Vertex Help

Quick Start Guide

• Welcome to Vertex
• Before you begin
• Import and open files
• Tour the Vertex 3D Viewer interface
• Select parts and change their visibility
• Manipulate the camera view

User Interface Basics

• File Manager
• 3D Viewer
• BOM panel
• Snapshots panel
• Version History panel
• Settings panel

Team Workspaces

• Team Workspaces overview
• Create a Team Workspace
• Add or remove members of a Team Workspace
• Rename a Team Workspace
• Delete a Team Workspace

File Management

Basic Model Interactions

• Manipulate the camera view
• Walk through your model
• Apply standard views
• Select parts
• Change the visibility of parts
• Show all parts that are near a specific part

Snapshots

• Snapshots overview
• Create and rename a snapshot
• View the details of a snapshot
• Delete a snapshot

2D Markup & 3D Pins

• Understanding how 2D markup and 3D pins work together
• Drawing 2D markup in the model view
• Draw 2D markup
• Using pins to bring attention to a part
• Add a pin and comment to your model

Cross Sections

• Cross section overview
• Create a cross section

Measurement

• Measurement overview
• Measure the distance between two points

Vertex Stories

Guide for Story Collaborators

• Collaborating on Vertex Stories in 2D
• Vertex Story (2D)
• 2D story collaborator workflow
• Video: Collaborating in Vertex

FAQs and Troubleshooting

• What browsers are supported?
• What's the difference between a Plus User and a Starter User?
• How do I get a new password?
• What do the file import errors mean?
• Why do parts appear gray in the BOM?
• Is there a faster way to scroll through large BOMs?

Account Management

Customer Support

• Vertex Support Quick Reference Guide
• Vertex Status