Sheet Smith turns AutoCAD Sheet Set management into a dockable worksheet: search sheets and Xrefs, edit established SSM data live, stage new sheets safely, duplicate sheet series, recover moved sheet/Xref references, and keep subsets, folders, layouts, integrity checks, publishing, and eTransmit in one workspace.
Filter the current subset or search all subsets to jump straight to matching sheets and Xrefs.
Safe creation
Stage
Worksheet rows remain staged until you explicitly create the new sheets.
Core visibility
Xref
Expand nested drawing references directly beneath the sheet that owns them.
Output
PDF+
Publish selected sheets or subsets and run native SSM-oriented eTransmit workflows.
Live + staged in the same workspace
Work fast without making every worksheet edit immediately permanent.
Sheet Smith deliberately separates established Sheet Set data from new worksheet rows. Existing SSM content is edited live; new sheets stay staged until the batch is validated and confirmed.
Established content · live
Edit the real Sheet Set.
Rename, reorder, repath, move, duplicate, reassociate, publish, and maintain established sheets and subsets directly against the DST.
Subset create, rename, reorder, hierarchy moves, duplicate, delete, plus Sheet Set / Subset DescriptionEstablished Sheet Number / Sheet Name edits use an optimized direct live-commit path when no structural change is pendingSheet description, Expected Layout, Include for Publish, and Custom Sheet Set PropertiesMissing-sheet reroute/recovery, Import Sheets, and Duplicate Subset As
Worksheet additions · staged
Build first. Commit when ready.
Type rows manually, paste or pre-fill data, insert blanks, and use Fill Series. Creation validation catches known collisions before SSM write.
Manual worksheet rows, Pre-fill rows, Fill Series, and inserted rowsCreation Layout dropdown per staged rowDrawing Filename and Layout Name policies resolve before creationCreate Staged Sheet / Create Staged Sheets is the explicit commit point
Core feature · Xref management
See the drawing dependency tree inside the sheet list.
Nested Xref disclosure
No separate hunt through External References.
Established sheet rows disclose DWG Xrefs as indented child rows, including Xref-of-Xref branches. Selection, open/close state, missing/unloaded conditions, and nested ownership stay visible in the same worksheet.
Attach, Unload, Reload, Detach, Bind, Attach/Overlay, Absolute/RelativeSelect New Path and Find & Replace directly from visible Xref rowsMulti-select visible Xrefs with Ctrl/Shift for supported batch actionsAfter one missing Xref is rerouted, recover nearby exact filenames using This Drawing / Current Subset / Sheet Set scopeNested operations target the immediate host drawing; recovery preserves existing Attach/Overlay and saved-path stylePinned tooltip lets Saved Path be edited in place with keyboard control
▾A101 · FIRST FLOOR PLANACTIVE
▾Arch_Base.dwgATTACH
•Site_Base.dwgOVERLAY
•Furniture.dwgRELATIVE
!Survey_Existing.dwg (Not found)REROUTE
▸A102 · SECOND FLOOR PLANCLOSED
Feature map
One palette for the full sheet-set loop.
Properties
A true 2 × 7 setup table
Subset, Description, Storage Location, Sheet Creation Template, Creation Layout, Drawing Filename, and Layout Name share one compact cadence.
Worksheet
Spreadsheet-style staging
Sort, multi-select, drag, rename, insert rows, Fill Series, Pre-fill, Duplicate Sheet Series, and navigate staged or established identity cells from the keyboard. Simple established number/name edits use the optimized direct live-commit path.
Validation
Catch collisions before commit
Preflight missing templates/storage, invalid layouts, duplicate sheet numbers, existing target DWGs, invalid/conflicting Layout Names, and full Duplicate Sheet Series batches before any DST modification.
Hierarchy
Nested disclosure rows
Expand Xrefs beneath each established sheet and independently expand deeper Xref branches.
