š Reusing Documents & Attaching to Line Items
To attach an existing warranty to additional line items:
Select the items > Click āAdd Reused Documentā > Choose warranty from another product in the BOM.
For installation instructions:
Click āAddā > Browse suggested files or attach previously used files.
Upload your own custom instructions if needed.
Click āSaveā to mark the document as selected.
š Using the Reuse Function for Install Guides
Select the applicable line items (e.g., FlexWorks).
Use āAdd Reuse Fileā > Select Install Guides > Choose an existing document to attach.
Reused files can have either shared or customized annotations.
š Uploading Custom or Miscellaneous Documents
Open fields (e.g., Drawings) accept custom uploads.
These fields wonāt show suggestions but support document storage and O&M inclusion.
Uploads are saved per line item.
ā” Time-Saving with Auto-Select
Select multiple or all line items.
Use āAuto-Selectā > Hover over All Documents.
Choose to pull from:
User history
Local (branch) history
Team history
System matches documents using model number and manufacturer name.
š Review Contents Formatting (Important!)
After attaching documents, review contents formatting options:
Option 1: Order by Product
Each file appears once per product/line item.
Ideal for documents with unique annotations (e.g., data sheets).
Results in the same file showing multiple times if reused.
Option 2: Order by Document
Each file appears only once, regardless of how many products itās tied to.
Ideal for shared documents (e.g., warranties without annotations).
Reduces duplicate pages, streamlines output.
Optional: Use āExcludeā function to remove any documents from the final package.
š¦ Creating the O&M Package
Click āCreate O&M Packageā to compile a full PDF.
Choose to:
Download as a PDF.
Email directly via connected Outlook.
Generate a shareable link to send to customers and track viewing activity.
š Navigating the Final Output
Generated package includes:
Cover Page
Table of Contents with hyperlinks.
Grouped sections (e.g., Data Sheets, Install Guides).
Ability to click directly into documents via links.
Index button at the bottom of the page returns to the Table of Contents.
š Making Revisions or Updates
To make changes:
Click āView Final Deliverablesā to access the saved O&M.
Apply an āApprovedā status once finalized.
For revisions:
Return to Documents screen.
Update line items.
Recreate the O&M package.
š¬ Sending to the Customer
Options to send your O&M package:
Email via Outlook integration.
Download as PDF.
Shareable link with tracking capabilities.
See which customer email accessed the file.
Copy/paste unique URL for easy distribution.
Resources:
Learn how to upload your list of products
Learn how to markup any documents
Learn about Contents Formatting setting
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