User Manual 

Revision A

Contact Us:
support@upverter.com
Make Products Not Parts

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Mission 6

Manifesto 6

Welcome to Upverter 7

Getting Started with Upverter 10

Your Dashboard 10
Project Editor 16
How to Fork/Copy an Existing Project 19
How to Delete a Project 19

System Designer 20
Select & Move 21
Rotate Left 21
Rotate Right 21
Flip 22
Delete 22
Auto net routing 22
Block 23
General 24
Sensors/Input 24
Output 28
Communication 30
Storage 31
Power 32
Processing 34
Signal Processing 35
Flow Chart 38
Net 44
Renaming Nets 44
Annotation 44
Note 45
Draw box 45
Draw Arrow 45
Note Color 46
Shape Edit 46
Draw Line 46
Draw Rectangle 47
Draw Rounded Rectangle 47
Draw Arc 47

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 Draw Bezier 48
Draw Circle 48
Toggle Snap Mode 48
Add Pin 49
Rotate Left 49
Rotate Right 49

Schematic Editor 50
Select & Move 51
Rotate Left 51
Rotate Right 51
Flip 52
Copy 52
Paste 52
Delete 53
Auto net routing 53
Filters 54
Component 55
Search features 56
Components 57
generics 57
in-design 57
Net 58
Renaming Nets 58
Bus Net 59
Connection Marker 60
GND 60
VCC 60
FLAG 61
PWR 61
CHASSIS GND 61
INGRESS 62
TEST POINT 62
SMALL FLAG 62
INPUT 63
OUTPUT 63
BI-DIRECTIONAL 63
NO CONNECT 64
Annotation 64

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 Note 64
Draw Box 65
Draw Arrow 65
Extract Module 66
Cancel 66
Finish 66

wLayout Editor 67
Creating a Board Outline 68
Select & Move 70
Rotate Left 70
Rotate Right 70
Flip 71
Delete 71
Filters 72
Trace 73
Trace Type 73
Trace Width 74
Via Size 75
Line Shape 76
Arc 77
Rake Mode 78
Serpentine Mode 79
Auto-Route Mode 80
Via 81
Via Inspector 81
Through Hole 82
Through Hole Inspector 82
Pour 83
Line Shape 83
Arc 83
Path 84
Path Type 84
Path Width 84
Line Shape 85
Arc 85
Create From File 85
Art 86
Text 86

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 Add Image 86
Note 87
Draw Box 87
Draw Arrow 87
Note Color 88
Measure 88

Constraints Manager 89
Add New Constraint 90
Clearance 90
Hole Size 91
Matched Net Lengths 92
Minimum Annular Ring 93
Trace Width 94
Constraint Inspector 95
Layout Rules 96
Schematic Rules 97
Update Notifications 98

3D Model Viewer 98
Hire Layout Engineer 99

EE Concierge 101
What is EE Concierge 101
What makes EE Concierge parts ✓ VERIFIED 102
How to use EE Concierge 102

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 Mission
To make electronic product design accessible to everyone.

Manifesto
We're very nearly there.
It's almost the future.
Where ideas go from heads to hands near instantly.
Where atoms are as easy to manipulate as code.
Where real change is just an idea away.

Invention is how we move forward.

It's how the world gets better.
And it can be so so much better.

We are engineers, designers and makers.

Inventors about to wake up in the future.
We speak in gadgets and robots, and spaceships.
Building bridges between dreams and reality.
We fight for the future.
The small, the big, the hairy, and the crazy audacious.
We bring products to life.

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 Welcome to Upverter

Ideas have a tragic history. Everyday ideas that can change the world are
imagined, measured, and abandoned. We praise those who can transform their ideas
into reality and collectively embrace new ways that make transforming our ideas into
reality easier for all. As a result we now live in time where technology has become so
advanced that we can all pick up our “magic mirrors” and instantly connect and share
nearly everything with almost everyone. Luckily, there is no such thing as magic. It is
possible though, for something to be so massive that it is practically incomprehensible
just like magic. That is where we find ourselves today. The amount of knowledge that
exists just in the domain of electrical engineering is so massive that it can easily take a
decade for someone to master the skills needed to produce just a single of our magic
mirrors. It is no wonder why so many ideas remain unrealized.

That gave us an idea. The hardware should not be the hard part of making your
product. So to realize that idea we created Upverter. Our own little world where anyone
from anywhere could go to build the hardware they needed to realize their product. Over
the last 7 years we have spent the time and resources blazing a new path through the
hardware development process. We have created the tools and resources that enabled
thousands of people to realize their ideas and we continued to forge ahead to make
hardware design accessible to all those who are brave enough to realize their ideas.
And with each idea that is realized we all take one step closer towards a brighter future
for ideas.

We hope this manual will enable you to learn how to navigate the path we have
laid out so far and bring you closer to realizing your product so you can share it with the
world. Always remember that we are here to help you realize your ideas.

Welcome to Upverter! We look forward to seeing your ideas come to life.

Sincerely,

The Upverters

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How to Upvert

Making a product is a lot like making a meal. If you have the ingredients, the
recipe, and the right tools you can make anything. And just like a meal the point of a
product is to solve a problem and have the person feeling good about their decision to
use your solution. Not to become an expert on how to get ingredients. That is the
guiding principle behind everything at Upverter. We want you to make what you want as
quickly as possible by providing you with the the right tools at the right time. We also
make the right resources available at the right time to help you make the decisions you
need to move your product forward.

The Ingredients
In order to make your product a reality you will need to use the specific parts your
project needs. Unfortunately, there are far more parts that you can buy then parts
whose designs have been provided by your tools. This mean that you may need to
make parts in order to complete your design. Making parts though is a repetitive, highly
regulated activity that adds no more value to your product than a chef learning how to
farm just make meal. So at Upverter you have three choices when it comes to parts:
Choose a part from our public library, have EE Concierge make the part for you, or
make the part yourself. No matter what your choice is Upverter is there to assist you.

