Read the Step by Step
Step 1: Organize Your Sections
In your project, rename the Default section for clarity.
Select Create Section → Product Section, and enter a new section name.
Tip: Use meaningful section titles like "Fixtures", "Control Systems", etc.Select line item(s), click Change Section, choose the target section, and click Move.
This organizes your product list into logical groupings.
Step 2: Add Datasheets
Go to the Documents tab.
Click Add Datasheet for a line item. The system searches across 1600+ manufacturers by model number.
Click "Select" under the appropriate datasheet and continue to annotations by clicking "Save & Annotate"
💡Tips for a Smooth Workflow
Tip: If you can't find your datasheet, you can add your own by clicking +Add Datasheet.
Add a link to a file: paste the URL of the datasheet you found on the web
Upload a file: browse and upload the datasheet saved within your desktop
Add a blank page: bring in a blank page as a placeholder
Reuse from another product in this BOM: bring over a datasheet connected to another product within this BOM.
If you need to see the details, Hover over the datasheet to get a zoomed view or click "Preview" to view the full datasheet.
The
tags are indications that this is datasheet is the most up to date sheet on the manufacturer's website.
Put the model number at the beginning of the "Model Number" field.
Example: For this Lightology product, you want to make sure the model number is at the beginning of the query when it searches and not any notes. Instead of searching for GLASS UP DOWN WALL SCONCE - ICW1009392 you should put ICW1009392 - GLASS UP DOWN WALL SCONCE.
Use the Notes column for notes and remove what you can from the Model Number field
Example: Using the same example here, enter ICW1009392 into the Model number field and paste the GLASS UP DOWN WALL SCONCE into the Notes field. This will ensure the best results