Operations
External References commands
Unload, reload, detach, bind, change type/path type, select new path, and find/replace from the visible hierarchy; reroute one missing Xref and recover nearby exact-filename matches by scope.
Tooltip
Inspect and edit Saved Path
Status, type, path type, found location, saved path, size, and date are visible. Tab pins the tooltip for in-place Saved Path editing.
Hierarchy
Subsets track folders
Create child subsets with matching folders, reorder siblings, or move hierarchy branches with permission-aware folder handling.
Move
Sheet moves repath DWGs
Move selected sheets through the actual subset hierarchy while relocating referenced DWGs into the target Storage Location, with preflight for open/locked files, collisions, and shared-DWG references.
Duplicate + import
Reuse real project structure
Duplicate subset hierarchy with optional folder contents or import existing paper-space layouts without altering the source drawing.
PDF
Selected sheets or subsets
Publish one or multiple selected sheets to a combined PDF and respect Include for Publish for subset output.
Batch
Multi-subset publishing
Collect output destinations first, run each selected subset in sequence, then reveal the saved folders.
eTransmit
Native SSM-oriented transfer
Run subset or sheet eTransmit using AutoCAD/SSM-oriented workflows, propose the native DST/subset ZIP name, and reveal the actual saved destination afterward.
Quality-of-life, everywhere
The little interactions that make a daily workspace.
↕
Active Row multi-select
Single click activates; Ctrl toggles; Shift extends. Dragging any active row moves the selected ordered block together.
↳
Drag to subset
Drop established or staged imported/copied rows onto another subset. Backing DWGs move into the target Storage Location and established Expected Layout references are repathed.
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Keyboard-first navigation
Enter opens, arrows move/expand/collapse, Shift extends selection, and Tab/Shift+Tab continue rename/input through the worksheet.
F2
Fast subset rename
F2 renames subsets; landing lines show reorder targets; hierarchy relocation can move folders and contents with confirmation.
◎
Open-state awareness
Open drawings display status glyphs, the active AutoCAD drawing is highlighted, and middle-click closes open sheet/Xref drawings.
i
Useful tooltips
Sheet details include description, file, Expected Layout, location, size, save/editor/lock state, and physical sheet size in inches.
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Expected Layout reassociation
Choose any existing DWG and paper-space layout; Sheet Smith updates native SSM identity without modifying the source drawing.
!
Missing-file recovery
Resolve one moved sheet or Xref, then use the confirmed old-folder → new-folder clue to recover nearby exact-filename matches without guessing.
＋
Smart row insertion
Insert one row normally; hold Shift while the context menu is open to insert multiple rows with the compact amount dialog.
≡
Filename + Layout policies
Preset or custom Drawing Filename and Layout Name rules keep new DWGs and paper-space layouts consistent.
⇪
Import existing layouts
Pick DWGs and paper-space layouts, prefill detectable sheet identity, and commit accepted sheets live to SSM.
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Direct live identity edits
Established Sheet Number / Sheet Name edits commit directly when no structural change is pending, avoiding a full DST reread, tree rebuild, and worksheet rebind.
×N
Duplicate Sheet Series
Hold Shift on Duplicate Sheet to create a series with Fill Series sheet numbers, supported numeric/cardinal/ordinal Sheet Name tokens, and full-batch collision preflight.
✓
Integrity + Reconnect
Run a read-only Sheet Set Integrity Check, then safely Reconnect Sheet Set to rebuild the SSM connection, tree, selection, Xref cache, and worksheet binding when needed.
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AutoCAD-native palette feel
Available without an active drawing, persistent dock/floating state, collapsible groups, thin auto-hide scrollbars, and flicker-resistant worksheet painting.
One-page guide
From opening a DST to publishing the set.
Use the sections below as the working guide for Sheet Smith 1.3.0. Everything stays on this page so the product overview and operating guide live together.
Browse/repath Storage Location; double-click it to open the folder. Missing assigned folders show red.