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The Recipe
Making electronics can be a messy and complicated activity. At Upverter we
have a 7 step process guaranteed to make any PCB no matter how complex or simple.
When upverting most likely go through these steps:
Step 1. Draw circuit diagram
Step 2. Select your parts
Step 3. Connect parts to make schematic
Step 4. Make your board layout
Step 5. Repeat steps 1-4 until you are satisfied with the design.
Step 6. Manufacture design
Step 7. Review and Repeat as needed.
Your Tools

Upverter provides you with a complete toolbox for making your design a reality.
When using the tool you only need to remember one thing: top to bottom, left to right,
and ask as needed.

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 Getting Started with Upverter

Your Dashboard

Figure 1: Upverter Dashboard.

Your Upverter experience begins with your dashboard. On it you will find your
projects, be able to search Upverter’s parts and projects, and connect with the Upverter
community. Since Upverter is built for both organizations and individuals, we use what
are called contexts to separate the work spaces between your organizations and
individual space. The dashboard is the main central place from which you access your
designs and parts. It's the first page you're greeted with when you log in. It lists all of
your designs using tiles. To quickly open any of your designs in the editor, ​Clicking on
the image/project name from the dashboard will open the project in the editor. Clicking
on the briefcase will open the project page.​. There are also icons that show if a design

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is public or private. Click on the Account Settings button to manage things like the plan
that you're on, your email subscriptions, and your basic personal info. The My Library
button takes you to your personal private parts library. Notifications lists your
notifications for things like parts that have been created or verified by the EE Concierge
part service, or organizations or designs that you've been invited to. There are also
buttons for creating new designs and parts. At the very top is a navigation bar for
accessing Upverter's central parts database of over one million parts, for exploring
public designs in the Upverter community, as well as a link to the resource hub for
accessing help videos and hardware design resources. In the top right, your current
context is listed, and a drop-down menu helps you select a different context to switch to.
When you change context the dashboard switches to that context, showing the designs
of that organization. If you click My Library, you're taken to the library of this
organization.

From your dashboard, your current context is shown in the top right corner.
There's a dropdown menu that lets you switch between them. Both your organization
and personal contexts will be listed there, and if you're part of multiple organizations,
you'll see multiple options. From anywhere in Upverter, you can click on the Upverter
logo to be taken back to the dashboard. From the dashboard click Account Settings,
and from there you can modify things like your billing details, the plan you've purchased,
and invite other team members. To create designs or parts under a particular context,
simply click the respective buttons on the dashboard.

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 Figure 2: Context Switching Menu.

Every context has a single Private Parts Library that is separate from the Central
Upverter Parts Database. This private library allows you to collect only the parts you've
used in your designs. It allows you to create parts yourself and edit your parts locally
and separately from the Central Database. Your private library can be accessed from
the dashboard or the Schematic Editor.

Figure 3: Parts Database Explorer

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 Upverter has a central parts database that contains over one million parts and
many of them have verified symbols and footprints. There are two ways to access the
parts database. The first is from your dashboard by clicking the Parts Database link at
the top. From there, you can search for a part number using a complete or partial
search string. The results are shown below, and you can click on the part you want to
open its parts page. The ​✓ VERIFIED in the part page means both the symbol and
footprint have been verified by EE Concierge. You can also click the Add to My Library
button in the top right to add the component to your context library. The page also
shows a preview of the symbol and footprint, all of the part attributes, and a pin listing.
The second and more common way to access the parts database is from the schematic
editor. Click the component tool or hit the A key on your keyboard to bring up the add
component dialog. Search the database for the part you want and the results are shown
below. There's a link that takes you to the same part page that we saw before, and
that'll open up in a new tab. You can then click the Place Component button to add the
part to your schematic.

For organizations, everyone in that organization or team shares that library. So if

you wanna collaborate with others and share parts with each other, the best way to do
this is to set up a team in Upverter. If you toggle to your individual context so will your
library. When you add components to your design from Upverter's central Database,
those parts automatically get added to your context library. This enables you to receive
notifications about part changes, and also edit those parts locally if you wish. Upverter's
Cloud-based platform verifies part designs, removing the risk of symbol and footprint
errors and reducing the risk of a PCB respin. Simply add a part to your design. As soon
as you place the symbol, you can ask for verification by EE Concierge.

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 Figure 4: Community Project Explorer. Here you can find any public projects in Upverter’s
database.

If you are new to PCB design or looking for collaborators the Upverter
Community is there to assist you. In Upverter Learn we provide tutorials and resources
to speed up your product development. Content is updated regularly as well as software
release notes.

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Figure 5: The Upverter Community Forum. Find answers and collaborate with other Upverters.

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Project Editor
From your dashboard, which can be accessed by clicking the Upverter logo from
anywhere within Upverter, You can open or create new projects by selection the
Create New Project button. From there you'll be taken to a new page that will ask you
for your project details. Start by entering the name of the project, a brief description of
what the project is about, the release license for the project. If you do not want to share
you project with the Upverter community, select the checkbox to make your project
private. You can also upload files to import into Upverter from other common PCB
design software. When you hit Create, the editor will launch. And you'll be presented
with a blank canvas from which you can start designing your hardware.

Figure 6: Project Editor

The Project Editor is managed through five tabs: System Designer, Schematic
Editor, Layout Editor, and Constraints Manager. You can click the tabs to toggle
between them. Each editor is built with a unique set of tools to working with it. Upverter

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syncs all your editors in real-time so that any changes are reflected in your entire project
instantly. The vertical toolbar is the fundamental toolbox of each editor. It has everything
you need to work in that space. Use the scroll wheel on your mouse to zoom in and out
on the design. In the bottom right corner your current zoom level is displayed, and there
is a menu there for you to manually choose your zoom level as well. Left-click on a
component to see its properties in the Property Inspector panel on the right side. At any
time, you can hit Escape on your keyboard to cancel your current selection and toggle
between Schematic and Layout by pressing the Tab key on your keyboard.

To manage the settings of your organization, first switch to the context of your
organization using the menu in the top-right corner of your dashboard. From there, click
the Account Settings button and you'll be taken to a page where you can edit things like
your billing details, the plan that you're on. You can invite other team members, and
manage their permissions there as well. Click the Dashboard link at the top or the
Upverter logo to return to the dashboard for your organization.

