CAD SETUP & WORKFLOW EVIDENCE

Evaluate an Imported Dental CAD Preset Before Adoption

Check provenance, target release, changed scope and a controlled practice exercise before treating a preset as an approved setup.

Download the blank worksheet (CSV)

A familiar filename is not provenance

Start with the package publisher, original source, version and stated target workflow. Ask whether you are permitted and entitled to use it and whether the supplier supports it on the intended software release. A file forwarded through chat may have lost that context.

exocad notes that supplier-specific material configurations can differ from default materials and advises obtaining the correct configuration from the vendor. 3Shape documents requesting a .dme material file from the manufacturer. Neither statement validates an unknown community preset or establishes that a package for another lab will fit yours.

Inspect scope before importing

Ask for a list of changed items and dependencies. If the administrator cannot determine the impact in advance, do not adopt the package as a standing production default. Use the supplier’s supported investigation route.

Inspect scope before importing — original planning worksheet
GateRecord before progressing
OriginPublisher, official source, package identifier and date
ApplicabilityExact product/release, modules and intended task
DependenciesMaterial, component, library and production route
Change scopeAdded/overwritten entries, locked settings and affected defaults
RecoveryApproved backup scope and restoration owner
ExerciseAuthorized records and agreed acceptance criteria
DecisionUnresolved questions and named approval owner

Protect a recoverable baseline

Have the administrator confirm the appropriate backup and restoration process for the installed setup before making a change. Do not test a proposed import by overwriting a live configuration without a recovery plan. Keep the original package and identify the baseline it would replace.

3Shape’s September 2026 installer-backup article distinguishes full and quick backups and explicitly excludes orders in the order directory. A material export or installer backup is therefore not evidence that all working records are protected. The IT owner must identify the relevant data scope and demonstrate an authorized restoration procedure where required.

Evaluate an authorized exercise, then decide

Record what the import actually changes and run the intended task with permission-cleared training records. Compare the resulting settings and deliverables against the governing requirements and ask the receiving team to evaluate its required output. Opening the package is only the first observation.

A hypothetical package may load successfully but select a production route different from the lab’s approved route. Mark the exercise blocked and obtain supplier clarification; do not tune values by guesswork to make it proceed.

Possible statuses are investigate, limited training use, approved for a defined scope or rejected. Record the decision owner and limitations. This is an evaluation worksheet, not a validated preset distribution or step-by-step repair guide.

Louie validation and limits

Technical review pending — unverified locally. Louie and the administrator must validate the installed-release import route, package provenance, changed settings, dependency scope and receiver result. No preset file, import repair or ready-to-use clinical/manufacturing values are supplied or locally tested.

The CSV is a blank operational worksheet with no patient data, executable code, configuration pack or clinical/manufacturing values. It does not perform an installation or authorize a production change. Examples in this guide are hypothetical, not measured results or approved Pristine case evidence.

Source notes

Official documentation checked October 6, 2026. Source dates and scope are listed below; a current source check does not establish applicability to every installed release. Original worksheets and decision frameworks require owner/administrator review.

Prepared by Pristine Dental Design · October 6, 2026. Actual prescriptions, applicable manufacturer instructions and responsible design/production approvals govern each case.

Where to Obtain Official Dental CAD Software and Libraries