Sheet Creation Template points to the DWT/DWG used for new sheets and can be opened by double-click.
Creation Layout selects the paper-space source layout used for staged sheet DWGs.
Drawing Filename presets: {SheetNumber}.dwg, {SheetNumber} - {SheetName}.dwg, or {SheetName}.dwg.
Layout Name presets include {Sheet Number}, {Sheet Number} - {Sheet Name}, Creation Layout, saved custom names, and Custom. Custom names are validated before creation.
3 · Stage, select, reorder, rename, and create sheets
Worksheet columns are Lock, Expand/Collapse, Sheet Number, Sheet Name, and Creation Layout.
Double-click Sheet Number or Sheet Name headers to toggle ascending/descending sort. Single-click still selects the whole column.
Single click sets the Active Row; Ctrl toggles rows; Shift selects a visible range. Drag an active multi-selection to move the complete ordered block.
Dragging sheet row(s) onto another subset moves established DWGs into the target Storage Location and repaths Expected Layout; staged imported/copied backing DWGs move with their staged rows.
First identity-cell click activates; the second click on Sheet Number/Name enters rename. Staged Creation Layout uses its dropdown.
Established Sheet Number / Sheet Name edits use the optimized direct live-commit path when no structural change is pending, avoiding a full DST reread/tree rebuild/grid rebind.
Tab and Shift+Tab continue editing across staged rows and established sheet identity cells.
Creation validation blocks missing storage/template, invalid creation layouts, duplicate numbers, existing target DWGs, and known invalid/reserved Layout Name collisions before the SSM write.
4 · Open, move, duplicate, delete, and reassociate established sheets
Double-click established sheets to open/activate. Enter does the same for selected sheet(s); middle-click closes an already-open drawing.
Right-click uses Open Sheet(s), Duplicate Sheet(s), Move Sheet(s), and Delete Sheet(s). Hold Shift while the menu is open to switch Open to read-only and Delete to Remove from List.
For one established sheet, hold Shift while the menu is open to change Duplicate Sheet into Duplicate Sheet Series.... Choose the copy count; Sheet Number advances with Fill Series rules and supported numeric/cardinal/ordinal tokens in Sheet Name advance too.
Duplicate Sheet Series preflights the complete batch and stops before DST modification if a generated Sheet Number or target DWG filename would collide.
Move Sheet(s) cascades through the actual subset hierarchy, relocates the same native SSM sheet components and referenced DWGs, then repaths Expected Layout. Open/locked files, target collisions, and shared-DWG references are preflighted; all sheets sharing one DWG must move together.
Expected Layout... reads layouts from an existing DWG without modifying it, then updates the native SSM DWG + layout reference.
The same DWG + layout identity cannot be assigned as a duplicate Sheet Smith sheet reference.
5 · Manage Xrefs and nested Xrefs from disclosure rows
Expand an established sheet to reveal DWG Xrefs; expand child Xrefs independently to see deeper branches.
Ctrl/Shift multi-selects visible Xref rows without selecting parent sheets. Double-click or Enter opens/activates selected Xref drawings; middle-click closes them.
Right-click exposes Attach..., Unload, Reload, Detach, Bind..., Xref Type, Change Path Type, Select New Path..., and Find and Replace.... Supported modifying commands work across multiple selected Xrefs; Select New Path remains single-Xref.
Missing Xrefs display (Not found). A normal left click can open Select New Xref Path immediately; unloaded references display (Unloaded) and do not trigger missing-path recovery.
After one missing Xref is rerouted to a different folder, Recover Nearby Missing Xrefs can use This Drawing / Current Subset / Sheet Set scope. Only exact expected filenames that actually exist in the resolved folder are repaired.
Recovery preserves each Xref's Attach/Overlay type and Absolute/Relative/filename-only saved-path style. Nested recovery modifies the drawing that directly owns the nested definition.