Figure 7: Pan Tool.

Panning means moving through your schematic. The easiest and best way to do
this is to hold spacebar while you move your mouse. A second way of doing this is to
click and hold on the canvas for a moment, and that will engage the Pan tool as well. A
third way to pan is simply to use the arrow keys on your keyboard. And lastly, the
bottom tool on the toolbar is a Pan tool where you can engage the Pan tool permanently
on your mouse cursor.

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Figure 8: Project Dropdown Menu

Figure 9: The fundamental toolbar.

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How to Fork/Copy an Existing Project

The Fork tool which appears on a project page can be used to copy an existing design
(either someone else's or your own). Once a user clicks on Fork, they will proceed to
the project information page.

Here users can enter/edit project information.

How to Delete a Project

To delete a project, follow the steps below:
1. Navigate to the project page from your dashboard

2. Click on

3. Navigate to the bottom of the page and click on

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System Designer

On the left we have our toolbar. This is the fundamental toolbar which has
everything you need to create your schematic. It's got the tools for adding parts,
connecting the parts together with nets, adding flags, adding some general text. We
have a tool here for mark-up where you can mark up issues. On the right-hand side we
have our right-hand pane, and this gives you information about your design. There are a
number of things here, like the parts list, the net list, the history, which is a list of the
actions you've performed, design rule violations, issues that come from mark-up, and
the property inspector which are discussed in detail below.

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Select & Move

Figure 10: Select and Move dialog for System Designer.

This tool lets you select objects and move them around. You can also drag a box
in the background to select a group of things. To select additional features simply select
them from the horizontal menu.

Rotate Left

Figure 11: Rotate Left tool for System Designer.

Click Rotate Selection Left to rotate the selected blocks 90 degrees to the left.
Select the blocks and nets that need to be rotated. Then click on Rotate Selection Left
to rotate them 90 degrees to the left.

Rotate Right

Figure 12: Rotate Right tool for System Designer.

Click Rotate Selection Right to rotate the selected blocks 90 degrees to the right.
Select the blocks and nets that need to be rotated. Then Click on Rotate Selection Left
to rotate them 90 degrees to the right.

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Flip

Figure 13: Flip tool for System Designer.

Click Flip Selection to flip the selected blocks horizontally. Select the blocks and
nets that need to be flipped. Then click Flip Selection to flip the selection horizontally
from left to right.

Delete

Figure 14: Delete tool for System Designer.

Click Delete Selection to remove the selected blocks and nets from the design.
Select the blocks and nets that are not needed. Then Click Delete Selection to remove
them from the design.

Auto net routing

Figure 15: Auto net routing tool for System Designer.

Click Toggle Automatic Net Routing to enable or disable automatic net moving
and resizing. Before moving a block make sure Toggle Automatic Net Routing is
enabled to allow upverter to automatically move and resize the nets connected to the
block to keep them tidied and optimized.

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Block

Figure 16: Block Tool for System Designer.

This tool allows you to add system symbols onto your canvas. This tool is not linked to
the Schematic and Layout Editors. It is for reference only. There are 8 type of blocks
you can add each with a variety of pre-made blocks. Table X shows all the possible
blocks available.

Figure 17: Add Block dialog for System Designer.

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System Designer Block Types

General

Figure 18: Generic Block

Click Generic to add a generic 4 pin block to the system diagram. Click Block.
Then Click Generic to select the generic block. Then Click in the diagram where you
want to place the a generic block. Click again to add more blocks. Press ESC to finish.

Sensors/Input
Click on any of the Sensor/input symbols to add it to the system diagram. Click
Block. Then Click on any of the symbols in the Sensors/Input group to select it. Then
click where you want to add the selected block in the system diagram.

Figure 19: Antenna Block

Figure 20: Microphone Block

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 Figure 21: Camera Block

Figure 22: Button Block

Figure 23: Switch Block

Figure 24: Dial Block

Figure 25: Temperature Block

Figure 26: Accelerometer Block

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Figure 27: Gyroscope Block

Figure 28: Compass Block

Figure 29: Distance Block

Figure 30: GPS Block

Figure 31: Flex Block

Figure 32: Pressure Block

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 Figure 33: CO2 Block

Figure 34: Moisture Block

Figure 35: Voltage Block

Figure 36: Current Block

Figure 37: TouchScreen Block

Figure 38: Photodiode Block

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Output
Click on any of the Output Blocks Symbol to add it to the system diagram. Click
Block. Then Click on any of the symbols in the output group to select it. Then click
where you want to add the selected block in the system diagram.

Figure 39: LED Block

Figure 40: Light Block

Figure 41: Display Block

Figure 42: Speaker

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 Figure 43: Motor

Figure 44: Pump

Figure 45: Gauge Block

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Communication
Click on any of the Communication Blocks Symbol to add it to the system
diagram. Click Block. Then Click on any of the symbols in the Communication group to
select it. Then click where you want to add the selected block in the system diagram.

Figure 46: USB Block

Figure 47: Ethernet Block

Figure 48: Wifi Block

Figure 49: Bluetooth Block

Figure 50: I2C Block

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Storage
Click on any of the Storage Blocks Symbol to add it to the system diagram. Click
Block. Then Click on any of the symbols in the Storage group to select it. Then click
where you want to add the selected block in the system diagram.

Figure 51: Cloud

Figure 52: Ram

Figure 53: Flash Memory

Figure 54: SDD Block

Figure 55: HDD Block

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Power
Click on any of the Power Blocks Symbol to add it to the system diagram. Click
Block. Then Click on any of the symbols in the Power group to select it. Then click
where you want to add the selected block in the system diagram.

Figure 56: AC Block

Figure 57: DC Block

Figure 58: DC-DC Block

Figure 59: AC-DC Block

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Figure 60: DC-AC Block

Figure 61: Battery Block

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Processing
Click on any of the Processing Blocks Symbol to add it to the system diagram.
Click Block. Then Click on any of the symbols in the Processing group to select it. Then
click where you want to add the selected block in the system diagram.

