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Best Practices: How to Prepare 3D CAD Files for Upload to CoLab

This article is a practical guide for users to prepare their 3D CAD files before uploading them to CoLab. It outlines the key checks to perform to prevent import issues and ensure a complete, accurate review experience in CoLab.

To ensure the best visualization, review experience, and accurate data processing in CoLab, it’s important to prepare your CAD files before uploading them.

Following the recommendations below will help avoid missing geometry, errors, or incomplete assemblies.

Prefer Native CAD Formats

Whenever possible, upload native CAD files instead of neutral formats.

Always prefer native CAD files when available and practical.

You can refer to the full list of supported formats here: Supported file formats

Why:

  • Better preservation of assembly structure

  • Retention of metadata and PMI

  • More reliable visualization and review experience

⚠️ Neutral formats may result in:

  • Loss of structure

  • Missing metadata

  • Reduced review quality

Resolve All Errors and Warnings

Errors such as missing references or broken constraints can lead to incomplete or corrupted geometry in CoLab.

Check for:

  • Rebuild errors

  • Missing references or external files

  • Suppressed or failed features

  • Circular dependencies

  • Broken constraints or mates

✅ The model should rebuild cleanly with zero errors (warnings should also be reviewed).

Rebuild / Regenerate the Model

Always ensure your CAD model is fully up to date before export.

Why it matters:
Unrebuilt models may contain outdated geometry or unresolved features that can fail during import.

What to do:

  • Perform a full rebuild / regeneration of the model in your CAD software

  • Ensure all features are up to date

  • Save the model after rebuilding

✅ Ensure no pending updates remain before saving.

Verify Configurations / Family Tables

If your model includes multiple configurations or variants:

  • SolidWorks: Configurations

  • Creo: Family Tables

  • NX / CATIA / Inventor: Variants / Representations

What to do:

  • Open and verify each configuration/instance

  • Ensure each one rebuilds successfully

  • Confirm geometry is valid and complete

⚠️ Invalid or unverified configurations may fail to import or appear incorrectly.

Creo-specific note:
For models using Family Tables, CoLab requires accelerator files to properly render instances.
Ensure these files are generated and included with your upload.

Assembly Integrity & Dependencies

For assemblies, ensuring completeness and resolving all references is critical.

Ensure:

  • All components are resolved (no lightweight or unloaded parts)

  • No missing components

  • All references are valid

  • Assembly structure is complete and consistent

Include all dependencies:

Always upload all required files, not just the top-level assembly. This includes:

  • Parts and subassemblies

  • External references

  • Linked geometry or skeleton models

  • Any required support files (including accelerator files, where applicable)

Recommended approach:

Use your CAD system’s packaging tools to gather all dependencies:

  • SolidWorks: Pack and Go

  • Creo: Backup

  • NX: Pack / Export Assembly

  • CATIA: Save Management

  • Inventor: Pack and Go

✅ This ensures nothing is missing during upload.

Special Considerations for Piping & Cabling

Routing systems (piping, tubing, electrical cabling) often rely on complex dependencies.

Before upload:

  • Ensure all routes are fully regenerated

  • Verify that:

    • All segments are resolved

    • No missing route references

  • Check that libraries (fittings, connectors, etc.) are included

  • Confirm geometry is not simplified or partially suppressed

⚠️ Missing routing data can result in incomplete or broken visualization.

Simplify When Appropriate (Optional)

For very large assemblies:

  • Consider using simplified configurations or representations

  • Suppress unnecessary hardware (if not relevant to the review)

⚠️ Do not remove critical geometry needed for the review.

Summary

Clean, fully resolved CAD data ensures:

  • Accurate geometry in CoLab

  • Complete assemblies

  • Better review experience

  • Fewer import issues

Taking a few minutes to validate your files before upload can prevent significant issues later in the review process.

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