# 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

***

### 🔐 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](https://tiscad.gitbook.io/tiscad-docs/licensing/activating-your-license)

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

#### [Option 2: Request a Trial](https://tiscad.gitbook.io/tiscad-docs/licensing/starting-a-free-trial)

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

***

### 📂 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:

<figure><img src="https://791499652-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaOlzqPrCT63m6cjew8Q4%2Fuploads%2Feox8FIYpJC6hnhWfjPvD%2FFirst%20time%20setup%20-%20Folder%20error.png?alt=media&#x26;token=da5a155b-5786-4299-b1e5-6557e249846a" alt=""><figcaption></figcaption></figure>

> ❗ *"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)

***

#### 📂 How Folder Assignment Works

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

<div align="left"><figure><img src="https://791499652-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaOlzqPrCT63m6cjew8Q4%2Fuploads%2FZUAif3CMIwYjFWpIZ6ei%2FFirst%20time%20setup%20-%20Browse%20folder.png?alt=media&#x26;token=005b3d53-860a-41f6-ad74-d9ae65eb1a2b" alt=""><figcaption><p>Browse for "Root folder path"</p></figcaption></figure></div>

* After selecting a folder, click **Save**.

<div align="left"><figure><img src="https://791499652-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FaOlzqPrCT63m6cjew8Q4%2Fuploads%2FjIg1F2z0XJUUUnYU2E3H%2FFirst%20time%20setup%20-%20Save%20button.png?alt=media&#x26;token=365dcc6b-eddb-4608-845b-46052699c99c" alt=""><figcaption><p>Click save button to store all modified data</p></figcaption></figure></div>

#### ⚠ 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.

***

### 🎛 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.

***

### ✅ You're All Set!

You’ve now completed the initial setup.\
Next, start using QuickInsert by following the steps in:\
\
👉 [Using QuickInsert](https://tiscad.gitbook.io/tiscad-docs/using-quickinsert)