Figure 62: Dev Board Block

Figure 63: Micro Processor Block

Figure 64: Micro Controller Block

Figure 65: FPGA Block

Figure 66: CPLD Block

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Signal Processing
Click on any of the Signal Processing Blocks Symbol to add it to the system
diagram. Click Block. Then Click on any of the symbols in the Signal Processing group
to select it. Then click where you want to add the selected block in the system diagram.

Figure 67: ADC Block

Figure 68: DAC Block

Figure 69: DFT Block

Figure 70: FFT Block

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Figure 71: High Pass Filter Block

Figure 72: Low Pass Filter Block

Figure 73: Band Pass Filter Block

Figure 74: FIR Block

Figure 75: IIR Block

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 Figure 76: Amplifier Block

Figure 77: Oscillator Block Block

Figure 78: Multiplier Block

Figure 79: Sum Block

Figure 80: Difference Block

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Flow Chart
Click on any of the Flow Chart Blocks Symbol to add it to the system diagram.
Click Block. Then Click on any of the symbols in the Flow Chart group to select it. Then
click where you want to add the selected block in the system diagram.

Figure 81: Process Block

Figure 82: Alternate Process Block

Figure 83: Decision Block

Figure 84: Data Block

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Figure 85: Predefined Process Block

Figure 86: Internal Storage Block

Figure 87: Document Block

Figure 88: Multi Document Block

Figure 89: Terminator Block

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 Figure 90: Preparation Block

Figure 91: Manual Input Block

Figure 92: Manual Operation Block

Figure 93: Connector Block

Figure 94: Off-Page Connector Block

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 Figure 95: Card Block

Figure 96: Punched Tape Block

Figure 97: Summing Junction Block

Figure 98: Or Block

Figure 99: Colate Block

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 Figure 100: Sort Block

Figure 101: Extract Block

Figure 102: Merge Block

Figure 103: Sorted Data Block

Figure 104: Delay Block

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Figure 105: Sequential Access Storage Block

Figure 106: Magnetic Disk

Figure 107: Direct Access Storage

Figure 108: Display

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Net

Figure 109: Net tool for System Designer.

Engage the Net tool from the toolbar on the left or hit the letter ‘n’ key on your keyboard.
Then Click the pin of one symbol and the pin another symbol to form a connection.
Upverter tries to automatically and intelligently route the nets on the schematic. To turn
this feature you can disable it in the toolbar or use the keyboard shortcut Shift A.

Renaming Nets
You can double-click a net to change its net name from the Upverter default to
something custom. Your net name will appear afterwards. You don't have to directly
connect components together with drawn nets. Simply name the nets the same or add
named flags. These nets will then be connected together in the net list.

Annotation

Figure 110: Annotation tool for System Designer.

The annotation tool can be used to add reference text to your design. Simply
Select the Annotation tool and click on the canvas to insert an annotation.

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Note

Figure 111: Note tool for System Designer.

The Note tool allows for referencing elements of your design directly. You can
choose to either draw a box or arrow. You can select the color of the note through the
color dialog.

Draw box

Figure 112: Note tool for System Designer.

Click Draw a Box to draw a rectangle box. To use click Note to open the note
Menu. Select the Note Color. Then press and hold the left mouse button to place the
first corner. Drag the mouse and then release the mouse button to place the second
corner.

Draw Arrow

Figure 113: Draw Arrow for System Designer.

Click Draw and arrow to draw an arrow in the system diagram. To use click Note
to open the Note menu. Select the note color. Then press and hold the left mouse
button to place the bottom of the arrow. Drag the mouse and release the mouse button
where you want to place the tip of the arrow.

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Note Color

Figure 114: Color Select for Note tool for System Designer.

Click Note Color to select the color used to draw a box or arrow. To use click
Note to open the Note Menu. Click on Note color. Then click on the desired color.

Shape Edit

Figure 115: Shape Edit tool for System Designer.

The shape edit tool can be used to draw a wide range of shapes.

Draw Line

Figure 116: Draw Line tool for System Designer.

Click Draw Line to activate. Click again to place the first extreme of the segment
and click again to place the other extreme. Repeat as needed. Press ESC to finish.

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Draw Rectangle

Figure 117: Draw Rectangle tool for System Designer.

Click Draw Rectangle then click on the System diagram to define the two
opposite corners.

Draw Rounded Rectangle

Figure 118: Draw Rounded Rectangle tool for System Designer.

Click Draw Rounded Rectangle. Then click on two points to define two opposite
corners.

Draw Arc

Figure 119: Draw Arc tool for System Designer.

Click Draw Arc. Use the mouse clicks to define the two endpoints of the arc.
Move the mouse to define the radius and click once more to finish.

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Draw Bezier

Figure 120: Draw Bezier tool for System Designer.

Click Draw Bezier. Click twice to define the two endpoints. Then click again to
define the other two control points that define the curvature.

Draw Circle

Figure 121: Draw Circle tool for System Designer

.
Click Draw Circle. Click when you want to set the center of the circle. Then move
the cursor to define the diameter or the circle and click again to finish.

Toggle Snap Mode

Figure 122: Toggle Snap Mode for System Designer.

Click Toggle Snap to allow points set outside of the grid.

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Add Pin

Figure 123: Add Pin Tool.

Rotate Left

Figure 124: Rotate Left tool.

Click Rotate Selection Left to rotate the pin 90 degrees to the left. Click once to
place the pin in the system diagram.

Rotate Right

Figure 125: Rotate Right tool.

Click Rotate Selection Right to rotate the pin 90 degrees to the Right. Click once
to place the pin in the system diagram

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Schematic Editor
The schematic editor has all the features you would expect in a professional EDA
tool. Component management. Automatic net placement. Unlimited undo, redo.
Simulation. Design rule checking. And net location.

Figure 126: Schematic Editor workspace.

