DRAW CONVERT / CAD guides

CAD drawing handoff checklist

Use this checklist after exporting a drawing and before handing it over. It is a review aid: check the actual delivery file in the receiving application and record any unresolved differences.

Draw Convert · Updated

1. Identify exactly what is being delivered

A review only applies to the file that was checked. Keep a record of the source revision and the exported filename. If either changes after review, repeat the affected checks on the new delivery file. Agree who will resolve open questions before the recipient relies on the drawing.

  • Source drawing and revision recorded.
  • Delivery filename, output format and version recorded.
  • Exporting and receiving CAD application versions recorded.
  • Intended units, required use and any omitted content agreed.

2. Check units and scale with a known distance

Measure a distance whose correct value is available in the source. Do not rely only on displayed dimension text: compare geometry as well. If the measurement differs, inspect import and export unit settings before scaling the drawing. Document any intentional scale change.

  • A known horizontal or vertical distance matches the source.
  • A second independent measurement has been checked.
  • Intended physical units are stated in the handoff notes.
  • Any scale adjustment is explained and approved by the responsible reviewer.

3. Compare geometry, text and dimensions

Start with the overall outline, then inspect areas that matter to the recipient's task. Zoom in on gaps and joins, and compare circles and curves with the source. Check both appearance and editability when the recipient needs to modify the file.

  • Important outlines, endpoints and openings match the reference.
  • Text has no missing characters or unexpected substitutions.
  • Text alignment, line breaks and reading direction are acceptable.
  • Dimension values and the underlying geometry have been compared.
  • Any flattened or no-longer-editable objects are documented.

4. Review layers and output

Check the drawing with the layer states the recipient will use. A hidden or frozen layer can make a file appear incomplete, while a plot preview can reveal differences that are easy to miss on screen. Review against the agreed deliverable, rather than assuming identical settings across applications.

  • Required layers are present and their visibility is understood.
  • Layer names and object grouping support the recipient's task.
  • Line styles and weights have been reviewed at the intended scale.
  • Paper size, orientation and plot preview match the delivery requirements.
  • Referenced resources needed for the agreed task are included or documented.

5. Reopen the final file and record the outcome

Close and reopen the exact file you intend to send. If you corrected anything after the first review, check the corrected result again. Include a visual reference if useful, and ask the recipient to report differences against the same revision.

Keep a short handoff note: source revision; delivery filename; CAD applications and versions; units; one measured reference distance; known differences; reviewer and date. Leave unresolved items explicit rather than describing the drawing as fully verified.

Draw Convert's prepared sample is useful for practicing a small DXF import, but cannot replace this review of an actual drawing. The sample has no text or dimension entities. Our workflow demo currently does not convert your JWW files, so it cannot provide a conversion-quality report for them.

  • The final delivery file was reopened in the receiving application.
  • Known differences and unresolved questions are listed.
  • The source, checked export and review note are kept together.
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