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Add/Reuse Documents

Save time by reusing documents and/or the annotations from the products within your list.

Ni Nguyen avatar
Written by Ni Nguyen
Updated this week

📌 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.

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