The Project dropdown is located in the top left corner. There you can make new
projects, open existing projects, View Project Overview, Edit Project Details, Export files
and Convert your design to a module. On the left we have our toolbar. This is the
fundamental toolbar which has everything you need to create your schematic. It's got
the tools for adding parts, connecting the parts together with nets, adding flags, adding
some general text. We have a tool here for mark-up where you can mark up issues. And
we're gonna see how all these tools work as we go ahead with the schematic. On the
right-hand side we have our right-hand pane, and this gives you information about your
design. There are a number of things here, like the parts list, the net list, the history,
which is a list of the actions you've performed, design rule violations, issues that come
from mark-up, and the property inspector which are discussed in detail

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Select & Move

Figure 127: Select & Move Toolbar

This tool lets you select objects and move them around. You can also drag a box
in the background to select a group of things. To select additional features simply select
them from the horizontal menu. These features are:

Rotate Left

Figure 128: Rotate Left tool for Schematic Editor.

Click Rotate Selection Left to rotate the selected components 90 degrees to the
left. You can also select the components and nets that need to be rotated. Then click on
Rotate Selection Left to rotate them 90 degrees to the left.

Rotate Right

Figure 129: Rotate Right tool for Schematic Editor.

Click Rotate Selection Right to rotate the selected components 90 degrees to

the right. You can also select the components and nets that need to be rotated. Then
Click on Rotate Selection Left to rotate them 90 degrees to the right.

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Flip

Figure 130: Flip tool for Schematic Editor.

Select the components and nets that need to be flipped. Then click Flip Selection
to flip the selection horizontally from left to right.

Copy

Figure 131: Copy Tool.

Select the components and nets that you want to copy. Click Copy or press
Ctrl+c to place the components in the clipboard. Click Paste or press Ctrl+v to place the
components in the schematic.

Paste

Figure 132: Paste Tool.

Click Paste or press Ctrl+v to add the copied components in the schematic.

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Delete

Figure 133: Delete tool for Schematic Editor.

Select the components and nets you want to remove. Then Click Delete
Selection to remove them from the schematic.

Auto net routing

Figure 134: Auto net Routing toggle tool.

Click Toggle Automatic Net Routing to enable or disable automatic net resizing
while moving a component. Before moving a component make sure Toggle Automatic
Net Routing is enabled to allow upverter to automatically move and resize the nets
connected to the block to keep them tidy and optimized.

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Filters

Figure 135: Filter Selection Tool.

From the toolbar on the left, click Filters to open the dropdown menu. From there you
can choose exactly which objects you want to select:

Figure 136: Filter Options.

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C​omponent

Figure 137: Block Tool for Schematic Editor.

To add a component to your design click the Component tool or hit the letter A on
your keyboard as a shortcut. The Add Component dialog helps you to search through
Upverter's parts database of over one million parts. By default, it lists generic
components like resistors and capacitors that you can add without specifying a
particular manufacturer part number.

Figure 138: Add Component Dialog

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 Click on the Modules tab to view modules in our database which are used for
hierarchical design. Click on Generics to get back to the list of generics. Click on
Components to search for a particular component part number. Just type it in and hit the
Enter key. The search results are displayed below. Upverter's powerful search allows
you to add additional filters such as footprint, symbol, if it has been verified by the parts
concierge, and much more.

Upverter's Generics displays many generic components, the two most common
being resistors and capacitors. Select the one you want and add it to your design. You
can double-click its value to change the resistance. You can then double-click on the
resistor symbol itself to open up the Property Inspector and change other attributes.
Upverter automatically generates many standard IPC-compatible surface-mount and
through-hole footprints. Once you select one, it will automatically appear on your layout.

Search features

Figure 139: Search Tool in Add Component Dialog

Allows to search a new component to add it to the schematic. Click Component

to activate. Write the part of the part number of the component you want to add and
click Search. Click on Place Component to add the selected component to the
schematic.

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Components

Figure 140: component filter.

Allows searching components by part number, manufacturer or value. Click

Component to select. Write the part number, manufacturer or value in the search box
then Click Search. Click on an item in the submenu to filter by manufacturer, verified
part or other attributes.

generics

Figure 141: generics filter.

Allows adding generic components to the schematic. Generic components are

place holders and are used before you select a part number for your component. Click
Component. Click generics. Click on Place Component. Click on the schematic where
you want to place the component. Press ESC to finish add component mode. Finally
Change the value and reference designator.

in-design

Figure 142: in-design filter tab.

Shows a list of components already present in the design. Click Component.

Click in-design then Click Place Component.

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Net

Figure 143: Net Tool

Engage the Net tool from the toolbar on the left or hit the letter ‘n’ key on your
keyboard. Then Click the pin of one symbol and the pin another symbol to form a
connection. Upverter tries to automatically and intelligently route the nets on the
schematic. To turn this feature you can disable it in the toolbar or use the keyboard
shortcut Shift A.

Renaming Nets

Figure 144: Net Inspector dialog.

You can double-click a net to change its net name from the Upverter default to
something custom. Your net name will appear afterwards. You don't have to directly
connect components together with drawn nets. Simply name the nets the same or add
named flags. These nets will then be connected together in the net list.

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Bus Net
To add buses to your schematic, follow the steps below:
1. Switch to bus tool by clicking on the bus icon (right) and place the bus
at the required location on the schematic.
2. Switch back to regular nets and start routing nets into the bus. As they
touch the bus, the editor automatically adds Bus Connectors to the schematic.
3. Next, connect the destination nets into the bus. Again, Bus Connectors will
automatically be added.
4. To associate these Bus Connectors with the existing ones, you'll need to inspect
and edit their association to match the signal name you'd like each to be associated with
and the connected wire will be automatically renamed.

Figure 145: Bus Inspector Dialog

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Connection Marker

Figure 146: Connection Marker tool menu.

Flags are one of the ways you can make indirect connections between
components. An indirect connection means you don't need to draw a continuous net
from one pin to another. You can either click the Net tool to engage the Net tool, or use
the ‘n’ shortcut key. Click twice to make a net connection. Flags can be named by
double clicking on the flag label. To connect two labels simply make their flag names
identical. Upverter offers 12 standard flag types for easy access.

GND

Figure 147: GND Marker tool menu.

Adds a new ground connection to the schematic. Click Connection Marker to

select. Then Click GND and click on the schematic where you want to add a ground
connection.

VCC

Figure 148: VCC Marker.

