In this article, we will review how to submit a crown case from Unite to Automate for design.
1. Go to the “Patients” tab in 3Shape Unite.
2. Create a new patient.

3. Once the patient is created, a new window will pop up.
4. Under the "Everything else" menu, select Automate Restorations workflow.

5. Mark the teeth with the Crown and/or Inlay/Onlay indication.

6. After selecting the indication, proceed with TRIOS scanning. Indicate the tooth being scanned according to the selection in the order form.

OR: If no Trios scanner is attached, then you can import scans by clicking the “Import scans” button on the Order form page.
NOTE: For imported scans, prepared teeth should correspond to those selected in the Order Form. Upper and lower scans are mandatory; the bite scan is optional but highly recommended.

7. Once all required Order form details and scans are added, the Automate Restorations step is enabled.

8. After selecting the Automate Restorations integration workflow, the case opens on the Automate page.
You can see all design preferences by clicking “Show advanced preferences” button.

Select a material from the available materials list, fill in other design preferences and choose the turnaround time.
9. When all details are filled in, click the ‘Upload’ button.

10. You will be transferred to the Automate order upload page.

11. You may stay on the Result page and wait till the design is ready or close the page and re-open it after.

Check your Automate Restoration design
1. You can observe the designed restorations in multiple views:



5. By clicking “Edit/View 3D” button, you can open 3D Editor that allow you to make changes to the design. On the image below you may see ‘Edit Anatomy’ tab where the crown design is edited by various tools.

6. You can edit Bite alignment:

7. Repair Gingiva & Margins:

8. After applying necessary changes, you may go back by pressing “Quit” button:

9. You can now Reject or Accept the case by clicking respective buttons. If the case is accepted – CAM output can be downloaded on the next step.

Produce workflow
To use the Produce feature, it must be installed in Unite. Produce is typically available with 3Shape Studio Apps (Implant Studio, TRIOS Design Studio, Splint Studio), Model Maker and Model Builder Express.
1. After the crown is designed, you may export CAM output file for manufacturing/milling or go further on the workflow to the "Produce" step, if you have a milling machine connected to your system.
2. You can set up your milling machine to send your design directly to it by clicking ‘Machine setup’ and ‘Send’ buttons or save your design to a folder.
3. After clicking ‘Machine setup’, please select a machine to connect by clicking ‘Setup’ button.

4. After connection is established, the status will be changed to ‘Connected, online’.

5. You can now send your designs to the connected machine. Production status will be displayed while designs are in production.


6. When completed, a corresponding status will be displayed.
You can save your design output file in the STL format to a selected folder on your PC by clicking ‘Save to folder’ button and selecting the folder.

If you have any questions, our Customer Support team is here to help!
Email: automate@3shape.com
Phone: +1 602-688-4133
Live Chat: Available Monday – Friday, 7:00 AM – 3:00 PM (MST)
International Support: +44 159-572-8586, Monday – Friday, 9:00 AM – 6:00 PM (CET)
We’re happy to assist you with any questions or concerns!