Currently there are a few ways to get un-editable notes in the 3D PDFs:
- Captured 2D Note view
- Custom Property
- Text within the template
All of these methods have their pros and cons.
From the ones you mentioned the captured 2D note view wouldn’t be static. If you put in an independent viewport and assigned it to this view, the note would be visible regardless of what view the primary viewport is set to but it would slightly increase the file size. Putting the notes in as a custom property would lose any formatting, and couldn’t do special symbols.
Another option would be to put the notes in the template text. This would mean that the template may need to be updated per model, depending on how general your notes are. Additionally, if you wanted them in the model you would have to add them separately.
I think it comes down to this:
- If your notes are general and you don’t mind updating templates/putting in the notes in the model separately – Put them in a template text box
- If you have lots of model specific notes and don’t mind slightly increasing the file size/notes not being static – Captured 2D Note view
- If you have lots of model specific notes and can afford to lose formatting and special symbols – Custom Property
Personally I think putting the notes in the template is the most reliable way to have the un-editable notes in the 3D PDF, but it depends on the situation. None of these meet all your needs, so it probably comes down to which aspects are more important.
This is good stuff! I think a combination of methods might be the best way to go.