Adds VCC supply connection. Click Connection Marker then click VCC and add
the VCC connection.
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FLAG

Figure 149: FLAG Marker.

Adds a connection Marker. Names the net. Click Connection Marker. Click
FLAG. Then click on the schematic to add the FLAG and introduce the name of the Net.

PWR

Figure 150: PWR Marker.

Adds an additional Power connection. Click Connection Marker. Click PWR then
Click on the schematic to add a Power connection.

CHASSIS GND

Figure 151: CHASSIS GND Marker.

Adds an additional Chassis Ground Connection. Click Connection Marker. Click

Chassis GND. Then Click Chassis GND and click on the schematic to add a Chassis
ground.

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INGRESS

Figure 152: INGRESS Marker.

Adds an Ingress Connection Marker. Marks a connection from one schematic

sheet to another or one part of the schematic to another. Click Connection Marker. Click
Ingress. Click on the schematic to add the marker. Then connect the Ingress marker to
a net. Add another Ingress marker on the other schematic sheet.

TEST POINT

Figure 153: TEST POINT Marker.

Adds a Test point connection. Click Connection Marker. Then Click Test point
and click on the schematic to add the test point.

SMALL FLAG

Figure 154: SMALL FLAG Marker.

Adds a new flag that is visually smaller. Click Connection Marker. Then Click
Small Flag. Click on the schematic to add the test point and introduce the name of the
net.

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INPUT

Figure 155: INPUT Marker.

Adds a new Input connection Marker. Click Connection Marker. Click Input.
Then click on the schematic to add a new input connection marker. Then double click
the marker and change the name of the input connection.

OUTPUT

Figure 156: OUTPUT Marker.

Adds a new output connection Marker. Click Connection Marker. Click Output.
Then click on the schematic to add a new output connection marker. Then double click
on the output marker and change the name of the output connection.

BI-DIRECTIONAL

Figure 157: BI-DIRECTIONAL Marker.

Adds a new bi-directional connection Marker. Click Connection Marker. Click

Bi-directional. Then click on the schematic to add the new bi-directional marker. Then
double click the marker to change the name of the net.

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NO CONNECT

Figure 158: NO CONNECT Marker.

Adds a no connect mark. Signals that no connection should be made to this pin.
Click Connection Marker. Click No Connect. Place the mark on the desired pins.

Annotation

Figure 159: Annotation tool for Schematic Editor.

The annotation tool can be used to add reference text to your design. Simply
Select the Annotation tool and click on the canvas to insert an annotation. Press
Shift+Enter to add a new line. Press Enter when finished. Drag the mouse to position
the Annotations and click to set.

Note

Figure 160: Note tool for Schematic Editor.

The Note tool allows for referencing elements of your design directly. You can
choose to either draw a box or arrow. You can select the color of the note through the
color dialog.

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Draw Box

Figure 161: Draw Box Tool for Layout Editor

Click Draw a Box to draw a rectangle box. To use click Note to open the note
Menu. Select the Note Color. Then press and hold the left mouse button to place the
first corner. Drag the mouse and then release the mouse button to place the second
corner.

Draw Arrow

Figure 162: Draw Arrow Tool for Layout Editor

Click Draw an arrow to draw an arrow in the Schematic. To use click Note to
open the Note menu. Select the note color. Then press and hold the left mouse button
to place the bottom of the arrow. Drag the mouse and release the mouse button where
you want to place the tip of the arrow.

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Extract Module

Figure 163: Extract Module Tool for Layout Editor.

Cancel

Figure 164: Cancel Module Extraction for Layout Editor.

Cancels module extraction .

Finish

Figure 165: Begin Module Extraction for Layout Editor.

Extracts the selected part of the schematic and converts it into a reusable
module. Click Extract Module. Select the portion of the schematic that will be converted
into a reusable module then Click on the checkmark to extract the module

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w​Layout​ Editor

Figure 166: Layout Editor.

On the left is the fundamental toolbar that has everything you need to complete
your layout. The Select tool, along with selection filters for selecting the exact objects
you want on your layout; the Trace Routing tool for drawing traces, differential pairs,
serpentines for length matching, as well as managing trace classes.The Via tool for
manually placing vias and managing via classes, through-holes, pours, paths; artwork
for adding text or importing graphics onto the silkscreen. The Note tool for marking up
and annotating things that need to be fixed on your layout. The Measure Tool for
measuring the distance between objects. The History panel lists every action you've
ever taken on your design, and you can undo those actions back to any point. The
Concierge panel lists the status of your part creation and part verification requests with
EE Concierge. The Issues list works together with the Note tool for you to track things

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that need to be fixed on your design. The Layers panel lists all of the layers on your
PCB and lets you easily toggle their visibility. The Property Inspector lists the properties
of the currently selected object. The Constraints panel lists real-time design rule
violations according to the constraints you set up in the Constraints Manager. It alerts
you of problems in your design as you work. The Net list simply lists all of your nets.
You can click on one to highlight and select all of the corresponding trace segments.
The Parts list is simply a list of all your parts, and you can click on one to easily find it on
your design. The Pours list lets you toggle visibility of pours and re-pour them if needed.
In the bottom right corner, you can adjust the grid size. There's a set of common
grid sizes, but you can specify a custom size and change units between millimeters,
mils, and inches. You can toggle the snap guides which help you align to adjacent
objects. From the Layers list, if you click on a layer, it will make it active, which means
that it's brought to the top of the layer stack while all other layers become translucent
and are no longer selectable. The current active layer is listed at the bottom. In the
bottom left, the XY coordinates of your mouse cursor are also shown.

Creating a Board Outline

Your board outline is one of the first things you'll define when starting your layout.
If your board is simply a square or rectangle, double-click the canvas in the layout editor
to open the Board Outline dialog. From there, you can specify the width and height of
the board and an outline will be created for you automatically on the mechanical details
layer. You can move the origin if needed through the grid menu in the bottom right and
can click and drag the vertices of the board outline to manually adjust the shape.

Another way to create a board outline or really any shape on your mechanical
details layer is to freehand draw the outline using the Path tool from the left-hand
toolbar. You can click and drag your board outline to move it around on the canvas.

