Contents Formatting controls how documents are grouped and ordered in your Submittal or O&M package — choose the layout that best matches how your customer needs to navigate the final PDF.
| 1. Order by Product |
Documents are grouped by product, following the order listed in your BOM.
Each product's associated documents (datasheets, warranties, installation guides) are grouped together in the PDF.
In the Table of Contents, sections are separated by document type, but page numbers reflect the product-based grouping.
If the same document is used across multiple products (e.g., a shared warranty), it will appear once per product.
| 2. Order by Document |
Documents are grouped by document type — all datasheets together, all warranties together, and so on.
In the Table of Contents, sections are separated by document type and page numbers reflect the document-based grouping.
Document types are listed together regardless of which product they belong to.
Shared or repeating documents (e.g., the same warranty for multiple products) appear only once — with the associated products listed in the document header.
Tip: Use Order by Document when you want to reduce duplicate pages and streamline the package. Use Order by Product when each product needs its documents clearly grouped together for easy reference. |
| 3. Key Differences at a Glance |
Feature | Order by Product | Order by Document |
Grouping Basis | Product | Document Type |
Document Repetition | Repeated for each product | Appears once (if identical) |
Product Association | Clear per grouped section | Listed in document header if shared |
Table of Contents | Separated by document type | Separated by document type |
Page Numbering | Reflects product grouping | Reflects document grouping |
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