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CAD Upload Checklist

A practical checklist for preparing CAD, drawings, DXF files, assemblies, materials, finishes, tolerances, and revision data before requesting a quote.

Checklist overview

A clean upload prevents wrong quotes, production delays, and revision confusion. Use this checklist before submitting a project, especially when ordering a first prototype, a repeat batch, or a part with tight functional requirements.

Before upload

  • Confirm the file is the latest revision and remove obsolete versions from the project if they could cause confusion.
  • State units clearly, especially for STL, DXF, imported CAD, and drawings from mixed unit systems.
  • Upload separate files for each part unless the assembly is intentionally manufactured as one item.
  • Provide quantity, material target, finish target, and deadline if known.
  • Add a PDF drawing when threads, tolerances, inserts, surface roughness, flatness, bend direction, or inspection reports matter.

Model quality checks

CheckWhat good looks likeWhy it matters
Solid bodyClosed, valid geometry with no missing facesImproves manufacturability analysis and quote accuracy.
ScaleDimensions match intended real sizePrevents incorrect price and unusable parts.
Minimum featuresThin walls, tiny holes, and small slots are realistic for the processAvoids manufacturing failure or manual review.
AssembliesEach manufactured part is clear and separatedPrevents quoting a non-manufacturable combined model.
RevisionFile name or notes identify revisionSupports repeat orders and issue resolution.

Requirements to define

  • Material grade or performance target such as strength, heat, chemical, outdoor, weight, or flexibility needs.
  • Surface finish, color, texture, coating, polish, edge break, deburring, or visible-face requirements.
  • Critical tolerances only where function requires tighter control than typical process tolerance.
  • Threads, inserts, press fits, bearings, sealing surfaces, electrical contacts, or mating features.
  • Packaging sensitivity, labeling, delivery deadline, and any required inspection documentation.

Upload steps

  1. 1
    Add model files

    Upload STEP/STP, STL/3MF, DXF, or other available CAD data.

  2. 2
    Add drawings and notes

    Attach drawings for controlled requirements and write short notes for use case, quantity, material, and finish.

  3. 3
    Review AI questions

    Answer missing information prompts so the quote can reflect the real production intent.

  4. 4
    Compare options

    Review process, material, finish, lead-time, and quality options before checkout.

Red flags

Pause before checkout

If the model and drawing disagree, the unit system is unclear, or the latest revision is uncertain, fix the file set before ordering.

FAQ

  • Do I need a drawing for every part? Not always. Use drawings for critical or non-obvious requirements.
  • Can Uretyco quote an assembly? Yes, but each manufactured component and assembly requirement should be clear.
  • Can I change files after ordering? A revision may require re-quote and lead-time review once production scope changes.
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