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 If you have your board outline defined in a DXF file that you obtained from your
3D or mechanical software, you can easily import that DXF by clicking the Path tool in
the toolbar and then the File icon. Upload your DXF and select the layer on which you
want to import it to. If it's a board outline, select the mechanical details layer, but you
can also import onto copper, solder mask, and silkscreen.f You can very precisely
create a board outline by manually specifying the coordinates of each vertex of the
board outline. Either double-click the canvas to create a new one, or select an existing
outline and click the Inspect button. From the Edit Points tab, you can specify the
coordinates of each vertex and add and remove vertices as needed. Upverter will draw
lines between the vertices in the order in which they're listed.

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Select & Move

Figure 167: Select & Move Toolbar

This tool lets you select objects and move them around. You can also drag a box
in the background to select a group of things. To select additional features simply select
them from the horizontal menu. These features are:

Rotate Left

Figure 168: Rotate Left tool for Layout Editor.

Click Rotate Selection Left to rotate the selected components 90 degrees to the
left. Select the components and nets that need to be rotated. Then click on Rotate
Selection Left to rotate them 90 degrees to the left.

Rotate Right

Figure 169: Rotate Right tool for Layout Editor.

Click Rotate Selection Right to rotate the selected components 90 degrees to the
right. Select the components and nets that need to be rotated. Then Click on Rotate
Selection Left to rotate them 90 degrees to the right.

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Flip

Figure 170: Flip tool for Layout Editor.

Click Flip Selection to flip the selected components horizontally and move the
component from top layer to bottom layer or from bottom layer to top layer. Select the
components and nets that need to be flipped. Then click Flip Selection to flip the
components.

Delete

Figure 171: Delete tool for Layout Editor.

Removes the selected components from the design. Select the components and
nets you want to remove. Then Click Delete Selection to remove them from the design.

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Filters

Figure 172: Filter Selection Tool Toolbar

From the toolbar on the left, click Filters to open the dropdown menu. From there
you can choose exactly which objects you want to select:

Figure 173: Filter Options.

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Trace

Figure 174: Trace Tool for Layout Editor.

Trace Routing tool allows for drawing traces, differential pairs, serpentines for
length matching, as well as managing trace classes. Each tool option is discussed in
detail below.

Trace Type

Figure 175: Trace Type switch for Layout Editor.

Enable or disable traces at 45 degree angle. Click Trace then Click Trace type.

Figure 176: A triangle becomes a pentagon.

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Trace Width

Figure 177: Trace Width Tool for Layout Editor.

Click Trace then click Trace width. Select the width and click save.

Figure 178: Trace Inspector Dialog for Layout Editor.

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Via Size

Figure 179: Trace Via Size Inspector for Layout Editor.

Click on Via Size to open the Via Inspector and set the dimensions of the vias
used while drawing traces. Click on Trace. Click on Via Size. Fill the information
required and click Save.

Figure 180: Trace Via Size Inspector Dialog for Layout Editor.

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Line Shape

Figure 181: Trace Line Mode Select for Layout Editor.

Click Line Shape to set traces as straight lines. Click Trace then click Line
Shape.

Figure 182: Line trace in Layout Editor.

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Arc

Figure 183: Trace Arc Button.

Click Arc to draw arced traces. Click Trace. Click Arc. Then use mouse clicks to
set the two endpoints. Then move the mouse to define the radius and use the mouse
click to finish.

Figure 184: Traced arc in Layout Editor.

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Rake Mode

Figure 185: Trace Rake Tool for Layout Editor.

Click Rake mode to enable drawing several traces in parallel at the same time.
Select two or more parallel traces. Then Click Trace. Click Rake mode and draw the
traces.

Figure 186: Trace Width Dialog for Layout Editor.

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Serpentine Mode

Figure 187: Serpentine Mode Tool for Layout Editor.

Click Serpentine mode to change the shape of a trace adding serpentine traces
and control trace length. Click Trace, Click Serpentine mode. Click on a trace to start a
serpentine. Move the mouse along the trace and click on the trace again to finish
serpentine mode.

Figure 188: Trace Width Dialog for Layout Editor.

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Auto-Route Mode

Figure 189: Auto Trace Tool for Layout Editor.

Click Auto-Route mode to activate. Click the start and end of your trace.
Auto-trace will generate the trace automatically.

Figure 190: Auto Routing Mode example for Layout Editor.

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Via

Figure 191: Via Tool for Layout Editor.

Click Via to add vias to the pcb layout. Click Via to open the Via inspector. Fill
the required via dimensions and click Save. Then use mouse clicks to add vias to the
pcb Layout.

Via Inspector

Figure 192: Via Inspector.

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Through Hole

Figure 193:Through Hole Tool for Layout Editor.

Click Through Hole to add plated and unplated holes to the pcb layout. Click
Through Hole to open the Through Hole Inspector. Fill the required dimensions and
click save. Then use mouse clicks to add Through Holes to the PCB

Through Hole Inspector

Figure 194: Through Hole Inspector

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Pour

Figure 195: Pour tool for Layout Editor

To do a pour select Pour then draw the perimeter of the pour.

Line Shape

Figure 196: Line Mode tool for Pour

Click Line Shape to add a couper pour area delimited by straight lines. Click
Pour. Click Line Shape. Then Draw the pour area and press ESC to finish. Then double
click on the pour area and change the Net attachment name.

Arc

Figure 197: Arc Mode tool for Pour

Click Arc to add a couper pour area in the shape of an arc. Click Pour. Click Arc.
Then use mouse clicks to set the two endpoints.

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Path

Figure 198: Path tool for Layout Editor

To create a path select the path tool and create path lines as desired.

Path Type

Figure 199: Path Type tool for Layout Editor

Click Path Type to Enable or disable drawing a Path at only 45 degree angles.
Click Path then click Path Type.

Path Width

Figure 200: Path Width tool for Layout Editor

Click Path Width to change the width of the segments that will make up the path.
Click Path then click Path width and fill the information required and click on Accept

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Line Shape

Figure 201: Line Mode toggle.

