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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 over a month ago

Step by Step

1. Select the respective checkbox for the product you are wanting to transfer the document and click on "Add/Reuse Document"

Screenshot 2024-09-11 160800

2. A menu will appear allowing you to select the desired document type and ways of resusing the file. You can reuse any existing attachment within the BoM, upload a Submittal package or new document entirely.

Screenshot 2024-09-11 160906

note taking Icon - Free PNG & SVG 2892274 - Noun Project

Reuse Document -> Bring over only the datasheet

Reuse Document & Annotations -> Bring over the datasheet and the annotations

3. All files within the desired document type will appear allowing you to Select, Reuse the Document or Reuse the Document and annotations. The following will then land within your BoM!

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