📌 Step-by-Step Instructions
Start by selecting line items
The "Add Reuse Document" button becomes active only after selecting one or more line items.
Initiate the reuse process
Click on Add Reuse Document after selecting the desired items.
Choose the document to reuse
You can:
Reuse a document from another product within the same BOM.
Upload an existing submittal.
Attach a completely new document.
Confirm and search for the document
Once confirmed, the system will display available documents already attached in your BOM.
Example: Select a data sheet like “FlexWork.”
Decide on reuse options
Choose whether to reuse:
Just the document
The document and its annotations
In the example, only the document was reused to allow for new markups.
Review selection status
Reused documents will appear as "Selected" (not "Annotated") until you add your own markups.
Apply the same process to other documents
Repeat the steps to reuse other documents, such as warranty statements, across relevant products.
✅ Key Notes
Reused documents help streamline documentation across similar product types.
Annotation reuse is optional—helpful when you want to customize markups per line item.
Works across any products within the same Bill of Material.
❓ Need Help?
If you have additional questions about the Add Reuse Document feature or best practices, please contact our support team.