First-Time Setup

After installing QuickInsert and enabling the add-in in SOLIDWORKS® , you’ll need to complete the initial setup before using the tool.

This includes:

• Activating your license

• Setting a valid folder for storing fastener parts

• Optionally customizing your user profile, language, or naming conventions

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🔐 Step 1: Activate Your License

When QuickInsert runs for the first time, it checks for an active license.

If no license is active, you’ll see the following popup:

❗ "No valid license found. Would you like to activate your licence now?" ✅ Yes → Opens the License Activation Form ❌ No → Closes the message (QuickInsert features will remain locked)

You have two options:

Option 1: Enter Your License Key

If you've purchased a license, paste your key into the form and click Activate.

Option 2: Request a Trial

Click Request Trial, fill in your name, email, and company, and your trial license will be activated automatically.

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📂 Step 2: Define Output Folder for Fasteners

Once the license is active, QuickInsert will check the folder path defined in your current user profile. This is where generated fasteners will be saved.

If:

• the folder is missing

• not yet defined

• or is unavailable (e.g., removed or disconnected network drive)

You will see this prompt:

❗ "QuickInsert - Active user profile save location issue. Would you like to select a different save path now?" ✅ Yes → You will be automatically transferred to the Database Administration Form Specifically, the Profiles and Naming tab will open, and the Browse Folder dialog will appear immediately ❌ No → Folder path remains unset (you won’t be able to insert fasteners)

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📂 How Folder Assignment Works

In the Database Administration Form > Profiles and Naming, use the folder browser to select where QuickInsert should store fastener components.

Browse for "Root folder path"

• After selecting a folder, click Save.

Click save button to store all modified data

⚠ Important Notes:

• On a fresh installation, each user profile will display: "No output folder defined."

• If any profile still shows that message when setting the path, ✅ All profiles will be updated with the new path.

• However, if the path is already set (but unavailable) and you change it, 🚫 Only the selected profile will be updated — others will remain unchanged.

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🎛 Optional: Customize Profile Settings

Inside Profiles and Naming, you can also:

• Rename profiles (except the default "Default" profile)

• Add or remove profiles (Default cannot be removed)

• Set profile language (e.g., English, Croatian)

• Define priority scheme (for sorting components)

• Customize part naming

• Define folder structure (flat or nested)

• Set or update save path manually

These options help you adapt QuickInsert to your preferred workflow or company standards.

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✅ You're All Set!

You’ve now completed the initial setup. Next, start using QuickInsert by following the steps in: 👉 Using QuickInsert