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Data Cards: Managing File Information in Bild
Data Cards: Managing File Information in Bild
Updated this week

The Data Card (also known as the file info drawer) is where all a file’s critical data is stored. Within it, you can:

  • View and edit custom properties and metadata.

  • Navigate parent/child references and related files.

  • Generate universal file formats for easier sharing.

  • Sync with integrations (if applicable).

  • Access historical file versions and revert if needed.

Navigating within the Data Card

To open the Data Card, right-click on any file and select “Show File Info.” Depending on your add-ons, the Data Card will display two or three tabs:

  • Details – Metadata, references, and file properties.

  • Activity – File history and version tracking.

  • Suppliers – Supplier-related details (if applicable).


Metadata Management

Viewing File Metadata

The Metadata section within the Data Card displays a file’s custom properties and additional information.

If a file has multiple configurations, you can toggle between them using the "File Properties" dropdown. Select a configuration to view its specific metadata.

Editing Metadata

  1. Click the "Edit" button within the metadata section.

  2. Modify the necessary fields in the metadata editor popup.

  3. Click “Update” to save your changes.

💡 Bild Tip: If the “Edit” button is grayed out, the file may be checked out, locked, under review, or you may lack permissions to edit metadata.

🔹 For SolidWorks Users: Depending on your account settings, some custom properties edited within Bild will be written back into your SolidWorks file.


File References & Relationships

Within the References section of the Data Card, you can track how files are related. Here, you’ll find:

  • Parent Files – Files that reference or contain this file.

  • Related Drawing Files – Associated design documentation.

  • Children Files – Files that depend on this file.

  • BOM Associations – Any Bill of Materials (BOM) that includes this file.

Viewing Children Files

  1. Navigate to the Children Files section within the Data Card.

  2. Click “View Children Files” to expand the list.

💡 Bild Tip: To quickly open a referenced file, hold Ctrl (Cmd on Mac) + click on the file name to open it in a new tab.


Generating Universal File Formats

Bild allows you to quickly generate universal file formats directly from the Data Card, including:

  • CAD Models: STEP, STL, JT, and X_T formats.

  • CAD Drawings: PDF format.

How to Generate a Universal Format

  1. Select the “Generate” button for the desired format.

  2. Bild will process the request and send you an email with a download link.

  3. Once generated, the file format remains available for future downloads.


Integrations

Bild offers integrations with various engineering tools and systems. To learn more:

  • Visit the Integrations page in Bild.

  • If you have an integration and need support, contact your Account Manager or reach out to us.


Next Steps

🔹Activity Section → Learn how to view file history and revert to a previous version.

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