個分頁
  • 複製一個 Part Studio 並將其貼至另一個文件中
  • Export an entity (sketch, planar face, part, Part Studio, drawing)
  • 建立某一零件或整個 Part Studio 或組合件的工程圖
  • 刪除一個分頁
  • 控制分頁的順序 (拖曳與置放)
  • 將分頁安排至資料夾中 (拖曳與置放)

Onshape's Document Management model allows branched editing, merging, and the ability to restore a document to any point in its editing history through the Versions and history feature.

You can, at any time, create a read-only version of the document. If you need finer control within a document, for example over a single part or subassembly, you can split the part or subassembly out into separate documents, then reference (link) them back to the main project design document. For more information on linking documents, see Linking Documents.

您可以隨時將文件還原至其歷程中之前的時間點上；在文件中的每一個動作都儲存在文件的歷程記錄當中。在還原文件至某一個點之前，您也可以先預覽文件歷程中的那一個點。因為有整個歷程記錄，所以回復動作是相當簡單的。

Onshape 的設計特別注意到了協同合作。取決於您擁有的帳戶類型，您建立的文件可以是：

  • Private - Owned, visible and editable only by you
  • Shared - Private documents that you enable other users to view, edit, or edit and share
  • Public - Documents you make available for viewing and copying by all Onshape users

Sharing and permissions may be reversed; all documents that are shared may be unshared and all documents you make public may be made private again (except for Free accounts, those documents are always and only public). The Make public option is not available for Enterprise.

您也可以刪除自己的文件，將文件從垃圾桶中還原，或將文件從垃圾桶中永久地刪除。

For more information on sharing and collaborating, see Sharing and Collaboration.

在您決定適合您業務需求的資料管理策略之前，向您提供一些建議：

  • 將每個文件用做為單一的容器來開始，將與個別獨立設計專案相關的所有資料放置在其中。任何您計劃跨多個專案重新使用的項目應保留在其各自的文件中。
  • 在單一 Part Studio 中有較少的零件可使得管理較為容易，也可獲得較佳的效能。當在 Part Studio 中建立第二個零件時，可考慮「這些零件在幾何上是否互相關聯」這個問題。如果答案是否定的，則可在另一個 Part Studio 中建立第二個零件。請記住，您可以在相同文件中加入任意數量的 Part Studio (所有的分頁類型都是如此)。
  • Use single Part Studio for multiple parts when the parts have a high degree of geometric interdependency.
  • Standard and purchased parts should be linked in to documents as needed and not recreated.

The home page in Onshape is the Documents page. This page (after you sign in to your account) lists the documents that you have access to, including documents you have created as well as those that have been shared with you, and all documents that have been made public.

Click Create > Document (shown below) to create a new document.

「建立」下拉式清單，其中強調顯示「文件」的範例

Click the Onshape logo Onshape logo button in the top left corner of the browser window (anywhere in the user interface) to return to the Documents page.

Onshape 的首頁是「文件」頁面。這個到達網頁 (在您登入至您的帳戶後出現) 會列出您可以存取的文件: 您建立的文件以及已與您共享的文件，所有設定為公開的文件，以及 Onshape 自己的教學課程與範例文件。

文件頁面

輕觸右下角的新文件按鈕來建立新文件。

Onshape 的首頁是「文件」頁面。這個到達網頁 (在您登入至您的帳戶後出現) 會列出您可以存取的文件: 您建立的文件以及已與您共享的文件，所有設定為公開的文件，以及 Onshape 自己的教學課程與範例文件。

Android Onshape 首頁

輕觸右下角的新文件按鈕來建立新文件。