Modifying Xref commands operate on the immediate host drawing and leave that drawing dirty for normal AutoCAD Save/Close handling.
Hover to inspect Status, Xref Type, Path Type, Found At, Saved Path, Size, and Date. Press Tab to pin the tooltip; edit Saved Path; Enter commits; Escape unpins.
6 · Organize subsets, folders, imports, and duplicates
The subset tree follows Storage Location hierarchy. Creating a child subset creates/assigns a matching child folder.
F2 renames. Drag/drop reorders siblings or relocates hierarchy. Moving hierarchy can move folder/content after confirmation.
Deleting a subset offers folder + contents, subset only, or cancel. Ctrl/Shift subset multi-selection supports batch-safe Reveal, Publish, eTransmit, Close All, and deletion.
Import Sheets... selects existing DWGs and paper-space layouts, prefills detectable sheet identity, and copies/reuses drawings in the target subset Storage Location without modifying source drawings.
Duplicate Subset As can duplicate hierarchy only or hierarchy + folder contents while preserving Description, filename rule, Layout Name policy, and relevant sheet metadata.
7 · Publish PDFs and run eTransmit
Include for Publish is a live SSM checkmark for established sheets.
PDF Sheet / PDF Sheets publishes one or multiple selected sheets; multi-selection produces one multi-page PDF.
Publish Subset skips sheets excluded from publish. Subset output proposes {DST name}-{Subset name}.pdf, and multi-subset publishing collects destinations before execution and waits for each selected PDF before continuing.
Subset eTransmit proposes {DST name}-{Subset name}.zip in AutoCAD's native Specify Zip File dialog without overwriting a filename the user already typed.
Output folders open after completion, and subset/per-sheet eTransmit reveal the actual saved destination.
8 · Keyboard, mouse, safety, and recovery notes
Up/Down moves through visible worksheet items; Shift+Up/Down extends same-type selection; Right expands; Left collapses.
Middle-drag pans vertically. Crossing the Windows drag threshold prevents a middle-click close.
Sheet tooltips report identity, Description, file, Expected Layout, location, size, save/editor/lock state, and sheet size in inches.
After one missing sheet is rerouted, Sheet Smith can use the confirmed old-folder → new-folder move to check other broken references from that same original folder. Only exact expected filenames are repaired; unmatched sheets remain missing.
When the complete subset folder move is confirmed, the subset Storage Location can be updated to the resolved folder.
Existing target DWGs are never silently overwritten during staged creation.
Layout Name post-create rename runs only after the SSM write lock is committed/released; side-database save restores AutoCAD's original WorkingDatabase and uses a temporary sibling DWG before replacement.
Expected Layout reassociation does not copy, rename, or save the selected source DWG.
9 · Check integrity and reconnect safely
The Sheet Set root context menu includes Sheet Set Integrity Check... and Reconnect Sheet Set.
Sheet Set Integrity Check is non-destructive. It compares Sheet Smith UI/binding state, the loaded DST hierarchy/sheets/properties, drawing references, and cached Xref state, classifying results as HEALTHY, WARNING, REPAIRABLE, or MANUAL ACTION REQUIRED.
Reconnect Sheet Set cancels edits, safely detaches the worksheet binding, clears stale selection/Xref/cache state, recreates the SSM connection, rereads the active DST, rebuilds the workspace/subset tree, restores the active subset when possible, and safely rebinds the worksheet.
Reconnect does not write corrective changes into the DST. Staged/unestablished rows are warned about first because rebuilding from the DST discards staging-only rows.
The safe rebind path resets stale CurrentCell/selection indexes so they cannot survive a source-list replacement.
Built around the files you already have.
Sheet Smith is not a parallel sheet database. It is a workspace over AutoCAD Sheet Set data, DWGs, layouts, folders, Xrefs, publishing, and eTransmit—with staged creation added where a deliberate commit is safer than immediate writes.
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