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Resource 02 / Engineers, industrial designers and product teams

CAD-to-CGI handoff checklist

Prepare engineering geometry for marketing without losing the details that make the product accurate. Use it before sending a model for quotation.

Download the editable worksheet Explore cad to marketing

Identify the source of truth

  • Record product revision, export date, units and the assembly configuration to be shown.
  • Include a known overall dimension so scale can be checked after import.
  • Flag differences between the CAD model, production sample and packaging artwork. Do not ask a visualisation team to silently resolve engineering decisions.

Keep the assembly intelligible

  • Use useful part names and preserve an assembly hierarchy where possible.
  • Identify visible components, internal components needed for an exploded view, and internals that can be excluded.
  • Label repeated parts, variant-specific parts and approved open/closed states.

Specify surfaces and appearance

  • Provide material and finish references, including roughness, coatings, translucency and important manufacturing marks.
  • Send label artwork, logo files and print dimensions separately from the geometry.
  • Highlight surfaces that must remain dimensionally exact and areas where a visual simplification can be proposed.

Validate a small transfer first

  • Agree the export format with the receiving studio; include the native format/version in the handoff note.
  • Ask for neutral product views to check scale, seams, missing faces, normals and critical proportions before final lighting.
  • Agree file access, NDA, retention and redistribution limits before uploading confidential engineering data.

Copy, fill in, adapt.

Use the download for an editable file, or select the worksheet below. Share only the information your project actually needs.

# CAD-to-CGI handoff

Product / revision:
Source CAD application and version:
Export format / export settings:
Units / reference dimension:
Assembly configuration:

## Included files
Geometry / drawing links:
Packaging and logo artwork:
Material and finish references:

## Accuracy boundaries
Critical dimensions / surfaces:
Visible components:
Internals required for motion:
Known model issues:
Differences from the production sample:
Simplification requires approval from:

## Validation
Neutral views to check:
Technical approver:

## Security
NDA / approved recipients:
Transfer method:
Retention / deletion requirement:
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