Click Line Shape to set the Path segments as straight lines. Click Path, click
Line Shape then draw the closed path.

Arc

Figure 202: Arc Mode toggle.

Click Arc to set the Path segments as circular arcs. Click Path, CLick arc. Then
Draw the closed path in the layout.

Create From File

Figure 203: Create from file tool.

Click Create from File to import the shape of the path from an external file. Click
Path. Click Create from file. Select the file that contains the shape. Then click on Upload
File.

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Art

Figure 204: Insert Art Tool.

To insert artwork to your design select the Art tool and add text or images as needed.

Text

Figure 205: Add Text tool.

Click Select Add Text to add Labels on the silkscreen. Click Art. Click add Text.
Write the Silkscreen text and press Enter.

Add Image

Figure 206: Add Image tool.

Click Add image from File to import an image to the silkscreen. Click Art- Click
add image from file. Select the image file and click upload file.

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Note

Figure 207: Add Note tool.

The Note tool allows for referencing elements of your design directly. You can
choose to either draw a box or arrow. You can select the color of the note through the
color dialog.

Draw Box

Figure 208: Draw Box tool for Note.

Click Draw a Box to draw a rectangle box. Click Note to open the note Menu.
Select the Note Color. Then press and hold the left mouse button to place the first
corner. Drag the mouse and then release the mouse button to place the second corner.

Draw Arrow

Figure 209: Draw Arrow tool for Note.

Click Draw an arrow to draw an arrow in the Notes Layer. Click Note to open the
Note menu. Select the note color. Then press and hold the left mouse button to place
the bottom of the arrow. Drag the mouse and release the mouse button where you want
to place the tip of the arrow.

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Note Color

Figure 210: Note Color Select tool.

Click Note Color to select the color used to draw a box or arrow. Click Note to
open the Note Menu. Click on Note color. Then click on the desired color.

Measure

Figure 211: Measure Tool.

Allows taking measurements of the components and traces in the pcb layout.
Click Measure to enter measurement mode. Then use mouse clicks to set the
endpoints.

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Constraints Manager

Figure 212: Pour tool for Layout Editor

The Constraints manager allows for fine control of all elements of your design. It
provides a constraint creator as well as default constraints including Clearance, Hole Size,
Minimum Annular Ring, Trade Width, Layout rules, Schematic Rules, and Updates
Notifications.

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Add New Constraint
Click Add New Constraint to define a new set of design constraints to the pcb
layout. Click Add New Constraint. Select the type of constraint. Fill the name of the
Constraint, the name of the target name and all the required parameters. Then click
Save.

Clearance

Figure 213: Clearance Constraint dialog for Constraint Inspector.

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Hole Size

Figure 214: Hole Size Constraint dialog for Constraint Inspector.

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Matched Net Lengths

Figure 215: Matched Net Lengths Constraint dialog for Constraint Inspector.

92
Minimum Annular Ring

Figure 216: Minimum Annular Ring Constraint dialog for Constraint Inspector.

93
Trace Width

Figure 217: Trace Width Constraint dialog for Constraint Inspector.

94
Constraint Inspector

Figure 218: DFA Table Constraint dialog for Constraint Inspector.

95
Layout Rules

Figure 219: Layout Rules control board.

Allows enabling or disabling Layout that the design rules can check. Click on ON
or OFF to disable or enable the design rule.

96
Schematic Rules

Figure 220: Schematic Rules control board.

Allows Enabling or disabling the schematic rules check. Click on ON or OFF to

enable or disable Layout rules.

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Update Notifications

Figure 221: Notification Preferences options.

Enables or disables receiving notifications when a module or a component has

been updated.

3D Model Viewer

Figure 222: 3D model of design.

The 3D Model Viewer displays a rendering of your design. In this mode you can only
rotate your part and zoom.

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Hire Layout Engineer
In order to ensure you can get the help you need EE Concierge offers professional
layout services. At any point of your design you can place an order for layout services. If there
are issues then the Service Order Dialog (Fig X) will display the missing information. Once your
board is sufficiently defined the Service Order Dialog will provide you with an immediate quote
and service options (Fig X).

Figure 223: Order Error Dialog. If your design does not meet the requirements for the service it
will say how here.

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Figure 224: Example Layout Service Order.

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EE Concierge

Figure 225: Concierge Status display in the sidebar.

With EE Concierge’s part creation service, you'll never need to create another
part again.

What is EE Concierge
EE Concierge is a content creation service that:
● Free of charge, supplies all the Verified components within the Upverter
global library. These parts can be found in the “Add Component” dialog
and are marked with a ​✓ VERIFIED
● Provides a paid 24 hour ​✓ VERIFIED ​part creation service for

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 components not currently present in the Upverter global library or NDA
components.

What makes EE Concierge parts ​✓ VERIFIED

1. EE Concierge uses a talented team of part specialists to create each part

a minimum of 3 times by seperate people.
2. The seperately created parts are run through the verification algorithm to
ensure all the parts are identical.

How to use EE Concierge

● In the Add Component dialog, type in the part number or component
criteria you want to use (eg. 10k, 0201). You can filter the results based on
a multitude of different criteria. All EE Concierge verified parts are marked
with a ​✓ VERIFIED
● If no results are returned, request the part from EE Concierge’s part
creation service using the “Request Symbol and Footprint” button.

Figure 226: Request Symbol and Footprint button in Add Component Dialog.

○ In the Part Request form, provide the manufacturer name, a fully

orderable part number, and a link to the datasheet

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 Figure 227: Part Request Dialog for Concierge.

○ When you click “Get Quote”, you will receive an automatic quote for
your request to ensure you know exactly how much the service will
cost before confirming the request
○ When you click “Create My Part”, the request is finalized, and a
placeholder will appear on your schematic so you can block off
space for it in your schematic. ​NOTE: You need to place the
placeholder in your design to confirm your request.
○ Continue working on your design while the Concierge works on
your request
○ When EE Concierge has completed your part, you will be notified
that your part has been completed. It will also magically appear
where the placeholder once was. A checkmark in the upper
right-hand corner indicates that the part has been officially verified.

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