Modify Reference Boundary

We draw reference boundaries on a level that doesn't print so we can insert vertices as needed (edit: unnecessary, Barry is right - and then just renew the boundary in the reference manager.)

It sounds like you are using a shape/complex shape (which I do as well) but you shouldn't have to do anything with the reference manager after editing the boundary (at least, I certainly don't have to after once the shape is initially assigned for the fence source element).

You're so right, Barry. No need to do anything in reference manager, I got confused. Of course we're using polygons, too, but not in a separate xref file yet as suggested by Lorys. But that could be useful in some projects, thanks for the idea.

You're so right, Barry. No need to do anything in reference manager, I got confused. Of course we're using polygons, too, but not in a separate xref file yet as suggested by Lorys. But that could be useful in some projects, thanks for the idea.

If I'm understanding correctly, the boundary would in the reference file needs to be adjusted, which can be done by using the "Treat Attachment as Element for Manipulation".  We are unable to modify the clipping boundary file as it is control by our client.

My shapes/complex shapes which I use for clipping reference files are drawn directly on the sheet model and are assigned to a non-plotting level. If I need to adjust the boundary I just edit the shape with Insert/Remove Vertex or the Modify Tool depending on what changes are needed. I've not had to use the an element stored within a reference file as the clipping element; it seems an odd approach and somewhat restrictive however I guess it depends on Client/Project requirements & CAD standards. I can however appreciate the need if the element is a large irregular shape representing some sort of realworld boundary and anything outwith that is not to be seen but I would still likely have a version of that element within my sheet model as a clipping element.

If they modify the existing boundary, your reference should retain its relationship to the clipping element. If, however, they delete the old element and replace it with a new one, your reference will not have a relationship with the new element. Could that be part of the issue?

The issue the clipping boundary file is we need to send them our files, they use their clipping boundary with our file for submittals.  Correct me if I'm wrong, but it would probably be easiest to just create the clipping boundary in the few files that require a different area than what our client will be using.

There may be no perfect solution, but I agree with your idea. In the areas that differ from your client's areas, just create your own clipping boundaries, and manage them yourself for as long as you are able.